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How to manage Sales Pipeline using free Sales Pipeline Tracker Excel template?

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Whether you are a small business owner looking for a tool to manage the data on your sales leads, or a sales person needing a simple CRM software, you have come to the right place. I am glad to present a simple Sales Pipeline Management tool to track and manage your sales leads. Download: https://indzara.com/2017/01/sales-pipeline-tracker-excel-template/ In this video, we cover the following topics. What is a Sales Pipeline? Why do we need Sales Pipeline Management? Benefits of Excel as a Sales pipeline management software Features of the Free Sales Pipeline Tracker Excel template How to use the template? How to extend or customize it to your needs? Features of Sales Pipeline Excel Template Track all your sales deals in an organized way in one sheet View active sales pipeline broken down by stages Calculates Expected Deal values (based on Win %) Calculates average time (days) taken to win deals Identifies stages where deals are lost Easy tool to filter deals by stage and status Customization options Overview of Steps 1. Review 4 sales stages. Rename if necessary. 2. Entering a new deal Enter basic deals data in the Deals table. (Company Name, Contact Name, Deal Value, Created Date) Enter current stage in which the deal is. Enter win % as the chance of winning the deal. 3. Updating a deal as you make progress Update Stage if the deal has moved forward to the next stage. Update Win % if it has changed over time. Enter Next Activity Date and Notes 4.Closing a deal Enter Status (Won or Lost) if the deal is closed and you have either won or lost the deal. Enter Close Date 5.Monitoring performance regularly to gain insights View active pipeline to know if you are on target to meet your goal View deal conversion rate and average time to win a deal Identify stages where deals are lost and work on improving Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Data Visualization & Analytics: https://indzara.com/excel-templates-data-visualization-analytics/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara -~-~~-~~~-~~-~- Please watch my latest video: "Highlight events, weekends and holidays on calendar in Excel" https://www.youtube.com/watch?v=b0lWFlhAj3k -~-~~-~~~-~~-~-
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Text Comments (100)
Herman Siquiera (30 days ago)
how to add more deal stages
Ricky Jay Gomez (1 month ago)
Super helpful! Thanks.
Indzara (1 month ago)
You are welcome. Best wishes.
ranjit jha (1 month ago)
How could we learn how did u made this template
Indzara (1 month ago)
I will plan to publish tutorial in the future. Best wishes.
Nick vw (2 months ago)
Thank you very much for being so generous with your work. I am beginning to transfer my won accounts, as well as my new leads. I am a sales rep working with retailers. My won accounts have made multiple re-orders with me. How should I best utilize the sheets functionality - should I include the re-orders of my accounts? Maybe adding a column for total deal value? Or is there a better way to include this data? Standing by. And Thanks Again!
Indzara (2 months ago)
You are welcome. Can you add your new orders in the same sheet? Do you see any potential issues with that? Please let me know. Best wishes.
SAM ATH (3 months ago)
Thank you so much for your sharing. This is what I am looking for. Thank you and thank you.
Indzara (2 months ago)
You are welcome. Thanks for your feedback. Best wishes.
Tim Dent (3 months ago)
mate this is excellent - something to add/format would be next contact date conditionally format if next contact date is approaching (orange) today (green) or past (red)
Indzara (3 months ago)
Thanks for the feedback. Best wishes.
Debashis Dey (4 months ago)
Many thanks for sharing. Is it possible to add a column for Sales persons and then see all the results (lead/Opportunity/Demo/Quote etc.) for only that sales person ?
Indzara (4 months ago)
You are welcome. Yes, you should be able to add a column to track Sales persons and add a slicer for that new column. https://indzara.com/2017/01/sales-pipeline-tracker-excel-template/ Best wishes.
Junaid Sayed (4 months ago)
Thank you very much sir.
Indzara (4 months ago)
You are very welcome. Best wishes.
Anna McDonald (4 months ago)
What if I wanted to add subgroups to a stage? Such as Trial Account Orientation Trial Account Check-In Trial Account Close - Could I add those in as subgroups to one of the deal stages so that they would still show up in the top list under "Trial Account?"
Indzara (4 months ago)
The template tracks only stages.Technically sub-stages can be also treated as stages, but there is a limit to the number of stages in the template. Please let us know if there are any questions. Best wishes.
Curt Beaird (4 months ago)
This is a great spreadsheet and a fantastic tutorial. Thank you. Well done.
Indzara (4 months ago)
You are welcome. Thanks for feedback. Best wishes,
Danny Dayal (4 months ago)
An excellent video explaining a very effective Excel version of a CRM. Well done!
Indzara (4 months ago)
Thank you. Best wishes.
morrisonien (4 months ago)
Thank you for your effort. Please, how can we add a new stage? For instance "Negotiation" before "Quote"
Indzara (4 months ago)
You are welcome. To add a stage, add a new one next to the four stage names. Then update the named range L_ST. In the section (Where are deals lost?), we have to add a new row and use the new stage and follow the formula used for the other stages. To add a new status, edit the Data validation list and add a new status value. Then as we have used the formulas in (cells G1, H1, I1 and J1), we have to create two for the new status. Please let me know if there are any questions. Best wishes.
