A1:G16fxAVERAGE COUNTIF COUNTIFS IFERROR SUM SUMIF SUMIFS
Sales Pipeline Tracker — the first rows of the actual spreadsheet
Sales Pipeline Tracker
The opening rows of the file you get — sample data included, not a mock-up.

Sales template

Sales Pipeline Tracker

Weighted forecast, win rate and open deal value — the realistic number, not the wish list.

$12one payment, yours to keep
  • ✓Instant download
  • ✓Every later version free
  • ✓Commercial use
  • ✓No signup, no watermark
14
live formulas, each one recalculated and checked
7
columns: Company, Contact, Stage, Value, Probability, Weighted, Expected close
6
figures worked out for you

A salesperson or founder without a CRM · Small sales teams before CRM software — usually looking for this when deals are tracked in a head and a notebook.

Need more than one? All 9 Sales templates for $39 — $131 bought separately. All 66 for $99.

Works in Excel 2013 and later, Microsoft 365, Google Sheets and LibreOffice Calc. Set up to print on one page wide. Version 1, updated 25 September 2026.

There are free templates. Why this one?

There are, and some are fine. The difference is what has been checked. This file was built from scratch, then every formula in it was recalculated by a separate checker that compares each result against an independently worked-out answer — 14 of them here. A template that looks right and totals wrong is worse than no template at all, and that is the usual failing of one downloaded from a search result.

It also opens with sample rows already filled in, so you can see every formula working before you touch it, and it is set up to print without fighting the page setup. No email wall, no signup, no watermark, and you can use it commercially.

About this Sales Pipeline Tracker template

A raw pipeline total always looks better than the sales you will actually close. This Excel sales pipeline tracker records each deal's stage, value, probability and expected close date, and multiplies value by probability to give a weighted value.

The forecast summary shows the weighted forecast, closed-won value, open pipeline, number of open deals, win rate and average deal size.

Good for

  • →Small sales teams working without a CRM
  • →Founders forecasting next quarter's revenue
  • →Weekly pipeline reviews

What it works out for you

Forecast

  • →Weighted forecast
  • →Closed won
  • →Open pipeline
  • →Open deals
  • →Win rate
  • →Average deal size

What is inside the Sales Pipeline Tracker template

The table has 7 columns. Calculated columns fill themselves in; the rest are yours to type over.

  • →Company
  • →Contact
  • →Stage
  • →Value
  • →Probability
  • →Weighted
  • →Expected close

How to use the Sales Pipeline Tracker in Excel

Weighted value multiplies deal value by probability. That total is your realistic forecast; the raw pipeline total never is.

The file opens with sample rows so you can see every formula working before you change anything. Type your own figures over them. When you need more rows, insert them inside the existing block rather than underneath it, so the totals keep covering every row.

Functions and formulas it uses

Every one of these exists in Excel, Google Sheets and LibreOffice, so the file behaves the same wherever you open it.

AVERAGECOUNTIFCOUNTIFSIFERRORSUMSUMIFSUMIFS

Questions about the Sales Pipeline Tracker

What is a weighted forecast?

Each deal's value multiplied by the probability of winning it, added up. It is a more realistic figure than the total value of every open deal.

How should I set probabilities?

Many teams use a standard probability per stage, such as a low figure for a first meeting and a high one for a verbal yes. Be consistent so forecasts can be compared.

Can it replace a CRM?

For a small number of deals, it can. It does not send emails or log activity, but it gives a clear, shareable forecast.

What you get with the Sales Pipeline Tracker

  • ✓14 formulas, every one recalculated and checked
  • ✓Opens with sample rows already filled in
  • ✓Excel, Google Sheets and LibreOffice Calc
  • ✓Set up to print on one page wide
  • ✓Commercial use, no attribution needed
  • ✓Every later version included free

Get the Sales Pipeline Tracker for $12

One payment. The file downloads straight away, and every later version of it is yours at no extra cost.

Buying a few? All 9 Sales templates for $39, or all 66 for $99.

More sales templates

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