Sales Pipeline Template Google Sheets

A sales pipeline is a visual representation of the stages that a potential sales opportunity goes through from initial contact to closing a deal. The pipeline helps to track progress, prioritize opportunities, and increase efficiency in closing deals.

Sales pipeline template google sheets

Spreadsheet description

Each row in the table shows a different lead or opportunity and includes information such as the source of the lead, the company or contact name, contact information, the sales representative handling the opportunity, the current stage of the sales process, the value of the deal, the probability of closing, the expected close date, and any additional notes you may include.

Key Features and Benefits

Here are some key benefits of using a sales pipeline table:

1. Clear visibility of the sales pipeline: The table offers a clear overview of all potential sales opportunities at each stage of the process, allowing sales teams to easily track progress and identify areas for improvement.

2. Inhaced collaboration: The sales pipeline table can be shared with team members, allowing for improved collaboration and communication across the sales team.

3. Increased efficiency: By having all information in one place, sales teams can reduce the time spent on administrative tasks such as data entry and focus on selling, resulting in increased productivity and efficiency.

4. Customization: The table can be customized to fit the specific needs of the sales team, allowing for greater flexibility and adaptability.

5. Ease of forecasting: The probability of closing and expected close date columns can assist sales teams forecast revenue and plan resources accordingly.

How to use the template?

1. To use the sales pipeline template:

2. Open the purchased template in Google Sheets using your free Google account

3. Fill in the information for each lead or opportunity in the corresponding cells of the table, including the lead source, company/contact name, contact information, sales representative, stage in the sales process, value of the deal, probability of closing, expected close date, and any additional notes.

4. Update the table as the sales process progresses, including changes in the stage of the sales process, probability of closing, and expected close date.

5. Use the information in the table to prioritize opportunities, allocate resources, and ensure timely follow-up on each lead.

Open In Google Sheets