CRM Pipeline Tracker — Excel

Manage your entire sales pipeline in Excel with this structured CRM tracker template. Three sheets: active pipeline with deal name, company, contact, stage, value, probability, close date, and next action; won/lost deal log for win rate analysis; and a revenue forecast sheet that calculates weighted pipeline by close month. Perfect for small sales teams who don't yet need a full CRM tool. Sortable, filterable, and ready to use.