Description
Sales Pipeline CRM Tracker Excel Template — Free
Run your entire sales process from a single Excel sheet. This free CRM tracker helps sales teams and solo salespeople log leads, move deals through stages, forecast revenue, and never miss a follow-up — no Salesforce or HubSpot subscription required.
Features
- Lead source, contact details, and company information log
- Deal stage pipeline (Prospect → Qualified → Proposal → Negotiation → Won/Lost)
- Deal value and probability-weighted revenue forecast
- Follow-up date tracker with overdue alerts
- Sales rep assignment column
- Monthly won/lost summary and conversion rate
- Pipeline value dashboard by stage
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