Template

Free sales pipeline template

Track deals, owners, close dates and next steps in Google Sheets or Excel. Start with a plain CSV and add the filters and stage dropdowns your team needs.

Elsa L.

Editor

Download the template

15 columns and 3 fictional deal rows. This CSV has no formulas, dashboard, dropdowns or reminders. Delete the sample rows before using it.

Download CSV

Free download, no sign-up required. Spreadsheet software may require an account or license.

Set up the file

Import the CSV into Google Sheets or Excel. In Excel, use Data > From Text/CSV to check the delimiter and column types. Check dates before saving your working copy as a spreadsheet.

Remove all three sample rows. Freeze the header and add filters across every column so sorting keeps each deal together. CSV files do not preserve spreadsheet formatting or dropdown rules.

Choose stages your team can apply

A starting set is Qualified, Proposal, Decision, Won and Lost. Qualified means you have confirmed a need and a contact. Proposal means you have sent a scope and price. Decision means the buyer is reviewing that proposal.

Agree what counts as Won or Lost, then add those labels as a dropdown in your spreadsheet. The sample rows use Qualified and Proposal. Adapt the stages to your sales process and use the same spelling in every row.

Review next steps and overdue deals

Filter out Won and Lost, then sort the full table by Next step date. Review overdue actions, empty next steps and close dates that have passed. Ask the owner to update the action or explain the delay.

Use Last contact to find conversations that may need a follow-up. Match the timing to the buyer and your sales cycle. A quiet two weeks alone does not establish that a deal is lost.

Build a pipeline report

Filter to open deals and the close-date period you want to review. Group by stage or owner, then total Value separately for each Currency. For example, the three fictional USD rows total 107,000 before filtering.

That total is the value of open opportunities. It does not estimate how much will close. This file has no probability field or weighted forecast formula. Add and explain your assumptions if you build a forecast.

What each column tracks

Company, contact name and contact email: Who the deal is with. Use a consistent company name across rows.
Deal name and stage: One opportunity per row. Give separate projects with the same company their own rows.
Value and currency: The proposed deal amount and its currency code. Keep totals separate by currency.
Expected close date: Your current estimate of when the buyer will decide. Use YYYY-MM-DD dates.
Owner: The person responsible for updating the deal and its next step.
Source and introduced by: The channel and, where relevant, the person who made the introduction.
Next step and next step date: A specific action and its due date. This file does not send reminders.
Last contact: The date of your latest exchange. Update it after each conversation.
Notes: Keep buyer requirements, blockers and agreed actions brief.

Before moving to a CRM

Check the destination CRM supports your file type, fields, dates and company links. Test a few sample rows and inspect the result before moving your full list. Keep a backup. CSV import, duplicate handling and undo options vary by product.

Check Lumenbase migration options

Frequently asked questions

It is a CSV download that both tools can import. It contains column headings and three fictional rows. Save a working copy in your spreadsheet tool to keep any formatting or dropdowns you add.

Yes. Give each opportunity its own row and a distinct deal name. Keep the company name consistent so you can filter or group its deals together.

No. The file has deal values, currencies and expected close dates, but no formulas or probabilities. You can use those fields to build a report after you import it.

Setup references

Guide and sample data updated 22 September 2026.

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