Sales Pipeline Template: Free Download & Detailed Guide

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A sales pipeline is a visual representation of where prospects are in their buying journey. But it's only truly effective if it's managed well.

In a Vantage Point study, 56% of respondents reported that their sales pipeline management was poor or neutral . According to the same study, effective sales pipeline management increases revenue by up to 15%. This highlights its crucial importance and the growing gap between understanding what a sales pipeline is and its benefits, and knowing how to successfully implement one.

In this article, we'll show you everything you need to know about a pipeline: what it is, why you need one, how a spreadsheet can serve as an initial sales pipeline template (but as your business grows, you'll need to replace it), how you can get organized with free templates (and then migrate to a CRM), and what you should include in a pipeline to make it efficient.

Before you continue, our expert sales team has created a sales pipeline template to help you get started.

Download and try this effective sales pipeline template btc users database for free. You can review and fill it out as you read our guide.

This template was custom-designed by our specialist sales team. It's editable and customizable to your needs. Just download it, add your contact and deal details, and it'll do the rest for you.

Organize your work with a free Excel template for your sales funnel.
Want to simplify the way you manage sales? Download this free sales funnel template now.

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Pipeline: what it is in sales
You've probably wondered what a sales pipeline is. It's a visual framework for organizing and monitoring your leads , prospects, and customers throughout their buying journey.