S

Sales Pipeline Tracker Spreadsheet Template

Manages sales leads and opportunities through stages of the pipeline to forecast revenue.

Sales Pipeline Tracker
This document helps manage and track sales opportunities as they move through a predefined sales process to forecast revenue.

Prepared by:	{salesManager}
Period:	{reportingPeriod}

Opportunities
Lead Name	Company	Contact Email	Stage	Opportunity Value	Expected Close Date	Probability (%)	Forecasted Value
{#opportunities.leadName}	{#opportunities.company}	{#opportunities.contactEmail}	{#opportunities.stage}	{#opportunities.opportunityValue}	{#opportunities.expectedCloseDate}	{#opportunities.probability}	{#opportunities.forecastedValue}

Summary
Total Pipeline Value	=SUM(opportunities[Opportunity Value])
Total Forecasted Revenue	=SUM(opportunities[Forecasted Value])

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

Customize Template

Download the Sales Pipeline Tracker template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Sales Pipeline Tracker Using Forms

collect sales lead data via web form to generate sales pipeline tracker spreadsheet

create sales opportunity tracker from client intake form submissions

generate sales forecast spreadsheet from online form responses

use form submissions to auto-fill sales pipeline stages in Excel

build sales pipeline report from web-based lead capture form

Generate Sales Pipeline Tracker Using APIs

trigger Excel sales pipeline tracker generation from CRM system API

generate sales opportunity spreadsheet via API after deal status update

auto-generate revenue forecast spreadsheet from API data push

use REST API to create sales lead tracker in Excel from external sources

generate Excel pipeline report from marketing automation platform using API

Integrations / Automations

automatically create sales pipeline spreadsheet from new Salesforce lead using Zapier

generate Excel sales tracker from HubSpot deal updates via Make

auto-create sales forecast report in Excel from Pipedrive using Zapier

build sales pipeline Excel sheet from Facebook Lead Ads using automation

sync Google Forms responses to generate sales opportunity tracker in Excel

Other templates in Sales & Marketing

Lead Generation Spreadsheet

SpreadsheetXLSX

Collects and organizes potential customer leads with contact information and status.

Event Marketing Plan

DocumentDOCX

A template for planning promotional activities around marketing events or trade shows.

Content Calendar

SpreadsheetXLSX

Schedules planned content pieces and publication dates for marketing campaigns.

Sales Pitch Deck

DocumentDOCX

A slide deck template to deliver persuasive sales presentations.

Sales & Marketing Templates