Sales CRM & Pipeline

Follow the screens at your own pace. Replace fictional examples with your own information.

STEP 1 OF 5

Save your copy and add contacts

Hi, I'm Alex. Start by saving your own copy. In Contacts, replace the fictional examples with your customer details. Use one contact per row.

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STEP 2 OF 5

Add each opportunity

Open Pipeline and enter one deal per row. Add the company, opportunity, owner and deal value. Choose a stage and enter probability as a percentage, such as sixty percent. Leave the calculated columns M and N intact.

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STEP 3 OF 5

Plan your follow-ups

Enter the expected close date, follow-up due date and next action. Use real spreadsheet dates. Follow-up alerts appear in the workbook; they do not send emails.

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STEP 4 OF 5

Read the dashboard

On Dashboard, review open pipeline, weighted forecast and follow-up status. Set your monthly sales target in E32. Forecasts are estimates, not guaranteed sales. Missing probabilities need attention.

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STEP 5 OF 5

Keep it current

When a deal closes, choose Won or Lost and record the closed date. Review the stage and forecast charts each week. Filter Pipeline to organise your next actions, and save your workbook.

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These instructions cover the workbook version shown. Check the product listing for included formats. Google Sheets import and feature compatibility have not been independently verified for these versions.