Sales CRM & Pipeline Tracker (Pro) — Google Sheets + Excel with Weighted Forecast, Win Rate & Funnel
Advanced sales CRM & pipeline for Google Sheets & Excel. Stage-based win probabilities, weighted revenue forecast, win rate, sales funnel, leads by source, an activity log and automatic overdue-follow-up flags. 6 connected tabs, live formulas.
Run your entire sales pipeline — and forecast revenue you can actually trust. A complete CRM for sales teams, agencies and freelancers: track every deal by stage, get a weighted forecast based on stage win-rates, and never let a follow-up go cold. Works in Google Sheets and Excel.
6 connected tabs:
- Sales Dashboard — open pipeline, weighted forecast, won value, win rate, average deal size, a sales funnel by stage and leads by source, with charts.
- Deals — one row per opportunity; move a deal by changing its Stage and the win probability, weighted value and status update automatically. Overdue follow-ups flag red.
- Contacts — a company/contact directory tied to your owners.
- Activities — a call/email/meeting log so every touchpoint is recorded.
Stage win-rates, sources and owners are all editable on the Lists tab. Every number is a live formula — weighted forecast, win rate and funnel recalculate the moment you move a deal. Delivered as an .xlsx: open in Excel, or import to Google Sheets via File ▸ Import ▸ Replace spreadsheet.
- Excel/Sheets file (.xlsx and Google Sheets link)
- All formulas pre-built and documented
- Video walkthrough tutorial (10-15 min)
- Written setup documentation (PDF)
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.