Pipeline CRM Excel spreadsheet

Excel Pipeline CRM.

The CRM Pipeline is an Excel Spreadsheet created to assist you in visualizing your organization’s sales process.

Use this template to determine the size of your sales funnel, determine if your transactions are stagnating, and determine your primary revenue source.

The CRM Pipeline Template can help you track your sales activity and provide important insights to help your business develop.


Important characteristics

CRM pipeline that is interactive and dynamic

Display a visually pleasing dashboard KPIs are critical for managers and sales teams.

Template in several languages: Choose one of the available languages (English, French, Portuguese, or Spanish) or manually translate to your preferred language.

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Video Pipeline CRM Excel spreadsheet

Easy and professional

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Spreadsheets that may be printed without the company branding

There are no monthly payments

Completely unlocked template


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Industrial company financial manager

Industrial company financial manager

Dani is helping us to use ODOO more efficiently, we are rapidly leveling up with the ERP. It is also preparing us very useful analysis and control reports and outstanding management tools. Always available by phone or email, willing to help and collaborate in everything that is proposed. Very professional and fast work. A key service for our company.

Dani Granero

Controlling Consultant
Controller ODOO ERP

Dani Consultor Controller y ODOO

Email: dani@cashtrainers.com

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