- File format
- Excel (.xlsx)
- Works with
- Excel 2019 / Microsoft 365
A lightweight sales pipeline for people who find a CRM too much and a notebook too little.
Features
- Deals move through six stages, from Lead to Won or Lost
- Weighted forecast: deal value multiplied by the probability of its stage
- Follow-up list: every deal you have not touched for more than seven days
- Reasons-lost analysis, so the same objection does not surprise you twice
Hosted externally
The file is kept on the author's own server, because it is updated almost weekly. The download button takes you there directly; no account is needed.Works with
Excel 2019 or newer and Microsoft 365. It relies on dynamic arrays, so it will not work in Excel 2016 or in LibreOffice.Gallery
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Pipeline
