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Sales Pipeline & Forecast Tracker for B2B Teams (Excel)
Track every B2B deal by stage, get a weighted sales forecast for the next six months, see win rate by salesperson and catch deals going cold before they're lost.
₹399₹899Save ₹500 (56%)
Inclusive of all taxes · One-time payment · Instant download
1 offer for you
Instant downloadOn screen + email
Secure paymentUPI · Cards · Net Banking
7-day helpFix or refund if faulty
Perfect for
B2B sales teams of 2 to 15 peopleFounders who still sellSales heads preparing a monthly forecast
What you get2 × .xlsx (blank + sample)
Works withMicrosoft Excel · Google Sheets · WPS Office
DeliveryInstant download
LicencePersonal & own-business use
Frequently bought together
This item: Sales Pipeline & Forecast Tracker for B2B Teams (Excel)₹399
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Most small and mid-size sales teams run their pipeline in WhatsApp chats and memory. Then the month ends and nobody knows what will really close. This tracker gives you a CRM-style pipeline in a spreadsheet the whole team can use.
What it does
- Deals: deal, company, owner, stage, value, expected close, source, last contact and next step
- Stage probabilities you set (lead 10%, proposal 50%, negotiation 75% and so on) and a weighted value for each deal
- Alerts: 'Going cold' after 14 days without contact, 'Close date passed' for overdue deals
- Dashboard: open pipeline, weighted forecast, won value, win rate, pipeline by stage, forecast for the next six months and performance by owner
When a spreadsheet is enough
Up to a few hundred deals a year and a team of 2 to 15 salespeople. Share it on Google Sheets so everyone updates their own deals.
What's inside
Everything you get
01
Deals
300 deals with weighted value and alerts
02
Stages
Your own win probabilities
03
Dashboard
Pipeline, forecast, win rate and owners
04
Blank + sample
Sample B2B pipeline with 10 deals
Files in your download
- XLSXSales_Pipeline_Forecast_Tracker.xlsx45 KB
- XLSXSales_Pipeline_Forecast_Tracker_SAMPLE.xlsx46 KB
How to use
Start in 5 simple steps
A step-by-step guide is also included inside your download.
- 1
Set probabilities
Based on your history
- 2
Add every deal
With a next step
- 3
Update weekly
Stage and last contact
- 4
Review the forecast
In the sales meeting
- 5
Study lost deals
Every quarter
FAQ
Questions about this product
Is this a replacement for a CRM?
For small teams, yes. It covers pipeline, forecast and follow-ups. Bigger teams that need email tracking and automation should use a CRM.
How is the forecast worked out?
Each open deal's value × its stage probability, grouped by expected close month.
Can I rename the stages?
Yes. Edit them on the Stages sheet; the Deals drop-down and dashboard follow.
How many salespeople can use it?
As many as you list on the Lists sheet. The owner table on the dashboard shows four; add rows for more.
Can the team update it from phones?
Yes, through Google Sheets. Each person filters by their own name.
How do I get the files after payment?
A download button appears on screen right after payment, and the link is emailed to you. You can also download again any time from My account.
Can I use it on my phone?
Yes. It works with Microsoft Excel, Google Sheets, WPS Office. Free mobile apps are enough.
What if something does not work?
Write to us within 7 days with your order number. We will fix it, send a working file, or refund you.
Our promiseEvery file is tested before launch. If something doesn't work, we fix it or refund you within 7 days. Refund policy
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