Increase Your Revenue in Just Few Days with 10 Sales Pipeline Template

Did you know that businesses with an optimized sales pipeline are 15% more likely to grow their revenue? (Source: Harvard Business Review).

A well-structured sales pipeline template can be your secret weapon to streamline processes, prioritize leads, and close deals faster. In this guide, you'll get top 10 free sales pipelines templates to help increase your sales today!

What is a Sales Pipeline Template?

A sales pipeline template is a tool that helps you track potential customers from the first interaction to the final sale. It shows each step, such as reaching out to a new lead, following up, and closing the deal.

With a good sales pipeline template, your sales team can stay organized, follow up effectively, and track deals through various stages. It helps you see which sales activities are working, manage sales leads, and even forecast your future revenue growth and sales.

Top 10 Free Sales Pipeline Template

1. Simple Visual Pipeline Board: Trello

Trello offers a simple yet effective sales pipeline template. It uses a board format with columns to show different stages of your sales pipeline.

Each card represents a lead or deal, and you can easily drag and drop them through various stages, like "Initial Contact," "In Progress," and "Closed Deals." This visual representation helps your sales team understand the deal won entire process at a glance.

Key Features:

• Easy drag-and-drop interface.
• Customizable columns for different sales stages.
• Allows for adding notes, labels, and follow-up dates on each card.
• Integrates with other tools like Google Sheets and CRM software.

Ideal For: Small sales teams, startups, or anyone who likes a simple, visual pipeline without too much fuss.

G2 Rating: 4.4 out of 5 ⭐

Pros:

• Free to use and easy to set up.
• Great for visual learners who want a clear view of their pipeline.
• Allows for team collaboration, so sales reps can work together seamlessly.

Cons:

• Limited reporting features; not ideal if you need detailed sales data.
• Can get cluttered if you have a large volume of leads or deals.

2. Spreadsheet Pipeline Tracker: Google Sheets

If you like to have a bit more control over your sales data, a sales pipeline template on Google Sheets might be your go-to.

This template helps your sales teams track sales leads, deal stages, expected closing dates, and deal sizes—all in a simple spreadsheet format. Google Sheets offers real-time collaboration, which means your sales team can update the pipeline together.

Key Features:

• Easy to customize and add columns for tracking key metrics like expected close date, sales forecast, and lead qualification.
• Real-time updates allow everyone on the sales team to stay up-to-date.
• Integrated with other tools; can link to Google Forms for new leads or automate updates with Google Apps Script.

Ideal For: Sales teams that are comfortable with spreadsheets, need more data tracking, or want a highly customizable solution.

G2 Rating: 4.7 out of 5 ⭐

Pros:

• Free and flexible; can be customized to fit any specific sales process.
• Great for analyzing detailed sales data, including sales activities, deal size, and conversion rates.
• Real-time collaboration makes it easy to track deals and work on sales opportunities together.

Cons:

• Requires a bit more setup and knowledge of spreadsheets.
• Not as visually engaging as a board format like Trello.

3. Kanban Style Sales Board: Asana

Asana is a project management tool that offers a free Kanban-style sales board template. Kanban is a visual way of organizing tasks, where you can see every step in your sales pipeline.

With Asana, you can drag and drop tasks (or deals) through different sales stages like "Initial Contact," "Negotiation," and "Closed Deals." This visual pipeline makes it easier to see which sales leads are moving quickly and which ones need more attention.

Key Features:

• Visual Pipeline: Asana's Kanban board shows your sales process from start to finish. You can track deals at every stage.
• Collaboration Tools: Add comments, assign tasks to sales reps, and set deadlines to ensure nothing falls through the cracks.
• Integration Options: Connect Asana with other tools like Google Sheets, Slack, and even CRM software to enhance your sales pipeline management.
• Real-Time Updates: Any changes made are instantly visible to all team members, keeping the sales team on the same page.

Ideal For: Small sales teams that want a visual way to track their deals and like a simple, straightforward sales pipeline template.

G2 Rating: 4.3 out of 5 ⭐

Pros:

• Easy Setup: No need for long tutorials; just start adding deals and dragging them across your pipeline stages.
• Great for Collaboration: You can assign tasks to sales reps, making it clear who is responsible for what.
• Customizable Sales Process: Change the stages to fit your unique sales cycle, so your pipeline matches your business.

Cons:

• Limited Reporting Features: If you're looking for detailed sales data or sales pipeline report templates, Asana may not be the best option.
• No Built-in CRM: While you can track deals and stages, it's not a full CRM software, so you may need additional tools for deeper insights.

