Free Sales Pipeline Tracker (Excel)
A ready-to-use pipeline tracker for teams, agencies and growing businesses — log every deal once, pick a stage, and see your pipeline total and the weighted forecast you can actually bank on.
- Weighted forecast built in — every stage carries a win probability, so the pipeline stops flattering you.
- Six colour-coded stages — Lead to Won, picked from a dropdown; every row colours itself.
- Live totals — open pipeline, weighted forecast, open deals and won revenue update as you type.
- Every deal has a next step — owner, close date and next action on the same row, so nothing drifts.
| Company | Contact | Deal value | Stage | Prob. | Weighted | Close | Owner | Next step |
|---|---|---|---|---|---|---|---|---|
| Northwind Ltd | Sarah Mills | £24,000 | Proposal | 50% | £12,000 | 14 Aug | Alex | Send revised proposal |
| Harbor Coffee Co | James Okafor | £6,500 | Negotiation | 75% | £4,875 | 31 Jul | Priya | Final pricing call Thursday |
| Bluewave SaaS | Emma Reid | £18,000 | Qualified | 25% | £4,500 | 4 Sep | Alex | Book discovery workshop |
| Cooper & Sons | Daniel Cooper | £9,200 | Lead | 10% | £920 | 18 Sep | Sam | Intro call to scope needs |
| Vertex Legal | Laura Chen | £32,000 | Won | 100% | £32,000 | 10 Jul | Priya | Kickoff booked |
| Orbit Fitness | Tom Bradley | £4,800 | Lost | 0% | £0 | 3 Jul | Sam | Revisit in Q4 |
| Fernwood Estates | Olivia Grant | £15,500 | Proposal | 50% | £7,750 | 21 Aug | Alex | Chase proposal sent Monday |
| Kite Analytics | Ben Hughes | £11,000 | Negotiation | 75% | £8,250 | 7 Aug | Priya | Legal reviewing the contract |
| ＋ add deal… |
Preview of the actual tracker — pick a stage and the probability, weighted value and every total recalculate.
Everything you need to run a pipeline in one sheet
Built by people who run sales for real teams — not a blank spreadsheet. Open it and start typing.
A forecast you can bank on
Each deal's value is multiplied by its stage's win probability. £100k of wishful pipeline becomes the £38k you can actually plan around.
Six stages, zero typing
Lead, Qualified, Proposal, Negotiation, Won, Lost — picked from a dropdown. Each stage colours its own row, so the board reads at a glance.
Live pipeline maths
The panel at the top totals open pipeline, weighted forecast, open deal count and won revenue — live, the moment a stage changes.
No deal left to drift
Every row carries an owner, an expected close date and a next step — because the deals you lose are usually the ones nobody chased.
Up and running in two minutes
No setup, no login, no learning curve.
Download & open
Grab the .xlsx and open it in Excel (or Google Sheets / Numbers). Eight sample deals show you exactly how it works.
Log every deal once
One row per deal: company, value, stage from the dropdown. Probability and weighted value fill themselves in.
Your real forecast, not your hopeful one
The top panel shows the raw pipeline next to the weighted forecast. The gap between the two is where your next month is decided.
Free sales pipeline tracker — questions
Because it's the best introduction we have. We make Landing — a platform that replaces the 40-tool stack — and a genuinely useful free tool beats an advert. Fill in the short form, the file downloads straight away, and it's yours. No payment, no trial, no catch.
Each deal's value multiplied by its stage's probability of closing, summed across your open deals. A £10,000 deal at Proposal (50%) contributes £5,000. It's the standard way sales teams turn a hopeful pipeline number into one they can actually plan hiring and cashflow around.
Yes. It's a standard .xlsx file, so it opens in Microsoft Excel, Google Sheets and Numbers. The formulas, dropdowns and stage colours carry across.
Yes — there's a Settings tab with the stage → probability table. If your proposals close at 60% rather than 50%, change one amber cell and every deal re-scores instantly.
More free tools
Grab another — all free, no signup to browse.
Meet Landing — a CRM that chases the follow-up for you
A spreadsheet is a brilliant start. When the deals multiply, Landing gives you pipelines, deals and playbooks that chase the follow-up for you — with quotes, tasks and email in the same place as the forecast, instead of duct-taped across 40 tools.
See Landing in action →