Q1

Contact name Organization Deal Stage Probability

Thomas Morris Shields Group Qualified 10%

Regan Scanlon Globex Meeting arranged 25%
Joe Bloggs Acme Needs defined 50%
Heather Stuart Wonka Proposal sent 80%
Frank Tompkins Stars Inc Won 100%
Q1 Total

Q2

Contact name Organization Deal Stage Probability

Thomas Morris Shields Group Qualified 10%

Regan Scanlon Globex Meeting arranged 25%
Joe Bloggs Acme Needs defined 50%
Heather Stuart Wonka Proposal sent 80%
Frank Tompkins Stars Inc Won 100%
Q2 Total

Q3

Contact name Organization Deal Stage Probability

Thomas Morris Shields Group Qualified 10%

Regan Scanlon Globex Meeting arranged 25%
Joe Bloggs Acme Needs defined 50%
Heather Stuart Wonka Proposal sent 80%
Frank Tompkins Stars Inc Won 100%
Q3 Total
Q4

Contact name Organization Deal Stage Probability

Thomas Morris Shields Group Qualified 10%

Regan Scanlon Globex Meeting arranged 25%
Joe Bloggs Acme Needs defined 50%
Heather Stuart Wonka Proposal sent 80%
Frank Tompkins Stars Inc Won 100%
Q4 Total

GRAND TOTAL
 Weighted Expected Close
Amount Deal Owner
Forecast date

8,500.00 850.00 26/01/2022 Anna

15,000.00 3,750.00 03/02/2022 John
10,000.00 5,000.00 04/02/2022 John
25,000.00 20,000.00 15/03/2022 Anna
20,000.00 20,000.00 20/03/2022 Margareth
78,500.00 49,600.00

Weighted Expected Close

Amount Deal Owner
Forecast date

8,500.00 850.00 26/01/2022 Anna

15,000.00 3,750.00 03/02/2022 John
10,000.00 5,000.00 04/02/2022 John
25,000.00 20,000.00 15/03/2022 Anna
20,000.00 20,000.00 20/03/2022 Margareth
78,500.00 49,600.00

Weighted Expected Close

Amount Deal Owner
Forecast date

8,500.00 850.00 26/01/2022 Anna

15,000.00 3,750.00 03/02/2022 John
10,000.00 5,000.00 04/02/2022 John
25,000.00 20,000.00 15/03/2022 Anna
20,000.00 20,000.00 20/03/2022 Margareth
78,500.00 49,600.00
 Weighted Expected Close
Amount Deal Owner
Forecast date

8,500.00 850.00 26/01/2022 Anna

15,000.00 3,750.00 03/02/2022 John
10,000.00 5,000.00 04/02/2022 John
25,000.00 20,000.00 15/03/2022 Anna
20,000.00 20,000.00 20/03/2022 Margareth
78,500.00 49,600.00

314,000.00 198,400.00
 Next Action

Schedule discovery call

Demo product
Arrange meeting
Follow up call
Check in call in 3 months time

Next Action

Schedule discovery call

Demo product
Arrange meeting
Follow up call
Check in call in 3 months time

Next Action

Schedule discovery call

Demo product
Arrange meeting
Follow up call
Check in call in 3 months time
 Next Action

Schedule discovery call

Demo product
Arrange meeting
Follow up call
Check in call in 3 months time
Q1

Q2
Q3

Q4
To edit the file, please click on File → Make a copy

This is a sales pipeline template created by OnePageCRM: #1 Action-Focused CRM.

You can sign up for a free 21-day trial of OnePageCRM here: onepagecrm.com

This sales pipeline template has 5 stages: Qualified, Meeting arranged, Needs defined, Proposal sent, an
Conditional formatting has been set for each stage. If you have many deals, you will get a better visual re
You can change the close probability directly in the formula on "Pipeline" sheet.
For example, if you want to change the probability of "Qualified" stage from 10% to 5%, make the follow
Make sure to add the extra deal rows to your charts.

Tired of spreadsheets? Try the interactive drag-and-drop Sales Pipeline in OnePageCRM. Learn more
ined, Proposal sent, and Won.
will get a better visual representation of how many deals are in each stage of your sales process.

to 5%, make the following change: IF(C3="Qualified";0,05;

PageCRM. Learn more