4. CRM Integrated Pipeline Template: HubSpot CRM

HubSpot CRM is a popular tool that provides a fully integrated sales pipeline template. This template is built into the CRM, so you can manage your entire sales process, from lead tracking to closing dates.

With HubSpot, your sales funnel template is automatically updated as deals progress through various stages.

Key Features:

• Built-In CRM: Manage all sales activities in one place, from initial contact with potential customers to closing deals.
• Pipeline Management Tools: Track deal size, expected close date, sales stages, and more with an easy-to-use dashboard.
• Automated Follow-Up: Set up follow-up reminders, and HubSpot will help you stay on top of potential customers without missing a beat.
• Detailed Analytics: Get insights on your sales opportunities, conversion rates, and win probability to see how your sales team is performing.

Ideal For: Sales teams of any size that want an all-in-one tool to manage their deals, leads, and sales process efficiently.

G2 Rating: 4.4 out of 5 ⭐

Pros:

• Full CRM Capabilities: HubSpot CRM goes beyond just a pipeline template; it covers the whole sales process.
• Automation: You can automate follow-ups and track sales easily without manually updating data.
• Customizable Stages: Adjust your pipeline stages to match your specific sales process, ensuring a personalized workflow.

Cons:

• Steeper Learning Curve: Since HubSpot has many features, it might take a bit of time to learn how to use everything effectively.
• Limited Advanced Features in Free Plan: The free template offers a lot, but some advanced sales pipeline management features require an upgrade.

5. Sales Funnel Tracker Template: Airtable

Airtable is a flexible and user-friendly tool that combines a spreadsheet format with a database. Their Sales Funnel Tracker template is designed to help you keep track of your entire sales pipeline in a visual and interactive way.

You can see where each deal is in your sales process, from the first meeting to the next expected closing date.

Key Features:

• Customizable Columns: You can easily add, remove, or rename columns to track the deal stages that matter most to your sales team.
• Visual Pipeline: Use the "Kanban view" to see your sales funnel as a visual board, similar to sticky notes on a whiteboard, but digital.
• Real-Time Collaboration: The template allows your team to update lead status and follow-up activities instantly. Everyone stays up to date!
• Integration-Friendly: Airtable integrates with Google Sheets, CRM software, and more, so you can pull in data from different sources.

Ideal For: Sales reps and teams who love a mix of spreadsheet simplicity and the power of a sales pipeline tracker that can easily be customized.

G2 Rating: 4.6 out of 5 ⭐

Pros:

• Flexibility: You can track everything from initial contact to deal size without needing to learn complex software.
• Automations: Set reminders and automate follow-up tasks so no potential customer slips through the cracks.
• Visual Representation of Sales Funnel: With Airtable, you can view your sales pipeline stages in different formats, making it easy to see which deals are close to closing.

Cons:

• Limited Advanced Features in Free Version: You might need a paid plan for features like more records or advanced integrations.
• Steep Learning Curve for Beginners: While powerful, new users might need some time to explore and learn how to make the most of Airtable's features.

6. Quarterly Sales Pipeline Planner: Notion

Notion is a flexible workspace tool where you can create a sales pipeline template that fits your exact needs. It’s more than just a tracker—think of it as a place where you can plan, strategize, and manage your sales process all in one.

The Quarterly Sales Pipeline Planner template helps you plan sales activities for each quarter, track deals, and stay on top of closing dates.

Key Features:

• Customizable Layouts: Notion lets you organize your sales pipeline as a database, calendar, or even a visual board to track sales opportunities.
• Centralized Data: Keep all your sales data, notes, and documents in one place. Attach important files to deals so your sales team has everything they need.
• Sales Activities and Goals: Track your sales goals and activities easily. Assign tasks to sales reps and set deadlines to make sure everything is on track.
• Real-Time Editing and Collaboration: Like Google Sheets, any changes you make are instantly visible to your entire sales team.

Ideal For: Small sales teams that want a free, all-in-one sales pipeline planner to track deals, have sales experts plan future sales, and set sales goals.

G2 Rating: 4.7 out of 5 ⭐

Pros:

• Highly Customizable: You can change the pipeline stages, sales data, and layout to match your specific sales process.
• Task Management: Assign and track follow-ups, closing dates, and any sales activities that need attention.
• Organize Your Workflow: Beyond the sales pipeline, you can create to-do lists, manage projects, and store client information.

Cons:

• Takes Time to Set Up: Notion is very flexible, but setting up a sales pipeline template can take some time.
• No Built-In Sales Analytics: While you can track deals and stages, Notion doesn't provide built-in analytics, so you may need to calculate metrics manually.

