Deal stages
9
Shared stage definitions
Free download
Free Excel template for deal stages, pipeline value, and funnel conversion
Consultation
Need help choosing the right pipeline workflow?
When stage definitions differ across the team, forecasting and review are hard to align. We can clarify the Excel pipeline fields first, then decide whether a visual web dashboard would help.
If you need team collaboration, mobile entry, photo uploads, corrective-action reminders, or dashboards, view the systemized version.
Organize the deal list, stage definitions, expected value, close probability, and next actions in one workbook. Use it to review pipeline health as a sales leader and reflect on deal movement as a rep.
Free download
Pipeline
Sales funnel
Conversion rate
Conversion
28%
Trend review is easier
Forecast
Clear
Gaps are easier to spot
Workflow snapshot
Pipeline health at a glance
Track deal count, expected value, and next action by stage so leaders can spot stalled sections faster.
Active deals
36
Late-stage deals
9
Free download
Review the Excel workbook before you start
This free workbook organizes sales stages, deal value, expected close dates, and conversion rates. With shared stage definitions, the team can see which deals are stalled and where reinforcement is needed.
File
Sales Pipeline and Funnel Tracker.xlsx
File name: sales_operations_opportunity_pipeline_log_template_en.xlsx
Sheet count
7 sheets
Use case
Pipeline and funnel analysis
Deal stage, value, owner, and close probability are visible in one place.
Funnel conversion and stalled stages are easier to review together.
Start by standardizing stage names, then add an owner and next action for each deal.
Excel workflow
Review the sales pipeline through shared stages
Enter each deal, split the pipeline by stage, and review conversion and stalled points so forecasting has a stronger basis.
Step 1
Enter the deal
Record the customer, expected value, owner, expected close date, and current stage.
Step 2
Split by stage
Review count and value across discovery, needs confirmation, quotation, negotiation, and other stages.
Step 3
Review conversion
Check conversion rate and time in stage to decide the next reinforcement action.