Sales Pipeline Template
A sales pipeline template gives your sales team a structured view of every deal at every stage — from first contact through to closed and invoiced. Without a pipeline, deals get forgotten, follow-ups are missed, and revenue forecasting is impossible. DeskPanda's CRM tracks every client from quote to payment in one place.
Use this template in DeskPanda — FreeWho uses this template
- Small business owners tracking their active deals
- Agency account managers managing client acquisition
- Consulting firms tracking proposal-to-engagement conversion
- Sales teams managing B2B deals with multi-step approval
Key fields in this template
Lead / Client Name
The prospect or company in the pipeline
Deal Stage
New Lead / Qualified / Proposal Sent / Negotiation / Closed Won / Closed Lost
Deal Value
Estimated revenue value of the deal if closed
Next Action
The immediate next step — call, demo, proposal, follow-up
Expected Close Date
Target date for the deal to be closed
Owner
The sales team member responsible for this deal
Use this template in DeskPanda — free.
Free for up to 8 users. No credit card. Live in under an hour.
Common questions
Related templates
This template works best inside DeskPanda.
Task management, HR, attendance, payroll, invoicing, and team chat — in one platform. Free for up to 8 users.