Sales & CustomerSpreadsheet

Sales Pipeline Tracker

A lightweight CRM-in-a-spreadsheet for tracking leads, deal stages, expected value, and close probability. Built for sales teams of one to five who need visibility without the overhead of a full CRM. Includes guide and pipeline spreadsheet.

Format
Spreadsheet
Read time
Ongoing weekly
Downloads
0
Published
May 12, 2026
Best for
Founders, small sales teams, B2B operators
Jump to file
African EntrepreneursEarly-stage StartupsSMEsSales & RevenueTemplateGuide

What is a sales pipeline?

A sales pipeline is the structured view of every potential deal your business is working on, organized by stage of progression. It shows you what is in flight, what is stuck, what is likely to close, and where your team should focus its time. A good pipeline turns sales from a series of hopeful conversations into a managed process.

Who this is for and when to use it

African founders selling deals themselves, small sales teams of one to five people, operators in B2B services, and SMEs that want sales discipline without paying for a full CRM. Use the tracker from the first lead you take seriously. Review it weekly with your team, update it after every prospect interaction, and use it to forecast monthly and quarterly revenue.

What is inside

A written guide that explains how to design pipeline stages, calculate close probabilities, run a weekly pipeline review, and forecast revenue, plus an editable spreadsheet with stages, deal value, probability, weighted value, owner, next step, and last activity for every deal. Pair with The Sales Pipeline Guide for the full narrative explanation.

Key concepts you will learn

The standard B2B pipeline stages (lead, qualified, demo or discovery, proposal, negotiation, closed-won, closed-lost), weighted pipeline value, pipeline coverage (how much pipeline you need to hit quota), conversion rates between stages, sales velocity, the difference between a lead and a qualified opportunity, and how to run a useful pipeline review.

Frequently asked questions

When should I move from a spreadsheet to a real CRM?
Around five to ten salespeople, or when you need automated workflows like email sequences and lead scoring that a spreadsheet cannot run. Below that, a spreadsheet is usually faster and clearer.
How much pipeline coverage do I need?
Most B2B businesses need 3x to 4x pipeline coverage. If your quota for the quarter is 100,000, you need 300,000 to 400,000 of qualified pipeline.
How often should I clean the pipeline?
Weekly. Deals that have not moved in 30 days are usually dead but founders are reluctant to admit it. The tracker forces the discipline.
What close probabilities should I use?
Most teams use stage-based defaults: 10% at qualified, 25% at demo, 50% at proposal, 75% at negotiation. The guide explains how to calibrate these to your actual conversion data.

Take the full guide with you

Free for African founders. Download the complete file with examples and templates.

SPRE

MsingiLab_Sales_Pipeline_Tracker.xlsx

75 KB

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