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Sales pipeline tracker sheet
Ship a lightweight Excel pipeline sheet with weighted forecast, next steps, and overdue flags.
rach_maeve16 August 2026
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Design me a simple sales pipeline tracker in Excel that a small sales team can actually keep updated. No macros, no add-ins, just clean columns and smart formulas.
Here is the context:
- What I sell: {{offering}}
- Typical sales cycle length: {{cycle}}
- Stages we use: {{stages}}
- Average deal value: {{avg_deal_value}}
- How I want to see the numbers rolled up: {{rollup_view}}
Please give me:
1. The column structure for the deal log (deal name, contact, stage, value, weighted value, close date, next step, next step date, owner, notes).
2. The formula for weighted value based on stage probability, with the probability table clearly listed.
3. A summary block at the top with total pipeline, weighted pipeline, deals overdue, deals closing this month.
4. A conditional formatting rule that highlights any deal whose next step date has passed.
5. Two things a rep should update before every pipeline meeting.
Tone: practical sales manager. AU English, no em-dashes.Run in
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