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Sales Pipeline Template

This template is suitable for sales teams seeking for a simple approach to manage pipeline progress and action items on individual accounts.

Template Configuration

Task status


Active Opportunities

Late Stage Opportunities

Closed Lost

Closed Won




Task type


Custom field

Estimated Value

Template Details

Use this simple sales pipeline chart template to show how many of your leads convert into sales. It’s a stunning way to make an impression.

What exactly is a sales pipeline?

The success of your company depends on how well you manage your sales pipeline. However, managing your sales pipeline without effective tools might be a little challenging. This Tracup sales pipeline template includes the strong features you need to close all of those profitable deals. You may visualize your sales process with this strong yet adaptable template, ensuring that you never lose out on a lucrative opportunity.

A sales pipeline is a visual representation of your sales process that allows you to track all of your opportunities as they progress through each sales stage. With our free sales pipeline template, you can keep track of where each opportunity is at all times. Then, share your project with stakeholders so that you can keep track of opportunities and land larger deals.

  1. Sales pipeline is an important sales management model that scientifically reflects the status of opportunities and sales efficiency.
  2. Sales pipeline is a very intuitive statistical report of sales opportunity status.
  3. Generally, if the number of sales opportunities at each stage is represented by a bar chart, because the number of each stage is different, so the bar is long or short. If all plots are arranged up and down according to the rules on the front of the stage, because in general, the more stages in the whole sales opportunity are more forward, the less stages are backward, so the whole figure is funnel-shaped, so called sales pipeline.
  4. Through this report user can clearly see the current state distribution of all sales opportunities. If a user ‘s sales pipeline statistical map is not funnel-shaped, it may be that one or more links of the user’ s customer development work have problems, perhaps in terms of strategy and perhaps skills, careful analysis can find out the causes of the problems, and then solve the problems as soon as possible.
  5. The statistical data of sales pipeline comes from sales opportunities. Meaning: The significance of sales pipeline lies in that, through visual graphics, it points out the proportion relationship between the customer resources of the company from the potential customer stage, to the intention customer stage, negotiation stage and transaction stage, or the conversion rate.

What is the progression of a sales pipeline?

Because every business is unique, the stages of your sales pipeline will differ depending on the type of business you run. Lead generation, lead nurturing, marketing qualified lead (MQL), sales accepted lead (SAL), sales qualified lead (SQL), closed deal, and post-sale are the seven stages of the sales pipeline.

How can I boost my sales pipeline?

  • The finest sales pipeline is one that your team uses on a regular basis. Maintain an up-to-date pipeline to avoid missing an essential touch point and losing an opportunity. You’ll also want to make sure that everyone on your team understands the stages of your sales pipeline. Consider holding a seminar to help employees understand pipeline stages and discuss sales prospecting strategies.

With our sales pipeline template, you can track action items and keep opportunities moving.

  • Managing your pipeline effectively entails not only expanding it, but also preserving the opportunities that already exist. With our sales pipeline template, you can easily keep track of account data, notes, and action items in one place to keep everything moving forward. You can zero in on new leads, top accounts, or at-risk opportunities with a variety of views. Tracup is adaptable enough to help sales teams of all sizes build and grow their pipeline. With these tips, you can learn more about Tracup for Sales and Account Management or get started with our sales pipeline template.

High Productivity

View your pipeline from various angles. Our sales pipeline template is available in List, Board, Calendar, and Timeline views. Use custom fields to include estimated opportunity value, lead status, and more. Then, filter every view by opportunity size, priority type, account owner, and beyond.

Easier Forecasting and Insights

Tasks help you keep track of follow-ups and notes. Traditional CRMs can make it difficult to track action items in conjunction with the rest of your work. Tracup allows you to keep notes and track follow-ups in one place.

Stronger Customer Relations

  • Automate processes to ensure that you never miss another opportunity. Connect your sales pipeline to Tracup Rules to ensure you never miss another opportunity. Add Rules to easily reassign tasks or update custom fields when certain triggers occur. Use Rules to, for example, add collaborators to a task when the lead status changes or to update the priority status based on the estimated value.
    Streamline your work across your preferred business tools. Tracup integrates with Salesforce, allowing you to create a transparent intake process, eliminate bottlenecks, and assign actionable tasks to all of your stakeholders. You can automate critical sales workflows with Tracup for Salesforce so that you never miss an important step.
  • Increase cross-functional cooperation. It can take a village to move opportunities forward. Add other teammates you collaborate with to your sales pipeline management project to facilitate cross-functional collaboration.

Revenue pipelines are elements of sales pipelines that can be managed with Tracup.

  • Forecasting pipelines
  • Prospecting for sales

The Template Default

Task Status: ☹[Active Opportunities]👌[Late Stage Opportunities]🖐❎[Closed Lost] [Closed Won] [Finished]
Task Type: [Proposal] [Closed] [Meeting] [Qualification]
Custom Field: Estimated Value(text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Estimated Value


Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.


  1. Crail, Chauncey. “sales pipeline Template And Examples For 2022 – Forbes Advisor.” Forbes Advisor, 26 Aug. 2022,
  2. “Pipeline - Wikipedia.” Pipeline - Wikipedia, Accessed 27 Sept. 2022.
Other Info

Built in 2022-09-27 18:33:17


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