What makes a sales team successful? Is it talent, size, or sophisticated tools? While all these elements are crucial, the best sales teams focus relentlessly on managing and growing their sales pipeline.
The sales pipeline is a critical part of forecasting revenue and forming a solid sales strategy.Â
However, sales teams often face challenges like disorganized leads, lack of visibility into prospects’ sales journey, and difficulties in the tracking process while structuring their sales pipeline.
A sales pipeline template can help you streamline your sales process, manage leads, track sales progress, and improve conversion rates.Â
This article shares 10 free sales pipeline templates that you can use to strengthen your sales pipeline and enhance sales efficiency and performance.Â
10 Free Sales Pipeline Templates to Close More Deals
- What is a Sales Pipeline Template?
- What Makes a Good Sales Pipeline Template?
- 10 Free Sales Pipeline Templates
- 1. ClickUp Steps to Create Sales Funnel Template
- 2. ClickUp Sales Pipeline Template
- 3. ClickUp Sales Tracker Template
- 4. ClickUp Sales Report Template
- 5. ClickUp Customer Journey Map Template
- 6. ClickUp Customer Success Plan Template
- 7. ClickUp Weekly Sales Report Template
- 8. Pipeline Tracker Spreadsheet from Sales Hacker
- 9. Excel Sales Pipeline Template by OnePageCRM
- 10. Excel Sales Funnel Template by SalesFlare
Summarize this article for me pleaseWhat is a Sales Pipeline Template?
A sales pipeline template visually maps out all the phases of the sales process, including prospecting, lead qualification, lead nurturing, and finalizing deals. It helps put all the sales pipeline data into context so that you can effectively track deals, focus on the right opportunities, and implement a well-planned strategy. Â
An effective sales pipeline template provides a clear framework that can be broken down into lead generation, qualification, outreach, follow-ups, negotiations, and deal closures. If you don’t want your deals to slip through the cracks, a sales pipeline template is an excellent addition to your arsenal of sales tracking software, tools, and resources.
Sales departments use these templates to set realistic goals, identify roadblocks and sales opportunities, track progress across the sales pipeline stage, and forecast sales.Â
Every sales pipeline template should ideally include the following components:Â
- Number of opportunities in your pipeline: Does your pipeline have ample opportunities to turn into sales?
- Size and value of each opportunity: What is the average deal size and deal records? Which sales reps are working on the deal, etc.?Â
- Time between phases of the sales pipeline: How long it takes each opportunity to move from one stage to the other, including expected closing date, win probability, overall time for closing dealsÂ
Before you adopt one for your team, it’s helpful to understand what makes a good sales pipeline template.Â
Summarize this article for me pleaseWhat Makes a Good Sales Pipeline Template?
Your sales pipeline template should be a resource, not a distraction, that enables you to manage your sales pipeline efficiently and reach your revenue goals.Â
To get the maximum ROI from your sales pipeline template, here’s what you need to look out for:
Well-defined stages
You must define each stage in the sales process to ensure your reps are on the same page about moving an opportunity from lead generation to qualification and closure and to avoid miscommunication.Â
Visual representation
An effective sales pipeline template should allow a visual representation of critical sales pipeline metrics and KPIs.
Collaboration features
Choose a sales pipeline report template with real-time editing, formatting features to make the template visually appealing, and the ability to collaborate using mentions, tags, and comments.
Reporting capabilities
The free sales pipeline template should provide a detailed analysis of your pipeline health and sales data and track sales reps’ performance.
Integration with your workflows
Lastly, your sales teams should be able to integrate this template into their existing workflows. For example, you should be able to automatically import the pipeline data from the template into your CRM for an error-free data flow.
Summarize this article for me please10 Free Sales Pipeline Templates
If you’re ready to build your first sales pipeline, here are the 10 best templates you can download for free and use today.Â
1. ClickUp Steps to Create Sales Funnel Template
One key component of a sales pipeline is the sales funnel. It shows the number of sales leads who move from being acquainted with your brand to finally purchasing.Â
The ClickUp Steps to Create Sales Funnel Template assists sales teams in navigating their customers from being prospects to leads to customers, and visualizes different funnel stages to forecast, manage, and improve sales performance.Â
This template includes the ClickUp Board View, which you can use to visualize all the steps, including lead generation, qualification, nurturing, and conversion.
With this template, you can constantly monitor how a qualified lead moves through each stage and take the appropriate action in response. Analyzing these deal stages helps you build and curate targeted content and collaterals to nurture prospective customers effectively.Â
ClickUp Brain, ClickUp’s built-in AI assistant, takes the pressure off your sales team by pre-filling data in your sales pipeline templates. Additionally, ClickUp Brain helps:
- Understand customer preferences
- Identify potential leads quickly
- Engage with customers promptly
For instance, sales teams can use ClickUp Brain to write engaging emails to customers when their subscriptions are about to expire.
Here’s another use case of AI in sales: Use ClickUp Brain with ClickUp Clips to create videos with AI-generated transcripts.
This feature is handy when onboarding a new customer and creating a personalized demo video to explain complex concepts.
2. ClickUp Sales Pipeline Template
Your sales pipeline is where all your revenue eventually comes from. Keeping a close eye on your sales leads from start to finish helps you optimize for better numbers.Â
You need the ClickUp Sales Pipeline Template to visualize your sales process and prioritize leads based on criteria like urgency and potential.
