Sales Pipeline and CRM Tracker — free Excel template
Track leads, deals, stages, and conversions across your sales pipeline. Free .xlsx with formulas. Tracks Total Pipeline Value, Active Opportunities.
Sales · tracker · CC0 · Public domain · Built by Sheetly AI
About this template
This sales tracker follows indicators like "Total Pipeline Value", "Active Opportunities" and "Average Deal Size" over time. Log your entries in the Data tab and the tracking stays up to date — no need to build the spreadsheet from scratch.
Use this template to monitor your sales pipeline from initial lead to closed deal while keeping key contact and deal details organized. Enter each opportunity as a new row and update its stage, probability, and value as it moves through the pipeline. Review the KPIs and comparison bars to understand conversion rates, total pipeline value, and stage distribution. Filter and sort the data by rep, stage, or close date to manage workload and forecast revenue more accurately.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Track indicators like "Total Pipeline Value" and "Active Opportunities"
- Make faster decisions based on "Average Deal Size"
- Monitor your sales without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Pipeline Value
- Active Opportunities
- Average Deal Size
- Tracking dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 7 columns already laid out and formatted.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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