Customer and Opportunity Details
Manage customer, contact, opportunity and sales representative information in one row.
FREE EXCEL TEMPLATE
Free Sales Pipeline Excel Template
Track your sales opportunities, pipeline value, sales stages and expected close dates in a single Excel file. Start organizing your sales process with the free template prepared by DinamikCRM.
Track your sales opportunities in one list
Automatically calculate pipeline and weighted pipeline value
Manage sales stages and expected close dates
View sales performance with a ready-to-use dashboard
This is a free sample template. Customization, revisions and Excel technical support are not provided.
DinamikCRM_Sales_Pipeline_Excel_Template.xlsx
Open Pipeline
$38,500
Weighted Pipeline
$23,100
Win Rate
38%
Opportunity
Stage
Amount
Probability
Enterprise CRM Project
Needs Analysis
$5,500
40%
Sales Automation Project
Demo
$7,500
60%
Customer Management Project
Proposal
$3,900
75%
Sales Opportunities
Dashboard
Pipeline Summary
Ready-to-Use Excel Template
Pipeline Tracking
Opportunity Management
Ready Dashboard
Weighted Pipeline
Free Download
ORGANIZE YOUR SALES
Track Your Sales Pipeline in One File
Replace scattered sales notes and multiple spreadsheets with a structured way to track your sales opportunities.
Sales Stages
See where each opportunity stands from the first meeting through proposal and negotiation.
Opportunity Values
Track the value of each sales opportunity and your total open pipeline.
Sales Probability
Use stage-based probability values to calculate your weighted pipeline.
Activities and Close Dates
Track the last activity, next action and expected close date for each opportunity.
Sales Performance
Monitor pipeline, won sales and win rate through the built-in dashboard.
READY-TO-USE WORKSHEETS
What's Included in the Excel Template?
The template includes four worksheets covering everything from recording sales opportunities to analyzing your pipeline.
Sales Opportunities
Track customers, opportunities, sales reps, sources, stages, values, probabilities, dates and activities.
Dashboard
View key sales KPIs and pipeline distribution on one screen.
Pipeline Summary
Analyze pipeline totals by sales stage and sales representative.
Lists
Use predefined stages, sources, statuses, priorities and other selection lists.
Sales Opportunities
Dashboard
Pipeline Summary
Lists
Open Pipeline
$38,500
Weighted Pipeline
$23,100
Open Opportunities
8
Won Revenue
$13,000
Win Rate
38%
Average Open Opportunity
$4,810
SALES VISIBILITY
See Your Sales with a Ready-to-Use Dashboard
As you enter opportunities, monitor your key pipeline and sales performance metrics through the built-in dashboard.
Monitor open and weighted pipeline value
View open and won opportunity counts
Track won revenue and win rate
Analyze pipeline distribution by stage and sales representative
AUTOMATIC CALCULATION
Weighted Pipeline Is Calculated Automatically
The template uses stage-based probability values to help automatically calculate the weighted value of your sales opportunities.
Ready-to-use probability rates are defined for sales stages
Weighted value is calculated from opportunity value and probability
See both your total pipeline and its probability-adjusted expected value
First Meeting
20%
Needs Analysis
40%
Demo
60%
Proposal
75%
Negotiation
90%
WHO IS IT FOR?
Who Can Use the Sales Pipeline Excel Template?
A practical starting point for sales professionals and teams that want a more organized way to track opportunities.
Sales Professionals
Sales professionals who want to organize and track their own customers and opportunities in Excel.
Sales Teams
Small sales teams that want pipeline visibility and a shared structure for tracking opportunities.
SMBs
Businesses that want to standardize their sales process and build pipeline discipline before moving to a CRM.
DOWNLOAD FOR FREE
Download the Sales Pipeline Excel Template for Free
Enter your details and download the ready-to-use Sales Pipeline Excel Template for free.
Ready-to-use Excel file
Sample data and ready formulas
Dashboard and pipeline summaries
Download the Free Template
Complete the short form to access the Excel template.
Free Resource Usage Notice
This Excel template is provided free of charge by DinamikCRM as an example resource for sales pipeline and opportunity tracking.
You may use and modify the template for your own needs. However, the template is provided as is. Customization, formula changes, additional fields or reports, troubleshooting after user modifications and similar requests are not included within DinamikCRM technical support services.
The sample company, contact, opportunity and amount information in the template is provided for demonstration purposes only and does not represent real people or organizations.
FROM EXCEL TO CRM
What Happens When Excel Is No Longer Enough?
Excel is a practical way to start tracking sales. As your team and opportunity volume grow and your processes become more complex, a centralized CRM becomes a more sustainable solution.
Your sales team works together on the same customer and opportunity data
Activities, tasks and customer history are stored centrally
Reminders and sales processes can be automated
Pipeline and sales reports can be monitored without manual spreadsheet updates
Start with Excel
Grow Your Team
Automate Processes
Manage with DinamikCRM
ARE YOU READY FOR CRM?
Measure Your CRM Maturity for Free
Use CRM Checkup to assess how ready your sales and customer management processes are for CRM in just a few minutes.
FREQUENTLY ASKED QUESTIONS
About the Sales Pipeline Excel Template
Is the Sales Pipeline Excel Template free?
Yes. You can download the DinamikCRM Sales Pipeline Excel Template for free and use it in your own sales processes.
What information can I track in the template?
You can track customer and contact details, sales opportunities, sales representatives, sources, stages, values, probabilities, weighted values, expected close dates, activities, priorities and opportunity status.
What is weighted pipeline?
Weighted pipeline is an estimated pipeline value calculated by considering the probability of each sales opportunity. The template automatically calculates this based on sales stages.
Can I modify the Excel template?
Yes. You may modify the file for your own needs. However, customizations, formula changes and issues resulting from those changes are not covered by DinamikCRM technical support.
Does DinamikCRM provide technical support for the Excel template?
No. The template is a free resource provided as is. Customization, revisions, new reports or fields and Excel technical support are not provided.
When should I move from Excel to a CRM?
A CRM becomes more sustainable when your sales team grows, opportunity volume increases, multiple users need to work with the same data, or your need for tasks, activities, reminders, automation and reporting increases.
GET STARTED
Start Organizing Your Sales Pipeline Today
Download the free Excel template and start bringing your sales opportunities into one structure while making your pipeline more visible.