Add leads gathered from phone calls, referrals, and emails and gradually segregate them into the different stages of your sales cycle. Then, delegate your reps to other sets of leads or different stages of the sales pipeline.Â
This free sales pipeline template helps you build efficient workflows and labels tasks into custom statuses such as churned, follow-up, and attention-needed. An effective sales pipeline leads to more accurate forecasting of future sales and faster product development. It also brings you closer to your sales goals.Â
💡Pro tip: Using reliable CRM software to centralize client data and manage all lead movement can make your sales teams more productive. This curated list of 20 best CRM software will help you get started.Â
3. ClickUp Sales Tracker Template
For sales reps to perform at their peak, you need a thorough sales process. Use the ClickUp Sales Tracker Template to get an eagle-eye view of every moving part of your sales process.Â
This template helps you build a foolproof sales plan by tracking your performance toward sales goals and gaining visibility into individual and team performance.
Sales leaders can monitor every interaction between the potential customer and sales rep, capture feedback, and schedule timely follow-up emails.Â
Use ClickUp Dashboards within your sales plan templates to identify and track key metrics like customer lifetime value. Add a standard deals board, win probability, and the average revenue per customer as per your preference.
💡Pro Tip: ClickUp Milestones breaks larger targets into smaller tasks, keeping everyone aligned toward key targets. Don’t forget to celebrate small wins to keep your team motivated!Â
4. ClickUp Sales Report Template
ClickUp’s Sales Report Template is a straightforward spreadsheet for tracking key metrics and gaining insights into your progress and future plans.
Visual charts allow you to spot opportunities and trends, analyze sales performance, and optimize your sales and operations planning (S&OP) processes.
While you can create sales reports on Excel spreadsheets, sales report templates offer comparable project views and automation capabilities to boost your productivity.
5. ClickUp Customer Journey Map Template
The ClickUp Customer Journey Map Template is a whiteboard template that helps you understand your customers’ experiences with your brand. This template depicts customers’ pain points, actions, needs, and expectations to improve the customer journey at every touchpoint.
Sales reps working on complex deals can use this template to gain deeper insights into customer behaviors and sensitivities, enabling them to pitch products more effectively.
💡Pro tip: To support your customer journey mapping efforts, consider investing in customer database software that aligns with your needs. This will help you gain valuable insights into your customer interactions.Â
6. ClickUp Customer Success Plan Template
ClickUp’s Customer Success Plan Template outlines the strategy and processes of a comprehensive sales pipeline management plan. It’s ideal for teams looking to improve customer experience throughout the customer lifecycle.Â
This sales pipeline template offers the following benefits:
- Define the success criteria specific to each customer with custom statuses such as active subscription, at risk, churned, and new customer
- Organize onboarding, training, and success activities and save vital information about each customer based on subscription type, account stage, contract, and issue description
- Improve customer success tracking with nested subtasks, tagging, priority labels, and assignees
💡Pro Tip: Get one of these sales automation tools to automate time-consuming tasks, streamline workflows, focus on pipeline management and tracking, and enhance your team’s productivity.Â
7. ClickUp Weekly Sales Report Template
As a sales expert, you want to regularly track crucial KPIs, such as the lead-to-opportunities ratio, lead conversion rate, sales per region, and sales volume by channel.
ClickUp’s Weekly Sales Report Template is a great way to track key metrics, plan for future success, and optimize your team’s performance in a centralized place instead of juggling multiple tools to gather this information.
Use this template to analyze essential data for your weekly sales reports, such as the number of leads and sales generated.
Analyze this data against previous sales performance, such as weekly, monthly, or quarterly reports, to spot patterns in the sales pipeline, anomalies in the deal stage, and scope for improvement in sales activities.Â
While assigning weekly tasks to your sales team, use ClickUp’s Workload View to assess the workload, ensure everyone works at their optimal capacity, and reassign work based on your findings to prevent burnout.
💡 Pro tip: Empower your sales team with the tools and resources to help them perform at their best. Here’s a list of top sales enablement tools to improve your sales strategy.
8. Pipeline Tracker Spreadsheet from Sales Hacker
Are you looking for a simple sales pipeline template that focuses mainly on the numbers? Then, the Pipeline Tracker Spreadsheet from Sales Hacker could be a good option. It provides a quarter-by-quarter overview of your sales figures, allowing you to stay organized and make data-driven decisions to boost sales decisions.Â
Bonus: Check out this list of 30+ sales tools you need to get ahead of the curve and build a more efficient sales process.
9. Excel Sales Pipeline Template by OnePageCRM
Use OnePageCRM’s Excel Sales Pipeline Template to map your sales pipeline strategyÂ
The Excel Sales Pipeline Template by OnePageCRM is built to map your pipeline strategy from scratch and set up your sales team for success.
It includes everything your sales reps need to manage the pipeline, from contact name, organization, deal stage, win probability, expected close date, and weighted forecast. Plug and play your data in this Excel spreadsheet and get started with tracking your sales pipeline.
10. Excel Sales Funnel Template by SalesFlare
The Excel Sales Funnel Template by SalesFlare is perfect for building customized sales funnel stages that match your unique sales process.
You can add and remove stages, manage team members, create targets, and even set reminders for follow-ups with leads.
This free template is available in Google Sheets and Excel formats, allowing for a simple yet effective sales optimization process.
Import this sales pipeline management template into your Salesflare CRM, eliminate manual data entry, and focus on building stronger relationships. Salesflare also sends handy notifications to follow up and stay on top of your tasks.Â
Summarize this article for me pleaseSeal More Deals with ClickUp’s Sales Pipeline Templates
When you’re tired of manually entering data to manage your sales pipeline and customers in Excel, try ClickUp’s pre-built free sales pipeline templates.Â
ClickUp’s suite of features—from ClickUp Brain to automate template pre-filling, Milestones to visualize progress, Automations to eliminate grunt work, and CRM to import all data related to customer and lead interactions into a centralized platform—are widely used by high-performing sales teams.
Sign up on ClickUp for free and download our free sales pipeline template now.
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