7. Pipeline Status Summary Template: Monday.com

Monday.com is a powerful tool that offers a Pipeline Status Summary template. This template allows you to track the entire sales pipeline visually, from the initial contact to closing deals. It shows you where each deal is in the sales pipeline stage and what stage needs more focus.

Key Features:

• Customizable Boards: Create boards to represent different sales stages, like “New Leads,” “In Progress,” and “Closed Deals.” Customize these to fit your specific sales process.
• Automated Reminders: Set up reminders and alerts for sales reps to follow up on deals, ensuring your team stays up to date.
• Color-Coded Status Indicators: Use colors to highlight the status of each deal. For example, green could mean "close date is soon," while red might indicate a delayed deal.
• Team Collaboration: Assign tasks to sales reps, track sales activities, and communicate in one place for better sales pipeline management.

Ideal For: Sales teams that want a visual and interactive way to track their sales pipeline stages and assign tasks efficiently.

G2 Rating: 4.6 out of 5 ⭐

Pros:

• Easy to Set Up and Use: You can quickly create a sales pipeline template and customize it for your team.
• Great for Tracking Multiple Sales Activities: Track deal stages, follow-up dates, and potential customers all in one view.
• Integrations: Monday.com integrates with tools like Google Sheets, CRM software, and email platforms to make data entry easy.

Cons:

• Limited Advanced Analytics in Free Plan: The free template offers basic tracking, but you might need a paid plan for deeper analytics and reports.
• Learning Curve: Some users may need time to fully understand all features and how they can be customized for their sales process.

8. Automated Workflow Pipeline: Zapier

Zapier is an automation tool that connects different apps together to create a seamless sales pipeline template.

The Zapier pipeline template allows you to automate tasks like adding new leads, sending follow-up emails, and updating deal status across various stages. It’s a great way to reduce manual work and keep your sales data accurate.

Key Features:

• Automate Repetitive Tasks: Zapier connects apps like Google Sheets, CRM software, and email, so when a lead is added in one place, it automatically updates in another.
• Customizable Automations (Zaps): Set up "Zaps" (or automation rules) that fit your sales cycle. For example, if a lead moves to a new sales stage, an email is sent automatically.
• Track Deal Progress: Monitor deals as they move through your sales pipeline, so you always know what needs attention.
• Real-Time Updates: When sales activities happen, such as closing dates or new leads, your data is instantly updated.

Ideal For: Sales teams who want to automate their sales process, save time on manual data entry, and make sure their sales pipeline stays organized.

G2 Rating: 4.5 out of 5 ⭐

Pros:

• Time Saver: Automates tasks like lead tracking, follow-ups, and updating your sales funnel.
• Customizable to Your Sales Pipeline Stages: Zapier works with various stages of your sales pipeline, so you can create custom automations.
• Supports Many Integrations: Connects with over 2,000 apps, including CRM software, Google Sheets, email, and more.

Cons:

• Complex Setup for New Users: While Zapier is powerful, setting up automations can be challenging if you’re not familiar with the platform.
• Advanced Features Require a Paid Plan: The free template has basic automations, but you’ll need to upgrade for more complex workflows.

9. Team Performance Pipeline Dashboard: Google Data Studio

Google Data Studio is a free tool that helps you visualize your sales pipeline. You can create a performance dashboard that shows how well your sales team is doing.

This excel template helps you track sales activities, sales stages, deal sizes, and more. It pulls data from various sources, like Google Sheets or CRM software, to show you the complete picture.

Key Features:

• Customizable Reports: Create easy-to-understand dashboards that show key metrics like deals closed, sales funnel status, and lead tracking.
• Data Integration: Connects with other tools like Google Sheets, Google Analytics, and CRM software for up-to-date information.
• Visual Pipeline Tracking: Use graphs and charts to see how deals move through your sales pipeline stages. This gives you a visual representation of your sales process.
• Collaboration Options: Share your sales pipeline dashboard with the team, so everyone stays informed and aligned on sales goals.

Ideal For: Sales teams who want to track sales performance visually and need a customizable dashboard to follow their sales pipeline template.

G2 Rating:  4.5 out of 5 ⭐

Pros:

• Free and Highly Customizable: You can create tailored dashboards to show the data most relevant to your team.
• Visuals That Help You Understand Your Sales Pipeline: Easily track deals and see sales opportunities at a glance.
• Integrates Well with Other Tools: Pull data from Google Sheets, CRM software, and more.

Cons:

• Requires Some Knowledge of Data Visualization: It may take a bit of time to learn how to build dashboards effectively.
• Not a Full CRM Solution: While great for tracking, it won't replace a CRM software for sales pipeline management.

