In this article:

Free Sales Pipeline Template for Google Sheets (2025 Update)

January 23, 2025

In this article, we will show you how to use our call sheet template in Google Sheets. Read on to learn more!

using google sheets for sales pipeline management

Free Google Sheets Sales Pipeline Template

You can make a copy of this sales pipeline template in Google Sheets for free. Don't request for permission to edit, simply go to File > Make a copy.

managing sales pipeline with google sheets template

How to Use the Sales Pipeline Template in Google Sheets

Below, we explain how to use our sales pipeline template in Google Sheets: 

1. Review the Existing Columns

Review the columns, such as "Contact Name" and "Sales Rep," to understand what data you’ll input. These columns organize your sales pipeline for easy tracking. This structure helps keep important details about each lead organized and actionable.

google sheets sales tracker template

2. Input Your Lead Information for Each Quarter

Start by entering your leads for each quarter. For example, add "John Doe," "Jane Smith," and "Bill Gates" under Quarter 1, and "Alice Lee," "Mark Taylor," "Samantha Clark," and "Tom Hanks" under Quarter 2. Filling this information by quarter helps you manage timelines effectively.

filling out a google sheets sales pipeline

3. Enter Deal Size and Probability by Quarter

Input the size of each deal and the probability of closing it. For example, enter "$12,000" and "70%" for Jane Smith in Quarter 1. This step helps forecast your potential revenue for each quarter.

sales pipeline tracking template google sheets

4. Calculate the Weighted Forecast

Multiply the size of each deal by its probability to get the weighted forecast. For example, Jane Smith’s $12,000 deal with a 70% probability gives a weighted forecast of $8,400. This calculation helps estimate realistic revenue.

simple google sheets template for sales pipeline

5. Update the Deal Status and Next Actions for Each Quarter

Update the deal’s status, such as "Active" or "Closed," and enter the next action, like "Follow Up Email." Apply these steps to both Quarter 1 and Quarter 2 leads. Keeping this information up-to-date ensures smooth management of your pipeline.

sales pipeline in google sheets template

6. Track Projected Closing Dates and Notes by Quarter

Enter the projected closing dates and any relevant notes. For example, add "02/15/2024" for Jane Smith and "05/22/2024" for Tom Hanks. Tracking deadlines helps you manage your sales goals across quarters.

customizing sales pipeline template in google sheets

Feel free to customize this layout based on your specific needs! 

We hope you now have a better understanding of how to use our sales pipeline tracking template for Google Sheets.

If you enjoyed this article, you might also want to check out our Google Sheets general ledger template and Google Sheets budget template for couples

Turn PDFs into spreadsheet tables with AI

Use Lido to extract data from contracts, invoices, financials, and more in seconds. Save time, reduce errors.
  • No credit card required
  • 20 free pages