Steve Pugh, Business Coach, Management Consultant, Growth Strategy, Teesside, Newcastle, Grow my business, increase sales

Sales Pipeline tracker - Excel Spreadsheet

Sales Pipeline tracker - Excel Spreadsheet


Track your sales pipeline or client contacts with this useful free spreadsheet. Often for a small business you do not need a complicated client CRM, in many cases this simple sheet will do.


It has at its heart 5 columns: Client name, Last Contact date, Days since last contact (conditional formatted column that calculates number of days and goes green to red over 6 months) Response / Category and Next actions.


Aim to convert 3% of your sales approaches and work that sales pipleline!! Instructional videos available on YouTube!