CRM Sales Pipeline Excel Template
A comprehensive customer relationship management spreadsheet to track leads, prospects, and active customers through the sales pipeline.
Download Free Spreadsheet (.xlsx)
Direct client-side generation. Compatible with Microsoft Excel 2016+, Office 365, Google Sheets, and LibreOffice Calc.
Interactive Spreadsheet Preview
Live view of the pre-formatted columns and automated cell formulas included in your download file.
| Company Name | Contact Person | Lead Source | Est. Value ($) | Pipeline Stage | Next Follow-up |
|---|---|---|---|---|---|
| TechFlow Inc. | Jane Doe | Website | $12,000.00 | Proposal | 2026-08-15 |
| Global Logistics | John Smith | Referral | $8,500.00 | Won | Closed |
Key Template Features
Chart Data Source: Customer distribution by pipeline stage (Lead, Qualified, Won, Lost)
Visual In-Cell Bars: New customers acquired vs. customers lost per month
Timeline Data: Daily customer interactions (calls, emails, meetings)
KPI Cards: Total Customers, Conversion Rate %, Pipeline Value, Avg Deal Size
Historical Data Ledger: 6-month customer acquisition history by source
Heatmap Data Source: 30-day × pipeline stage matrix of new entries
Pre-Configured Excel Formulas
=COUNTIF(Stage, "Won") / COUNTA(Stage) — Conversion Rate=SUMIF(Stage, "<>Won", Deal_Value) — Open Pipeline Value=IF(Days_In_Pipeline > 90, "STALE LEAD", "ACTIVE") — Status AlertWho Uses This Template & Why
🎯 Target Users
Sales teams, consultants, and B2B businesses tracking deals and client relationships.
🚀 Real Problem Solved
Losing track of leads and forgetting follow-ups. This template keeps the pipeline visual and active.
How to Use with Google Sheets
- Click Download Excel File to save the
.xlsxfile to your computer. - Open Google Drive in your web browser.
- Click + New → File Upload and choose the downloaded file.
- Double-click the uploaded file in Google Drive to open it directly as a native Google Sheets document with all formulas intact.