CRM & Sales
CRM Sales Pipeline
Track deals by stage with value, probability and weighted forecast.
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No sign-up · English & Spanish · Excel and Google Sheets
What's inside
- Company and contact
- Pipeline stage
- Deal value and probability
- Weighted forecast
- Filterable deals table
A lightweight CRM to manage your pipeline: every deal with its stage, value and likelihood of closing.
- Click Download and open the file in Excel, Google Sheets or ExcelBot.
- Replace the sample data with your own — formulas and totals update automatically.
- Check the Instructions sheet inside the file for tips.
- Want charts or a dashboard? Upload it to ExcelBot and ask the AI.
crm
sales
pipeline
leads
ventas
forecast
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