Step 1
Set up stages
Choose the default close probability for each sales pipeline stage.
Free sales spreadsheet tool
Free Sales Tracker Template Generator
A sales tracker template is a structured spreadsheet for managing deals, owners, stages, values, close probabilities, and follow-ups. Build yours here, monitor weighted pipeline health, then export a clean CSV for Excel or Google Sheets.
No signupPrivate in your browserWeighted pipelineExcel-ready CSV
Tracker setup
Build your spreadsheet template
Customize the pipeline, add deals, and export a clean CSV for Excel, Google Sheets, or your CRM.
Default stage probabilities
Changing a stage updates the probability for deals currently in that stage.
Active deals
1
Pipeline value
$0
Weighted pipeline
$0
Average deal
$0
Overdue follow-ups
0
Deal tracker
Scroll the grid horizontally on small screens; the page itself stays fixed.
| Deal | Company | Owner | Stage | Value | Probability | Expected close | Last contact | Next follow-up | Next step | Notes | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| unscheduled |
Pipeline by stage
New Lead (1)
Total $0
Weighted $0
Qualified (0)
Total $0
Weighted $0
Discovery (0)
Total $0
Weighted $0
Proposal (0)
Total $0
Weighted $0
Negotiation (0)
Total $0
Weighted $0
Closed Won (0)
Total $0
Weighted $0
Closed Lost (0)
Total $0
Weighted $0
How to use the sales tracker
Step 2
Add deals
Enter each opportunity, owner, value, stage, dates, next step, and notes.
Step 3
Review pipeline health
Check total and weighted value, stage distribution, average deal size, and overdue follow-ups.
Step 4
Export the tracker
Copy or download the CSV for Excel, Google Sheets, or another sales system.
Sales tracker questions
What is a sales tracker template?
A sales tracker template is a structured spreadsheet for recording opportunities, owners, pipeline stages, deal values, close dates, follow-ups, and next actions in one consistent view.
What columns should a sales tracking spreadsheet include?
Include the deal and company, owner, stage, value, probability, expected close date, last contact, next follow-up, next step, and notes.
How is weighted pipeline value calculated?
Multiply each deal value by its close probability, then add the weighted values. A $10,000 deal at 40% probability contributes $4,000.
Can I open the exported tracker in Excel or Google Sheets?
Yes. Download the CSV, then open it directly in Excel or import it into Google Sheets. Dates and numeric values are kept in separate columns.
Is the sales data uploaded anywhere?
No. The tracker runs in your browser and exports locally. DripAgent does not receive the deal data you enter in this tool.
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