Sales Pipeline & Simple CRM Tracker

A simple CRM and sales pipeline in one spreadsheet: a contacts list with follow-up dates and overdue flags, a deals tracker with stage drop-downs, automatic win probabilities and weighted values, a pipeline summary with stage conversion and lead-source results, a follow-up queue of everything due today or overdue, a monthly sales report (won/lost, win rate, average deal size, days to close, result against your own target) and a dashboard with charts. Sample rows included to overwrite. Works in Excel and Google Sheets. Your data stays in your own file. A tracking tool, not a sales forecast.