22 Sales Pipeline Templates (for Sales, Partnerships & more)

Lead Generation: Identify potential customers through various channels like marketing, referrals, or direct outreach.
Lead Qualification: Assess leads to determine their interest and fit with your product or service.
Initial Contact: Reach out to qualified leads through calls, emails, or meetings to establish a relationship and gauge their interest.
Needs Assessment: Understand the specific needs, challenges, and goals of the potential customer to tailor your pitch.
Proposal/Presentation: Present a customized solution that addresses the customer's specific needs and challenges.
Negotiation: Discuss terms, prices, and conditions. Address any objections or concerns the potential customer may have.
Closing: Finalize the deal with a contract or agreement. Ensure that both parties are clear about the terms and expectations.
Post-Sale Follow-up: Maintain the relationship with the customer, provide excellent service, and seek opportunities for future sales or referrals.

What is a sales pipeline template?

A sales pipeline template is a structured visual representation of your sales process, designed to help sales teams track and manage the progress of their deals through various stages of the sales cycle. It typically includes the following elements:

Stages of the Sales Cycle: These are the steps a prospect moves through in your sales process. Common stages include Lead Generation, Qualification, Proposal, Negotiation, and Closing.
Deal Information: Details about each deal, such as the prospect's name, deal size, expected close date, and the product or service being offered.
Sales Activities: Actions required at each stage, like follow-up calls, meetings, or sending proposals.
Deal Status: Indicates the current position of each deal within the sales stages, helping to identify which deals are progressing and which are stagnant.
Probability or Confidence Level: An estimate of how likely each deal is to close, often represented as a percentage.
Revenue Forecast: Predicted revenue from each deal, often adjusted based on the deal's stage and probability of closing.
Notes and Next Steps: Space for additional information relevant to each deal and the planned next actions.

How to know which action to do for each sales pipeline stage of these templates?

Click on the sales pipeline template that interest you and then read the Q&A of the template to understand how to use it for maximum results!

What is a sales pipeline?

A sales pipeline is a visual representation of where potential customers are in the process of buying a product or service. It helps businesses track and manage sales opportunities as they move through different stages, from initial contact to closing the sale.

Can I use these templates with Excel, Google Spreadhseets or other?

Yes, you can use these templates with Excel or Google Spreadsheets.

However, we recommend you using these templates with a sales pipeline software like Breakcold.