Sales Pipeline Excel Template (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Excel XLSX File

SALES FORCE EXCEL DESCRIPTION

This product (Sales Pipeline Excel Template) is an Excel template (XLSX), which you can download immediately upon purchase.

The Sales Pipeline Template is a professionally designed Excel tool that helps you manage and visualize your sales process efficiently. Whether you're a small business owner, a sales manager, or part of a growing team, this template gives you a clear picture of your entire sales funnel—helping you identify bottlenecks, track progress, and drive revenue growth.

Key Features:

✅ Customizable Lead Stages:
Easily configure the first four lead statuses in the Settings sheet to match your sales workflow.

✅ Lead Management:
Input all your lead details—name, contact date, current status, and any relevant notes—in the Leads sheet to keep your pipeline organized and up-to-date.

✅ Interactive Pipeline View:
The Pipeline sheet automatically organizes customer data based on their current status, giving you a real-time view of your pipeline. Simply press `Alt + A + R + A` to refresh the data at any time.

✅ Visual Dashboard:
Make informed decisions with a dynamic Dashboard that displays key metrics, including:

•  Total value of open opportunities
•  Breakdown of Won vs Lost deals
•  Top 10 companies by pipeline value
•  Overall pipeline performance in graphical format

Why Choose This Template?

•  No technical skills required – ready-to-use and easy to customize
•  Designed in Excel for maximum flexibility and compatibility
•  Helps you stay focused on high-value opportunities
•  Ideal for tracking sales performance and forecasting revenue

Source: Best Practices in Sales Force Excel: Sales Pipeline Excel Template Excel (XLSX) Spreadsheet, Improve Your Excel