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Overview

When it comes to hitting sales goals, understanding your leads is half the battle. (At least!)

A sales pipeline shows you the status of each prospect in all stages of the sales cycle. It also lets you see every deal your sales reps are juggling at any given time.

Our sales pipeline template offers high-level insights into how well your sales process is working, so you can adjust accordingly.

Use the Airtable sales pipeline template to:

  • Track. Monitor how your salespeople are performing across sales-pipeline stages.
  • Analyze. View up-to-date details on deals, so you can analyze revenue streams and make predictions about which deals are most likely to close.
  • Prioritize. Ambitious sales targets? Spot the big-ticket deals in the pipeline and flag them for a little extra effort.

What is a sales pipeline?

A sales pipeline is a visual representation of every stage in your sales process, from prospect to paying customer. In this visualization, you should gain an instant understanding of the important information about each opportunity.

A good sales pipeline gives structure to a sales rep’s daily duties, including tracking all opportunities, prioritizing follow-up steps, making improvements to sales strategy, and identifying the likeliest deals to close.

Using a sales pipeline template helps you move quickly and capture all the right data, like names, dates, sales stages, estimated values, priority levels, and more.

Who is this sales pipeline template for?

This template is for anyone on your team who participates in the sales process. That includes sales reps, managers, and leads. The template is your team’s go-to sales pipeline tracker, so everyone can access the same real-time sales information.

Using a sales pipeline template streamlines two potential productivity zappers: asset management and task management.

With fewer docs and Google sheets to track, your team can see sales data all in one place.

Benefits of managing your sales pipeline with our template

Your current sales information may exist in many different formats. No problem. Our template can integrate data from a variety of sources, including Salesforce.

After your data is inputted, you’ll have all the tools you need to:

  • Paint a clear picture. This template offers the kind of clear, comprehensive picture you need for sales pipeline management. View all ongoing deals—along with stage, salesperson, key metrics, pricing information, tentative closing dates, and more.
  • Improve organization and project management. With all sales leads and opportunities in front of you, you can quickly identify and prioritize tasks to better organize your workflow.
  • Promote stronger team collaboration. The best sales reps learn from each other. This sales pipeline template makes team collaboration fast and frictionless so they can focus on what’s important: closing deals.
  • Get valuable data-driven insights. This template offers an immediate, data-driven understanding of sales performance that lets you calculate conversion rates, make forecasts, and drive new business through the sales funnel.
  • Create time-saving automations. Unlike Excel templates or other tools, the Airtable sales pipeline template integrate with tools your team already uses and has a wealth of options for automating repetitive tasks.

Explore more free templates: sales CRM, sales org chart, business roadmap.

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