Sales Pipeline Tracker — Excel Template (Dashboard + Forecast + Win-Loss Analysis)
This plug-and-play Excel template gives sales reps, founders, and small teams everything they need to manage their pipeline, forecast revenue, and understand why they're winning and losing — all in one file. No setup. No subscriptions. No data leaving your computer. Just open it and start entering deals. ——— WHAT'S INSIDE (6 sheets): 🏠 Start Here — A guided welcome screen walks you through setup in 3 steps. 📊 Dashboard — Live KPI cards show Total Pipeline, Weighted Value, Win Rate, Deals Closing in 30 Days, and Quota Attainment. A pipeline-by-stage table and bar chart update automatically as you enter deals. 📋 Pipeline — Your main deal tracker. Stage dropdowns, probability weighting, automatic close-date countdown, and stale deal alerts (rows turn yellow when a deal hasn't been touched in 14+ days). 📈 Forecast — A rolling 6-month revenue forecast with three scenarios: Closed Won actuals, Weighted (likely), and Best Case. Quota vs. forecast comparison with a combo chart. Coverage ratio shows if you have enough pipeline to hit your number. 🏆 Win-Loss Analysis — Understand exactly why you're winning and losing. Loss reasons breakdown (Price, Competitor, No Budget, etc.), stage-by-stage funnel conversion, and rep performance comparison — all with live charts. 📋 Instructions — Step-by-step setup guide so anyone on your team can start using it immediately. ——— KEY FEATURES: ✅ Auto-updating dashboard — no manual refresh ever needed ✅ Probability-weighted pipeline (Deal Value × Close %) ✅ Stale deal alerts — yellow highlight when no activity in 14+ days ✅ 6-month rolling forecast with quota tracking ✅ Loss reason dropdown (7 categories) feeds Win-Loss analysis ✅ Rep performance comparison with win rate per salesperson ✅ Stage conversion funnel shows where deals drop off ✅ Works in Excel 2016+ and Microsoft 365 ✅ 366 live formulas — all verified error-free ——— WHO THIS IS FOR: → Freelancers and consultants tracking client opportunities → Startup founders managing early sales without a CRM → Small sales teams who need visibility without expensive software → Sales managers who want a weekly pipeline review tool ——— WHAT YOU GET:• 1 × Excel file (.xlsx) — works in Excel 2016, 2019, 2021, and Microsoft 365 • Sample data pre-loaded so you can see it in action immediately • Instant download — no account required after purchase ——— Questions? Reply to your purchase receipt and I'll get back to you within 24 hours.
Get it → lopezvibe6.gumroad.com