Skip to content
Sales CRM Pipeline Tracker
Excel & Google Sheets templates

Sales CRM Pipeline Tracker

A simple sales pipeline in Excel. Log every lead with its source, value, stage and next follow-up date, and see where your deals stand at a glance.

The Dashboard totals your pipeline by stage, shows the weighted pipeline value and highlights follow-ups that are due or overdue.

Made for freelancers, agencies and small sales teams that need something lighter than a full CRM. Works in Excel, Google Sheets and LibreOffice.

What's included

  • Pipeline sheet with stage, value, probability and owner
  • Weighted pipeline value calculated for you
  • Follow-ups sheet with due and overdue flags
  • Dashboard by stage, owner and lead source
  • Drop-down lists you can edit
  • 'How to use' guide sheet
  • Works in Excel, Google Sheets and LibreOffice (no macros)

How it works

  1. 1. Pay securelyCheck out online. Prices are in USD.
  2. 2. Get your linkYour download link appears after payment and is emailed to you.
  3. 3. Need help?Contact me for setup help or a customised version.