Simple CRM Spreadsheet Template & Sales Pipeline Tracker for Small Business | Excel

Never forget a follow-up again - and see what your sales pipeline is really worth.

This simple CRM spreadsheet template for small business is an Excel sales pipeline tracker: keep every contact and deal in one file, get follow-up reminders and a weighted sales forecast without paying for CRM software.

WHAT'S INCLUDED

• Contacts (300 rows): company, contact, email, phone, lead source, owner, status, last contact, next follow-up• Automatic follow-up flag: OVERDUE, TODAY, This week or Later, highlighted in colour, plus days since last contact• Pipeline (300 rows): deal, company, owner, stage, value, created and expected close dates; probability, weighted value and days open fill in automatically• Stage Summary: deals, total value and weighted value per stage, plus won value by month against your target• Dashboard: open pipeline, weighted forecast, won value, win rate, overdue follow-ups, follow-ups this week, this month vs target, and two charts• Settings: your own stages and win probabilities, lead sources, team members and monthly sales target

BEST FOR

Freelancers, consultants, agencies, contractors and small sales teams who want a simple CRM in Excel instead of a monthly subscription.

HOW IT WORKS

1. Set your stages, lead sources, team and monthly target in Settings2. Add contacts and deals (sample rows show the format)3. Check the follow-up column and Dashboard each morning

FORMAT / DELIVERY

• Microsoft Excel (.xlsx) - also opens in Google Sheets and LibreOffice• Sample data included so you can see how it works• Instant digital download - no physical item is shipped

FAQ

What exactly do I get?

Simple CRM spreadsheet template for Excel: contacts, follow-up reminders, sales pipeline stages, weighted forecast and win rate dashboard.

What do I need to use it?

Microsoft Excel on Windows or Mac (Excel 2016 or newer, or Microsoft 365). It also opens in free Google Sheets, though Excel is recommended.

How do I get it?

It is an instant digital download: right after payment you get the file on the page and by email. No physical item is shipped.

What if it is not right for me?

Contact me through my Payhip store within 30 days and I will refund you - no hard feelings.

I have a question

Use the contact link on my Payhip store page and I will help.