When you use Google Sheets in place of a CRM, one of the biggest advantages is that everything is stored online. Google Sheets Sales Pipeline TemplatesĪs another spreadsheet program that almost everyone has used at some point, Google Sheets definitely has some serious advantages when it comes to creating your sales pipeline. This Excel template gives you detailed forecasting, plus a visual forecast graph to help you see if you're reaching your sales goals. With three sheets, there's plenty of space to fill in the information you need. Who this is best for: For those who need a more detailed view of their pipelineĬoming straight from the creators of Excel, this template from Microsoft fits nicely into your favorite spreadsheet program. In this guide, we’re going to show you a total of 12 different templates you can start using today.īest feature: Includes detailed forecasting abilities with premade calculations, plus a handy graph! That way, you can organize your sales leads and follow a clear roadmap as you build your first sales process and start to turn that million-dollar idea into something tangible. Looking for a free tool to track your sales? Try a sales pipeline spreadsheet template that you can use in Excel, Google Sheets, or other apps. The follow-up is an essential part of moving deals to the finish line-but you can’t follow up if you don’t know where potential customers are in their purchase journey. Without the right tools, you run the risk of losing opportunities or conversations that could have turned into closed deals. Still, you'll need a way to keep track of your prospects and the deals in play, even if you’re just looking to start with your first 10 customers. If you’re a startup, small business owner or sales leader just getting your sales process off the ground, you may not have the investment capital to purchase new sales tools, like a CRM. Enter: The need for ready-to-use sales pipeline templates to get you started. You know that a sales pipeline is essential if you want to scale your business and grow your customer base.
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