Sheets
5
Core areas separated
Free Download
Vynosy Pipeline Zaznam Sablona
Consultation
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You can adjust only the columns you need. Align the workbook with your existing deal flow.
Only adjust the columns you really need.
A free Excel template that keeps deals, consultations, and contracts in one workbook. On the same page, you can check the matching Web flow.
Free Download
Deals
Consultation
Contract
Structure
Traceable
Easy to share
Input
Easy to scale
Easy to adjust
Input example
Inquiry handling operating view
You can check the flow of deals, consultations, and contracts at a glance.
Deals
80 deals
Consultations
24 consultations
Quotations
12 quotations
Closing rate
35%
Free Download
See what is inside the Excel version first
A free template that makes it easy to organize deals, consultations, and contracts in one workbook. After downloading, start by aligning the main columns.
File
Revenue Pipeline Log Template.xlsx
File name：revenue_operations_revenue_pipeline_template_en.xlsx
Sheets
5 sheets
Purpose
Deal, consultation, and contract progress management
Align deals and consultations first to stabilize the workflow.
Keeping contracts in the same workbook eliminates the need to search through separate files.
Can also be used as reference material for monthly reports and handovers.
Start by entering the deal and consultation parameters.
Operating view
How the support flow works in Excel
Keeping deals, consultations, and contracts in a single flow makes it easier to avoid omissions.
Step 1
Align schedules
First, organize the deal parameters and align the daily operating conditions.
Step 2
Gather information
Gather consultation records to reduce omissions for each owner.
Step 3
Advance progress
Group the necessary checks and approvals into a single flow.
Step 4
Save history
Save history so it supports the next review and reporting.
Screen Mapping
Which Excel fields become which system screens
When Excel fields become system screens, the goal is not to copy the sheet. It is to turn daily decisions into filters, reminders, and traceable actions.
Excel element
System element
Notes
Excel element
Consultation list
System element
Sales pipeline
Notes
Helps make the flow from consultation to deal easier to view.
Excel element
Quotation records
System element
Quotation board
Notes
Helps reduce missed quotations.
Excel element
Handling history
System element
Sales follow-up timeline
Notes
Preserve each contact and action for easier handover.
Excel element
Contract progress
System element
Sales dashboard
Notes
Makes it easier to track progress until closing.