Sales Pipeline Google Sheets Template
Sales Pipeline Google Sheets Template
Easily manage, track, and visualize your entire sales process with this user-friendly Google Sheets template. Perfect for individuals and teams looking to stay organized and close more deals.
What’s included:
📊 The Tracker Tab Automatically captures and displays lead details in dynamic charts.
Checkboxes let you open a detailed Lead View with information about won/lost deals by sales representative.
Visual insights at a glance to track your pipeline’s performance.
🗂️ Sales Pipeline Tab: View your leads in a clean Kanban-style layout.
Filter by salesperson and lead status for focused management.
Great for monitoring deal progress across the funnel.
📋 Leads Tab: Simply enter your leads.
Lead IDs generate automatically once a name is added.
Keep your lead data structured and searchable.
⚙️ Settings Tab: Customize funnel stages, lead sources, statuses, and sales reps.
Tailor the template to match your unique sales process.
Preferred Browser to use: Google Chrome.
Check the video for more: 👇
You will receive a PDF with a link to access the Google Sheets Template