10. Industry-Specific Sales Pipeline Templates: Pipedrive (Free Trial)

Pipedrive is a CRM software that provides industry-specific sales pipeline templates. This means the sales pipeline template is built to match your industry’s needs, whether you’re in real estate, SaaS, or manufacturing.

You can start with a free trial to see how it works for your sales team. Pipedrive’s sales templates also are designed to help you track deals, monitor closing dates, and manage sales opportunities.

Key Features:

• Industry-Specific Sales Pipeline Stages: Pipedrive provides stages that match your sales process based on your industry.
• Automated Follow-Ups: Set up reminders to follow up with potential customers and keep your sales funnel moving.
• Deal Management and Reporting: Track the progress of each deal, from initial contact to close date, and get insights into sales performance.
• Mobile Access: Use Pipedrive on mobile to manage your sales pipeline on the go.

Ideal For: Sales teams that need a tailored sales pipeline template based on their industry and want to manage the sales process from one place.

G2 Rating: 4.3 out of 5 ⭐

Pros:

• Templates Built for Your Business: You can choose a sales pipeline template that fits your industry, saving time on setup.
• Automates Parts of Your Sales Process: Keep deals up to date with automated reminders and follow-ups.
• Easy to Use Interface: Helps your sales team track deals and activities without a steep learning curve.

Cons:

• Limited Features After Trial: After the free trial, you’ll need to pay for access to advanced features.
• Learning Curve: It may take some time to get used to the different functions and settings in Pipedrive.

Benefits of Sales Pipeline Templates for your Sales Team

1. Enhanced Predictability and Forecasting

• A sales pipeline template helps your sales team see what's happening with each deal. It breaks down the sales process, making it easier to predict outcomes.
• If you know which deals are in what stages, you can better forecast your future sales. This means you’re more prepared and can focus on what will bring in revenue.

2. Improved Time Management and Focus

• With a sales pipeline, your sales reps know exactly where they need to spend their time. They can see which deals need follow-ups and which stages are moving slowly.
• This helps them focus on high-priority deals and close them faster. As a result, you track deals more effectively and avoid missing any opportunities.

3. Collaboration Across Teams

• Sales pipeline templates let everyone see the same information. Sales teams, marketing, and even customer service can all be on the same page.
• This improves communication and makes sure everyone knows their role. When everyone works together, deals close faster, and potential customers receive better service.

4. Accelerated Onboarding for New Reps

• A clear sales pipeline makes training new sales reps easier. They can see the exact sales stages, track leads, and understand the sales process quickly.
• This means they start contributing to the sales team faster, making the whole team more productive.

How to Streamline your Sales Process with Pipeline Templates

1. Standardize your Sales Stages for Consistency

A clear sales process is vital. A sales pipeline template helps you set standardized sales stages. For example, you may have stages like "Initial Contact," "Follow Up," and "Close Date." This makes it easy for sales rep working for your team to know what comes next in any deal.

How to do it:

Decide on each deal stage of your sales process. Set clear rules for when a deal should move from one stage to another. This will make sure every sales rep follows the same process.

2. Automate Deal Progression and Notifications

Manually moving deals through stages can slow your sales team down. By automating these movements, sales reps save time. Pipeline templates can also send automatic notifications for follow-ups or expected close dates, keeping deals on track.

How to do it:

Use a template that lets you set up automatic actions. When a deal reaches a certain stage, the template will trigger emails or task reminders, helping you stay up to date.

3. Visualize Performance with Real-Time Tracking

A visual pipeline makes it easy to see your sales activities. It provides real-time tracking of deals, helping you quickly spot which sales leads need attention. A visual sales pipeline report template shows your sales data in charts or graphs, which is easy to understand.

How to do it:

Use a pipeline template with real-time updates. This way, you can track sales progress, see which deals are in which stages, and make quick decisions to enhance your performance.

4. Centralize Data for Communication

Sales pipeline templates store all your deal information in one place. This means your whole sales team can access the data, track deals, and communicate more effectively. No more hunting down details in different places!

How to do it:

Choose a template that integrates with your CRM software or Google Sheets. Make sure your sales data is easily accessible and centralized. This improves teamwork and keeps everyone informed.

5. Optimize Sales Activities Based on Analytics

A great sales pipeline template offers analytics. It lets you see which sales activities are working and which aren't. With this insight, you can improve your strategy and close more deals.

How to do it:

Regularly review the data in your sales pipeline. Look at conversion rates, deal sizes, and follow-up actions. Use these insights to optimize your sales activities and achieve better results.

Conclusion

A sales pipeline template is a powerful tool for your sales team. It helps you organize, track, and close deals faster. By streamlining your sales process, you’ll stay focused, improve productivity, and drive more sales. Start using a free sales pipeline templates today to see better results!

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