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What’s inside the Sales Pipeline.

Real content in every part, ready to rewrite with your own.

  1. 1Ten deals with client, value, owner, next step and close date
  2. 2A stage dropdown with colours, from lead to won or lost
  3. 3Win chance set by the stage, and the weighted value of every deal
  4. 4Tiles for the open pipeline, forecast, won work and win rate, plus a By stage sheet

When to use it.

Sales Pipeline is a spreadsheet for agencies, studios and consultants tracking new business. Each deal has a client, value, owner, next step and close date, and its stage sets the chance of winning it. The sheet works out each deal's weighted value, the open pipeline, the forecast, the work won and your win rate, and a By stage sheet shows where deals are stuck.

Made for

  • Agency and studio owners
  • Business development leads
  • Consultants and freelancers
  • Founders selling services

Make it yours in four steps.

Open it in Spreadsheets and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Add a row for every opportunity, with an honest value and close date.

  2. Step 2

    Move each deal through the stages from its dropdown.

  3. Step 3

    Keep the next step specific and dated.

  4. Step 4

    Review the weighted forecast and the By stage sheet every week.

Start from the Sales Pipeline now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Sales Pipeline template free?

Yes. Create a free account and it opens in Docsiv's Spreadsheets app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Aptos with #0d9488, #f0fdfa, #ede9fe, #dcfce7, and you can change any of them, rewrite every word and add or remove rows and columns.

What can I export it as?

Spreadsheets in Docsiv offers: XLSX, CSV and PDF exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the sales pipeline for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All sales templates

Start your sales pipeline with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your sales pipeline for you to edit, share and send.