Free sales pipeline template for deals and follow-ups

Keep the pipeline, the value behind it and today’s most useful follow-up in one editable view instead of rebuilding the same report in several places.

Use this template free Free, no account, opens in your browser.

Main focusSales pipelineBranchOpen dealsThoughtAccount priorityBranchValue by stageThoughtQuota and follow-ups

Built from the same cards and connections you edit inside HeadTidy.

What’s included

An open-deals table with account, stage, value and close date
A weighted account-priority matrix for deciding which deal gets attention today
A bar chart linked to pipeline value by stage
A quota goal and a practical follow-up checklist

A sales pipeline should answer three questions quickly

Which deals are real, where are they stuck, and what happens next? The open-deals table keeps those answers on one row per account. Use a small set of stages your team can apply consistently, enter a realistic close date, and remove deals that no longer have a credible next step.

Use the same view for business development

A business development pipeline often starts earlier than a sales pipeline, but the working shape is the same. Rename the stages to Prospect, Contacted, Qualified, Proposal and Agreement, or use the names your team already understands. Keep the account, expected value and next date visible. Do not create a second tracker just because the first conversation was called a partnership rather than a sale.

Stage	Evidence that earns it	Useful next step
Prospect	The account fits the customer or partner profile.	Name the person and the reason to contact them.
Qualified	A real need, owner and plausible timing are known.	Agree the next conversation and date.
Proposal	The offer, scope and decision process are clear.	Record the open question blocking a decision.
Commit	The buyer has stated a decision path and timing.	Confirm the action on both sides.

Prioritise the next conversation, not the biggest logo

The account-priority matrix weighs deal size, urgency and relationship instead of letting the newest email choose the day. Change the options and weights to match your actual pipeline. A large deal with no movement may deserve a smaller score than a warm, time-bound opportunity that can move this week.

Worked example

A €20,000 renewal is at risk, a €9,000 lead has asked for a proposal, and a €40,000 deal has not replied in three weeks. The table shows all three. The priority matrix puts the renewal first because urgency and relationship outweigh size today. The follow-up checklist records the proposal, CRM note and agreed next step so the pipeline remains a decision tool rather than a decorative forecast.

Review the pipeline once a week

Check every active row for a named next action and date. Move stalled deals back to a more honest stage or close them. The value-by-stage chart and quota goal are summaries of the table, not replacements for it; if the underlying rows are wishful, the chart will be wishful more neatly.

How to use this template

Start
Add each active account with its current stage, value and expected close date.
Sort
Adjust the priority matrix to reflect the opportunities that deserve attention now.
Move
Complete the follow-up checklist and give every live deal a dated next step.

Frequently asked questions

What should a sales pipeline template include?

At minimum: account, stage, expected value, close date and the next action. This template also includes a weighted priority view, a value-by-stage chart, quota progress and a follow-up checklist.

Can I use this as a business development pipeline template?

Yes. Rename the stages to match partnerships or business development, such as Prospect, Contacted, Qualified, Proposal and Agreement. The account, value, next step and review rhythm still apply.

How many sales pipeline stages should I use?

Use the smallest set that describes a meaningful change in evidence or responsibility. Four to six stages are usually easier to apply consistently than a long list of subtly different labels.