Sales Pipeline template
Opportunities by quarter with value, probability, close date and stage, a board from Lead to Won, and a dashboard that reads as a forecast.
Sales leaders and account executives running a quarterly pipeline review.
- 4 views
- 11 fields
- 2 groups
- 12 sample tasks
- 2 milestones
- 5 dashboard widgets
- 6 workflow statuses
- 1 automation
Pipeline · Board view · opens first
What's included
One row per opportunity, grouped by the quarter it is expected to close, moving from Lead through Qualified, Proposal and Negotiation to Won or Lost. Each carries a deal value, a win probability, a weighted value and the next action. Close dates sit on the calendar, the board is the pipeline review, and the dashboard totals what is in each stage. Proposals depend on discovery being done, so the timeline shows when a deal can realistically close.
Views
- Pipeline (Board)
- Opportunities (Table)
- Close dates (Calendar)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Accountcustom
- Deal valuecustom
- Win probability %custom
- Weighted valuecustom
- Deal typecustom
- Next actioncustom
- Competitorcustom
Groups
- This quarter
- Next quarter
Dashboard
- KPIs
- Tasks by status
- Group progress
- Overdue tasks
- Trend line
Automation
- Notify when a task becomes overdue
6 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Lead
- Qualified
- Proposal
- Negotiation
- Won
- Lost
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Sales Pipeline
Use the Sales Pipeline template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 4 views are ready. Available on Standard and above.