SmartHelping / Sales Pipeline & CRM / Excel
Sales Pipeline Tracking Model: CRM for Excel
Track the activity behind changes in your sales pipeline. Record dated customer and contract updates, then review value added, contracts won, lost value, and salesperson performance.
Use a macro-based input card to organize transactions, with annual summaries, custom date-range reporting, and monthly or quarterly performance charts.
The input card uses an Excel macro to organize recorded activity.
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Template walkthrough
See how pipeline activity becomes a performance report.
Explore the input card, organized transaction data, summary reporting, and charts in the video and screenshots.
Tracking & reporting
Understand what changed and who drove the activity.
Connect customer and contract details with dated pipeline actions to review both overall movements and individual salesperson performance.
Macro-based input card
Enter the details associated with a pipeline status change. The macro transfers that activity into the organized database for reporting.
Customer and contract detail
Record the date, amount, salesperson, action type, contract field, and customer name, with support for up to four revenue types.
Annual pipeline and contract summaries
Review net contract value won, pipeline value added, and lost contract or pipeline value through numeric summaries and visuals.
Custom date-range reporting
Enter the date range you want to analyze and review the resulting net transactions for that period.
Salesperson performance charts
Compare relative salesperson performance over monthly or quarterly periods to understand how activity differs across the team.
Pipeline action trends
Use charts showing movements in each pipeline action over time to see which activities are driving changes in pipeline value.
The activity behind the summary
Record each change with its customer, contract, and value.
The input card captures the date, revenue type, amount, salesperson, action type, contract field, and customer name. Its action types include new sales pipeline, new contract won, contract closed, and pipeline lost.
These dated entries support reporting on net transactions and pipeline movements over time. Review the annual summary for the broader picture, then use a custom date range or the salesperson charts to examine a particular period.
The input card can be customized for additional customer or contract fields. Conditional lookup tables and drop-downs can also be incorporated when tailoring the workbook's data-entry process.
How to use the template
Turn recorded sales activity into a clear review.
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Enter the activity details
Complete the input card with the date, customer, contract, amount, revenue type, and salesperson associated with the update.
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Classify and record the change
Select the appropriate pipeline action and use the macro to transfer the entry into the organized database.
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Review the period summary
Check annual contract and pipeline movements, or enter a custom date range to review the net transactions within that period.
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Compare performance over time
Use the salesperson and pipeline action charts to assess monthly or quarterly performance and identify the activity behind changes in value.
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View template details →Common questions
Before you start tracking pipeline activity.
What is this template designed to track?
It tracks dated customer and contract activity associated with changes in a sales pipeline. The reporting focuses on pipeline movements, contract value won, lost value, net transactions, and salesperson performance.
Does the input card use macros?
Yes. The input card uses an Excel macro to transfer entered activity into the organized database.
Which action types can I record?
The listed action types are new sales pipeline, new contract won, contract closed, and pipeline lost. Each entry also carries details such as date, amount, customer, contract, salesperson, and revenue type.
Can I review a specific reporting period?
Yes. The primary summary includes annual results and lets you enter a custom date range to review net transactions. The charts also show salesperson performance over monthly or quarterly periods.
Can the input card be customized?
Yes. It can be adapted to track additional customer or contract fields. Lookup tables and drop-downs can be incorporated as part of that customization.
Is this a subscription?
No. This is a one-time purchase of an Excel template, available to download immediately after purchase.
Make sales activity easier to review
See the changes behind your pipeline performance.
Organize customer and contract updates, review net transactions, and compare salesperson activity over time. Need a tailored template? Contact Jason.
