FREE EXCEL TEMPLATE · Excel templates

Pipeline and Forecast Tracker

Track every deal on one sheet. The dashboard and weighted forecast update automatically from your Deals sheet.

What’s inside

  • Dashboard: open pipeline, weighted pipeline, open deals and win rate
  • Pipeline value by stage
  • Weighted forecast by expected close month
  • Deals sheet: one row per opportunity, with stage, value and next step
  • Settings: your own stages, win probabilities and lead sources
  • Flags for stale deals and overdue next steps

Excel workbook

PAIRS WITH

Guides that use this template

The Small Business Sales Playbook & Template Library The Cold Email Outreach Playbook The LinkedIn Outreach Playbook The Follow-Up Playbook
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