Description
Most pipelines leak because “Proposal” means something different to every rep. This template fixes that with written entry and exit criteria for each of five stages (Lead, Discovery, Qualified, Proposal, Negotiation) and default probabilities you can tune to your own close rates.
What’s inside: the printable tracker (PDF) plus SalesPipelineTracker.xlsx, a working spreadsheet with formulas for weighted pipeline value, stage conversion and days-in-stage. You also get a deal tracker with weighted value and age, a weekly pipeline review agenda, and a conversion and velocity scorecard so you can see where deals stall.
Who it’s for: founders, sales leaders and small B2B teams who want a disciplined pipeline without buying or configuring a CRM first. Edit the stages to match your process, load your open deals and run your first weekly review this week. Both files are delivered immediately after purchase.