Simple Sales Pipeline
Need a simple, straightforward way to track your team's sales pipeline? Use this template to capture deal value, sales stage, next steps and more. No more email runaround, no more copying and pasting in spreadsheets.
Template design and key features
Organizing your team's pipelines
Choose to use one sheet or roll up multiple clones of the same sheet. Two key questions are:
- Is it ok for reps to see each other’s deals and the whole pipeline?
- How many deals are in your pipeline?
If your pipeline is small, and it’s ok for the team to see each other's performance, then one sheet is fine. Otherwise, save copies of your sheet for separate reps, product lines, or territories. See below for more information on managing multiple pipelines.
Sharing with different access levels
- Viewer: can view and export the sheet, but can't make changes
- Editor: can edit information in cells, add attachments, set alerts, & create discussions
- Admin: can add collaborators, edit columns, & change dependency settings