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

Show opportunity status visually using RYG balls
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
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
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
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