Sales Pipeline
Sales Pipeline is a deal-tracking CRM template with linked activities, stage-based workflows, and pipeline views. Use it to follow every deal from lead to close without juggling spreadsheets.
Trusted by frontline teams 15 years of frontline software
Built for: Saas · Professional Services · Financial Services · Agency Sales
Overview
Sales Pipeline is a deal-tracking template built around two linked record types: deals and activities. It is designed for teams that need a clear view of where each opportunity sits, what happened last, and what needs to happen next. The deal record captures company, contact details, value, stage, expected close date, priority, source, notes, and last activity date. The activity record logs calls, emails, meetings, notes, and demos against a specific deal so the history stays attached to the opportunity.
Use this template when you want a simple CRM-style workflow with board, table, and calendar views, plus a dashboard for pipeline value, win rate, deals closing this month, revenue forecast, and recent activity. It is a good fit for small sales teams, founder-led selling, and back-office revenue tracking where spreadsheets are starting to break down. The workflow moves deals through Lead, Qualified, Proposal, Negotiation, Closed Won, and Closed Lost, which gives the pipeline a consistent lifecycle.
Do not use this template as a substitute for a full enterprise CRM if you need account hierarchies, quoting, territory planning, or complex automation across many teams. It is also not the right fit if your process is mostly one-off lead capture with no follow-up history. The value here is in structured deal records, linked activities, and a clean review loop that makes pipeline status and next actions easy to see.
How to use this template
- 1. Load the template and confirm the deal stages, activity types, and dashboard metrics match your sales process before inviting users.
- 2. Assign each open opportunity to a deal record with the required company, contact, deal value, expected close date, stage, and source fields filled in.
- 3. Log every call, email, meeting, demo, or note as an activity linked to the correct deal so the record history stays attached to the opportunity.
- 4. Use the board view for stage management, the table view for detailed review, and the calendar view to spot upcoming close dates and activity timing.
- 5. Review the dashboard and the 14-day no-activity flag each week, then move stalled deals, update next steps, or close out lost opportunities.
Best practices
- Keep one active deal record per real opportunity so the forecast and win rate stay readable.
- Update last_activity_date whenever a meaningful touch happens, not only when a deal changes stage.
- Photograph or attach supporting evidence only when your sales process needs it, such as signed documents or proposal screenshots, and keep notes concise.
- Use the priority field to surface deals that need manager attention before the expected close date slips.
- Treat Closed Won and Closed Lost as final states and avoid reopening them without a clear reason in the notes.
- Standardize source values early so inbound, outbound, referral, and partner reporting stays consistent.
- Review deals with no activity in 14 days during pipeline meetings so stale opportunities do not linger unnoticed.
What this template typically catches
Issues teams running this template most often surface in practice:
Common use cases
Frequently asked questions
What does the Sales Pipeline template include?
It includes two linked record types: deals and activities. Deals store company, contact, value, stage, expected close date, priority, source, notes, and last activity date. Activities are tied to a deal and track calls, emails, meetings, notes, and demos. The template also includes table, board, and calendar views, a dashboard, workflow rules, and notifications.
Who should use this template?
This template fits sales reps, account executives, founders, and sales managers who need a lightweight CRM-style app. It is especially useful for teams that currently track pipeline stages in spreadsheets or shared docs. If you need deal visibility, follow-up tracking, and a simple handoff between reps and managers, this template is a strong starting point.
How often should the pipeline be reviewed?
Most teams review it daily for active follow-ups and weekly for forecast and stage hygiene. The weekly scheduled job in this template flags deals with no activity in 14 days, which makes it easier to catch stalled opportunities. Managers can use the dashboard to review closing dates, win rate, and forecast before pipeline meetings.
What happens when a deal is marked Closed Won?
The workflow moves the deal through the defined stage lifecycle and sends an email notification when a deal reaches Closed Won. That makes it easier to trigger downstream handoffs, such as onboarding, fulfillment, or customer success follow-up. You can also use the activity history to confirm the last touch before closing.
Can this replace a full CRM?
It can replace ad hoc spreadsheet tracking or a narrow CRM workflow, but it is not meant to be a full enterprise CRM. It focuses on deals, activities, pipeline visibility, and simple automation. If you need advanced territory management, quoting, marketing automation, or deep account hierarchies, you will likely want a larger system.
How customizable is the template?
You can change stages, activity types, priorities, dashboard metrics, and notification rules to match your sales process. The linked record structure makes it easy to add fields like owner, region, or product line later. You can also adapt the board and calendar views to fit how your team reviews pipeline.
How does this compare to tracking deals in spreadsheets?
Unlike a spreadsheet, this template keeps each deal and activity in a structured record with linked history. That means you can filter by deal, see recent activity on the detail page, and avoid duplicate or stale updates. It also supports workflow and notifications, which spreadsheets usually do not handle well.
What integrations make this template more useful?
Email notifications are the main built-in handoff, especially for Closed Won events. Teams often pair this template with calendar tools for meeting follow-up and with email or messaging tools for reminders. If you already use a separate lead source, you can map inbound records into the deal fields and keep the pipeline as the system of record.
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