Simple Sales Pipeline Template

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Simple Sales Pipeline

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

 

Customizable Columns

 
Status
Show opportunity status visually using RYG balls
 
Opportunity
Enter the deal or prospect name in the Primary Column (used for Smartsheet automated emails)
 
Contact Name
Add the contact name for each opportunity
 
Sales Stage
Track sales stage in this dropdown — edit dropdown values in Column Properties
 
Forecast Amount & Weighted Forecast
Enter the forecasted sale amount — a formula calculates Weighted Forecast from Probability
 
Probability
Record the probability of closing the opportunity at the Forecast Amount
 
Expected Close Date
Set expected close date using the date picker
 
Sales Rep
Assign a sales rep from your Smartsheet contacts
 
Next Steps
Detail the next steps to take to close the deal

Collaborative Features

 
File Attachments
Store quotes, proposals, & contracts
 
Alerts & Reminders
Set alerts for follow-up & sheet changes
 
Comments
Log customer calls, emails, & notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit the pipeline in a calendar
 
Row Hierarchy
Organize rows into collapsible sections
 
Sharing
Collaborate in real-time with your reps
 
Update Requests
Request status updates from reps
 
Web Forms
Collect new leads from your website
 
Mobile App
View & update your pipeline on the go

Organizing your team's pipelines

 

Sharing with different access levels

 

Collaborating on the pipeline with your team

 

Getting opportunity updates from your reps

 

Managing multiple pipelines

 

Collecting new leads with a Web Form

 

Connecting with your apps

 

Learning resources