20 Oct 2026Built for real work · Available in English, Arabic & Spanish

Workbook overview

Sales & Customers

Small Business Sales Pipeline Tracker

A clear, formula-driven view of opportunities, expected revenue, and follow-up priorities.

✓ Verified Product Library facts

XLSXv1.0.0Microsoft Excel

Available file languages

EN · v1.0.0AR · v1.0.0ES · v1.0.0

Early public previewProduct purchasing is not open yet. This page is available so you can review the verified scope, compatibility, and language coverage.

100opportunities

6worksheets

8KPIs

2charts

3languages

Verified Product Library facts

One disciplined view of every active opportunity.

Bring opportunity details, stage probabilities, activity dates, expected close dates, weighted values, status, and follow-up flags into one structured workbook. Stage, monthly, and dashboard views update from the pipeline table using a consistent as-of date.

What it helps you do

✓Maintain up to 100 opportunities in one structured table.

✓Apply consistent stage probabilities and weighted values.

✓Highlight active opportunities whose follow-up is overdue.

✓Review eight KPIs and two native Excel charts.

6 / 6

Inside the workbook

Inside the workbookPurpose

01START-HEREWorkflow, color guide, and responsible-use limits.

02SETUPYear, currency label, follow-up threshold, review date, probabilities, and lists.

03SALES-PIPELINEOpportunity details, dates, values, next steps, outcomes, and notes.

04STAGE-SUMMARYCount, pipeline value, weighted value, average deal, and value share.

05MONTHLY-SUMMARYNew, won, lost, expected, and weighted monthly activity.

06DASHBOARDEight KPIs plus pipeline-by-stage and won-revenue charts.

Compatibility

✓Microsoft ExcelExcel 2021 · Desktop

Microsoft Excel 2021 desktop · Macro-free XLSX · No VBA, Office Scripts, Power Query, add-ins, connections, or external links.

Scope

A lightweight tracker—not a CRM.

It does not send reminders, capture email, synchronize systems, convert currencies, manage permissions, generate quotes or invoices, or support live multi-user CRM workflows. Results depend on accurate and timely stages, dates, values, and outcomes.

Language editions

Version and updates

ENv1.0.0Verified editionARv1.0.0Verified localized editionESv1.0.0Verified localized edition

An entitlement remembers the Product and purchased license. Patch and minor updates are included; major upgrades remain separately priced under the approved policy.

Reviews

No reviews yet.

Reviews will open only to verified buyers after launch.

Learn alongside the tool

Use the practical Guide alongside this Product to turn the workbook into a repeatable operating routine.

01How to Run a Useful Weekly Sales Pipeline ReviewPublished Guide

How to Run a Useful Weekly Sales Pipeline Review →