Free sales resource: sales pipeline template | Pipedrive Blog

Sales Pipeline TemplateWe think Pipedrive is the best way to manage a sales pipeline. No surprise there. That said, if you only have a half-dozen deals to manage, or if you can’t afford to pay for tools when you’re just starting out, a spreadsheet does the job as well. Therefore, we’ve created a free sales pipeline templateIt’s a spreadsheet with inputs for your own data, which visualizes your sales forecast for the next month or quarter.

The template does a fraction of what you can do with our software, but it’s a lot better than having nothing at all, or just using your inbox to manage sales. Download the sales pipeline templateand feel free to spread the word.

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Urmas Purde

Co-Founder of Pipedrive. 10+ years of sales and sales training experience. These days makes sure feedback from our customers gets built into product.

  • Michael Pardus

    It would be great to export your current pipeline to that template for sharing with your team

  • Andrus P

    Cheers for the idea, Michael! Alas you can’t export to that template because your Pipedrive pipeline may have different stages compared to the spreadsheed we’ve created. That said – you can easily export to Excel and share that – not the prettiest of files but has the necessary information.

  • rohitseth

    I still think Pipedrive is one of the best tools out there. But as you pointed out, somebody who is starting out won’t upgrade till there’s a need. I believe Pipedrive needs to adopt a “Freemium” model. The moment a person moves to the point that there are 2 users, charge them. They’ll be happy to pay for it.