Free template for sales reps
One row per deal with its stage, value, next step and the last time you spoke, and totals that show what it's worth and what's gone quiet. Copy it, print it or download it for Word or Excel. Free, no sign-up.
A pipeline sheet usually fails the same way: the stage column stops getting updated, and a deal that went quiet in August still says "proposal sent" in October. This one asks for two dates on every deal, the last time you spoke and the next step. A quiet deal then shows up by itself, and each of the seven stages has a rule for when a deal can move.
Updated: ______ Month's target: ______
| Deal | Contact | Stage | Value | Chance % | Weighted | Next step | Next step date | Last spoke |
|---|---|---|---|---|---|---|---|---|
Lead. You have a name and a reason to call. 5%
Meeting booked. It's in both calendars. 10%
Needs agreed. They've told you the problem, who decides and by when. 25%
Proposal sent. They have a price in writing. 50%
Verbal yes. They've said yes and the paperwork is out. 80%
Won. Signed or paid. 100%
Lost. Write down why in Next step.
Open deals: __ (every stage but Won and Lost)
Open value: ______
Weighted value: ______ (each open deal's value times its chance)
Won so far: ______
Gone quiet: __ (open deals you haven't spoken to in 14 days)
No next step: __ (open deals with no next step date)
The chances are a starting guess, not an average. After a quarter, use your own: of the deals that reached a stage, how many did you win?
A pipeline is only worth reading if the stages mean the same thing every week.
Sort by Last spoke with the oldest first, then read the totals.
| Deal | Stage | Value | Chance % | Weighted | Next step | Next step date | Last spoke |
|---|---|---|---|---|---|---|---|
| Kestrel Logistics | Verbal yes | 18,000 | 80 | 14,400 | Send the contract | Mon 28 Sep | 25 Sep |
| Harbor Dental | Proposal sent | 12,000 | 50 | 6,000 | Call to go through the price | Tue 29 Sep | 24 Sep |
| Northgate Print | Proposal sent | 9,000 | 50 | 4,500 | 2 Sep | ||
| Summit Clinics | Needs agreed | 15,000 | 25 | 3,750 | Book the demo | Thu 1 Oct | 22 Sep |
| Brightside Cafe | Needs agreed | 4,000 | 25 | 1,000 | Send two options | Wed 30 Sep | 23 Sep |
| Apex Tuition | Meeting booked | 6,000 | 10 | 600 | First meeting | Mon 5 Oct | 21 Sep |
| Tide Gym | Lead | 3,000 | 5 | 150 | Call the owner | Tue 29 Sep | 10 Sep |
| Oakline Realty | Won | 7,000 | 100 | Kick-off call | Fri 2 Oct | 26 Sep |
The totals add up: 7 open deals worth $67,000, weighted $30,400, and $7,000 won so far. Northgate Print and Tide Gym have gone quiet and Northgate has no next step, so Monday starts with those two calls.
The template is free. ActivityTracker, the app we make, is paid, and its CRM keeps every prospect on a board by stage, with their WhatsApp chats on their record, while a deal you close counts on the leaderboard straight away.
The template is free to use, and the app is paid and keeps every prospect on a board by stage.