XXLFormula AI
Pro TemplateSalesIntermediate

Sales Pipeline & Forecast

4.8· Updated May 2026

A lightweight CRM in a spreadsheet: capture deals, move them through stages, and see a weighted revenue forecast update in real time. Perfect for founders and small sales teams.

Excel compatibleGoogle Sheets compatible
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Screenshots

Key features

  • Configurable deal stages
  • Weighted forecast by close-date and probability
  • Win-rate analytics by rep and stage
  • Activity log per deal
  • Monthly and quarterly summary

What's included

  • Excel .xlsx workbook
  • Google Sheets version
  • Rep leaderboard tab
  • Forecast dashboard
Included with Pro

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Frequently asked questions

Does it integrate with a CRM?
No native integration — this is a standalone template. You can export from most CRMs into the deal tab.

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