SARATH KUMAR (5 months ago)
Brilliant work, thank you..
Indzara (5 months ago)
Thanks for the feedback. Best wishes.
Shiquilla Dreher (6 months ago)
Thanks
Indzara (6 months ago)
You are welcome. Best wishes.
Priyanka Badhadara (7 months ago)
brilliantly superb ...........it really helped a lot ..............thank you sooo much .......you definitely doing a great job
Indzara (7 months ago)
Thank you very much for the kind words. Glad that it is helpful. Best wishes.
Gary Rachman (7 months ago)
This template is very good. I can't wait to try it out. Question ... If I'm using the template as suggested but want to attach the original quotation to the lead, how do I link to the quotation? Simple question but I'm a novice.
Indzara (7 months ago)
Thank you. You can add links in the file to PDFs. Best wishes.
Zen and Zesty (7 months ago)
I love this for my new job in sales! Thank you for this your a good MAN! Do you have a contact email I can ask you questions on? You can message me or email at [email protected]
Indzara (7 months ago)
Thanks for your feedback. Please email [email protected] with any questions. Best wishes.
Mir Ali (7 months ago)
Awesome for startup
Indzara (7 months ago)
Thanks for your feedback. Best wishes for your startup.
James Hawkins (8 months ago)
How do I download this template?
Indzara (8 months ago)
Please download from https://indzara.com/2017/01/sales-pipeline-tracker-excel-template/ Best wishes.
Onyekachi Onyia (8 months ago)
How can i get this template
Indzara (8 months ago)
Please download the template from https://indzara.com/2017/01/sales-pipeline-tracker-excel-template/ Best wishes.
Devonne Cranmer (9 months ago)
This is an amazing template you have given us! Thank you! My question is, how do I go about changing the options in the "Stage" slicer? Example: changing "Demo" to "Pre-Listing". Thank you again!
Indzara (8 months ago)
Thank you. Please edit the cells in C3 to F3. It will then automatically update the drop down for STAGE. Then, when you enter the data in the table below, the slicer will update automatically. Best wishes.
C Bettle (9 months ago)
Thank you. This is a great and simple pipeline. Great work!
Indzara (9 months ago)
You are welcome. Thanks for feedback. Best wishes.
Anup Chavan (9 months ago)
Great work....!
Indzara (9 months ago)
Thank you. Best wishes.
Avinash Kumar (10 months ago)
Thanks bro !! awesome Sheet
Indzara (9 months ago)
You are welcome. Thanks for feedback. Best wishes.
Nicolas Ruf (10 months ago)
Thanks so much for the template and instructional video, I'll be using this template for business. I have a question though, how do I deal with the CRM template in terms of a given customer making an additional purchase ? Let's say I closed a $500 with Jon Doe on January 2nd, and on March 3rd I closed another $470 deal with him again.
Indzara (9 months ago)
You are welcome. If it is a separate deal, please create a new row for the second deal. Best wishes.
Lawrence Stanley (10 months ago)
This is brilliant. You are gracious to share such a functional spreadsheet... Yet so many other CRM's try to add so much detail where this is very simple and straight forward. Thank you
Indzara (10 months ago)
You are welcome. Thanks for feedback. Glad to hear that it is simple and effective, which is what I try to achieve in each template :) . Best wishes.
ewanckphp (10 months ago)
Thanks for the upload and workbook. Great job!! Love the fact I can edit and modify to my needs.
Indzara (10 months ago)
You are welcome. Glad that it is useful. Best wishes.
Blair Anderson (11 months ago)
Brilliant! That is exactly what I was looking for. Thanks Indzara. Your pipeline worksheet and video ware so well done. If I could make one suggestion; further to what Anthony Bainbridge was saying below. I make a lot of notes detailing my correspondence with prospects. They are absolutely vital for keeping track of any deal's status. If you could allow us to move to a separate sheet for each prospect, detailing there info, but more importantly, a history of our conversations and the corresponding dates. For me, that would complete this pipeline. Thanks!
Indzara (10 months ago)
Thanks for the feedback. Best wishes.
Tej Bahadur singh (11 months ago)
I am unable to find this function or create this sheet So plse help and mail me the viedeo how it can be done. Mail ID - [email protected]
Indzara (10 months ago)
Sorry, I don't have a video that explains how to create this template. Thanks. Best wishes.
Vinay Shukla (11 months ago)
Awesome work thank you
Indzara (11 months ago)
You are welcome. Best wishes.
mohammad abu esnineh (11 months ago)
Clearly and easy to use , really thank you ... How do I add a new row?
Indzara (11 months ago)
You are welcome. Thanks for feedback. Please enter data in column A below the column headers. Then to add a new row, enter data in column A in the next row. Table will auto-expand. Best wishes.
Deborah Viviani (11 months ago)
Hi Indzara, I am sorry but I am having trouble downloading the PIPELINE SALES TRACKER. I know it is my limited understanding about downloading and extensions and such...will you email me a copy at [email protected]? It looks great and I am anxious to start using it!
