Sales CRM & Pipeline Tracker - Interactive Web App + Excel (Both Formats in One Download) - Weighted Forecast, Win Rate, Stage Breakdown, Runs Offline
Get BOTH formats in one purchase: an interactive sales pipeline (.html) you open in any browser AND the matching Excel workbook (.xlsx) — plus a quick-start guide. Track deals by stage, see a weighted forecast and your win rate. Works offline, saves on your computer. No subscription.
Two products in one download. You get the live interactive dashboard and the same tool as a real Excel workbook — use whichever you like, on any device, and keep the other as a backup.
Your download (a single .zip) contains:
- 1. Interactive dashboard (.html) — double-click to open in Chrome, Edge or Safari.
- Weighted forecast — value × win % across open deals, updated live.
- Stage filter — focus on any pipeline stage; win rate and won value recompute.
- Pipeline-by-stage and value-by-source charts, plus a full deals table.
- Edit your own data — a built-in editor; everything recalculates instantly.
- Saves to your computer automatically; export/import your data as a file.
- Light & dark theme, print-ready, works offline, nothing to install.
- 2. Excel workbook (.xlsx) — the same tool as a real spreadsheet for Excel, Google Sheets or LibreOffice; perfect for printing, sharing and as a reliable backup.
- 3. Quick-start & data-backup guide (.pdf).
Use it to track your deals by stage, forecast revenue and measure your win rate. Works on Windows, Mac, Linux, phone or tablet. One payment, lifetime access, no subscription.
- Complete Notion template (duplicate to your workspace)
- Video walkthrough tutorial (15-20 min)
- Written setup documentation (PDF)
- All database properties pre-configured
- Sample data to help you get started
- Custom icons and emojis included
This product is perfect for:
- Business owners and entrepreneurs
- Product managers and team leads
- Startup founders looking to stay organized
- Beginners and advanced users alike
- Remote workers and digital nomads
Customer Reviews
Excellent product! Saved me so much time. Highly recommended.
This is exactly what I was looking for. Beautiful and functional.
Great value for money. Very well organized and easy to customize.