Sales CRM & Pipeline

Step 1. 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.

Step 2. 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.

Step 3. 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.

Step 4. 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.

Step 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.