Indzara (11 months ago)
Not a problem. Do you have Microsoft Excel for Windows? Please email [email protected] with your questions. Thanks & Best wishes.
Paul Martins (11 months ago)
i think it would be beneficial if the formulas were not editable. an entrant can make an error which would prove impossible to track unless if u reviewed all the formulas. otherwise its a good pipeline, better than most
Indzara (11 months ago)
I appreciate the feedback. I agree. This is a feature that is being requested from Microsoft. Hopefully they will implement soon. Best wishes.
Maria McKay (1 year ago)
Great spreadsheet but I'm concerned about downloading a free template (viruses,worms,etc.)...has anyone had issues???
Indzara (1 year ago)
Thank you. The template has been downloaded by hundreds of users and I have not received any complaints. Please let me know if there are any questions. Best wishes.
Elder Ramos (1 year ago)
WOW super helpful and love the fact you left it for us to download and ready to use. I have been using it and it has helped me a lot. Thank you
Indzara (1 year ago)
Thank you. Glad to hear that it is useful. Best wishes.
Ben Opetaia (1 year ago)
Thank you. Very useful and helpful
Indzara (1 year ago)
You are welcome. Thanks for feedback Best wishes.
Ali Taha (1 year ago)
Thank you..Great work!
Indzara (1 year ago)
You are welcome. Thanks for the feedback. Best wishes.
Johan Wouters (1 year ago)
Excellent work. A nice feature would be to add a "mail report" button so you can send it to the colleague's.
Indzara (1 year ago)
Glad to hear. Thanks for the feedback. Best wishes.
Ansari Md Yaseen (1 year ago)
Great Work Ideal for Small and Mid level Business
Indzara (1 year ago)
Glad to hear. Thanks & Best wishes.
Sachin Dongiri (1 year ago)
Hello, I find it very much useful. thank you for the great work. 5 star Excellent!!!!!
Indzara (1 year ago)
Thank you very much for the feedback. Glad that it is useful. Best wishes.
Rahul Sinha (1 year ago)
Simply outstanding! Just one quick query can we link the deal stages with the percentage of winning? Let's say you select Lead for a particular prospect so it automatically picks up a percentage?
Sanjay Sadanand (1 year ago)
Excellent. Your explanation on the sheet was really simple and useful. Great work keep it up.
Indzara (1 year ago)
Thanks for the feedback. Glad that it was useful. Best wishes.
P Karna (1 year ago)
Proper & Structured Approach. Thanks
Indzara (1 year ago)
Thank you. Best wishes.
Once again thank you.
Indzara (1 year ago)
You are very welcome. Thanks for the feedback. Best wishes.
Prasad Ignatius (1 year ago)
Brilliant work, thanks lad
jean luis indriago lugo (2 months ago)
Thanks for the Video! Excuse me for chiming in, I am interested in your opinion. Have you researched - Weydaniel Organized Dominator (search on google)? It is a great one of a kind product for getting 7000 plus project management and business templates minus the headache. Ive heard some extraordinary things about it and my old buddy Taylor got cool results with it.
Indzara (1 year ago)
You are welcome. Thanks for feedback. Best wishes.
Fantastic Excel File! Would your team be alright if I modified the template for my own?
Most definitely. Thanks! :)
Indzara (1 year ago)
+Rafael Inigo dela Cruz thank you. Sure you are welcome to modify. If you are sharing please provide reference to indzara.com if you can. Thank you. Best wishes.
farzod darzi (1 year ago)
thank you so much for this useful video and the free download
Indzara (1 year ago)
+farzod darzi you are very welcome. Best wishes.
Anthony Bainbridge (1 year ago)
Hi Indzara, Ive just had a real look at this excellent Sheet now, and I will definitely be using it, how easy would it be to link the contacts over to another sheet that works as a simple CRM (CRM search will up your youtube views considerably too). maybe clicking on the contact in the first sheet could open up the entry on the next sheet in the form fill view look rather than the linear method...... that would keep the funnel sheet looking clean and effective but still allowing us to see all the relevant contact (CRM) details at one click. What do you think? This would be loved by all SME sales people who are sick of using Dynamics or salesforce which are expensive and time consuming......
Indzara (1 year ago)
Thanks for the feedback. Yes, having a separate contacts sheet and storing their information is definitely possible. Having a form type of data entry, would require writing macros, but am sure it is possible. I hope to receive more feedback from users over the next couple of weeks. I will then review all feedback to add most in-demand features. Please continue to provide feedback. Thank you so much. Best wishes.
Anthony Bainbridge (1 year ago)
I have just had a quick look and it seems perfect for my Sales pipeline, and a very straight forward easily understood video. Thank you. I will download and try it and get back to you. TB
Indzara (1 year ago)
Thank you. Best wishes.
awesome....clear....and great video...
Indzara (1 year ago)
+Irviantanto Hadiprasetyo thank you so much for the feedback. Best wishes.

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