Sales Pipeline & CRM Tracker in Excel: Stages, Weighted Forecast & Deal Aging
Works with CRM exports such as Salesforce or HubSpot. Count and value deals by stage, weight the pipeline with stage probabilities and rep overrides, measure win rates and stage conversion, age deals and flag stalled ones, forecast by month and quarter, build a rep scorecard, track quota attainment and prepare dashboard data: 8 labs on one solar installer.
The first lesson is free — no account needed.
Lessons
- The Deal List: Count, Sum and Average by StageFree
- Weighted Pipeline: Stage Probabilities and Rep Overrides Pro
- Win Rate and Stage-to-Stage Conversion from Stage-Entry Dates Pro
- Deal Aging: Days in Pipeline, Days in Stage and Stalled Deals Pro
- Forecast by Month and Quarter from Expected Close Dates Pro
- Rep Scorecard: Pipeline, Wins, Win Rate, Deal Size and Sales Cycle Pro
- Quota Attainment, Gap to Goal and Pipeline Coverage Pro
- Capstone: Pipeline Dashboard Data – Top Deals, Risk Flags and KPIs Pro