SmartHelping / Customer Pipeline / Google Sheets + Excel
Customer Pipeline Manager
Keep customer details, annual values, and sales stages organized in one spreadsheet. Update a customer's status in the main data tab and automatically refresh the views for each pipeline stage.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & spreadsheet preview
See how customer records flow into the pipeline views.
Follow the walkthrough to see the data entry process, stage tabs, and included instructions.
One place for customer information
Enter the details you need to manage the relationship.
Each customer record contains seven inputs: annual value, name, email, phone, customer type, assigned account executive, and pipeline stage.
Name & contact details
Keep the customer's name, email address, and phone number together in the main data tab.
Annual customer value
Record the customer's annual dollar value so it stays visible alongside the customer details in the pipeline views.
Customer type & assigned salesperson
Enter the customer type and assigned account executive to keep classification and responsibility visible.
Current pipeline stage
Set the customer's current status. That selection determines which stage view displays the record.
A simple ongoing workflow
Maintain the data once. Review customers by stage.
Dynamic array formulas create the stage reports from the records in the main data tab.
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Add the customer
Enter the customer's details and annual value in the data tab.
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Assign the current stage
Select the status that reflects where the customer is in your sales or customer relationship process.
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Review the stage tabs
Open a stage tab to see its filtered customer list. The original records remain in the main data tab.
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Update the status as things change
When a customer moves from an appointment to closed, for example, change the status in the data tab. The stage views refresh automatically.
Keep important customer groups visible
Review active negotiations and possible churn.
Separate stage views help a manager focus on customers who may need attention.
Negotiating stage
Review customers in negotiation so you can follow up on the details that still need to be resolved before closing.
Possible churn stage
Assign customers to possible churn when you identify a retention concern. Review that group together to decide where to follow up.
Color-coded stages
Stage colors make the views easier to distinguish, including yellow for leads and green for closed customers.
Sort the main data tab
Sort annual value from Z to A to put larger values first, or sort by another header. The order carries through to the stage tabs.
A current view of customer relationships
Keep the same pipeline running as your customer list changes.
This CRM provides a current snapshot of prospective and existing customers. Keep updating the records and statuses over time without copying the template into a new file each year. Annual customer value stays with each record to support your review of the current pipeline.
Two included formats
Use Google Sheets or the included Excel version.
Google Sheets
The Google Sheets link is available immediately after purchase. Use a Google account to open the template and follow the included instructions to get started.
Microsoft Excel
An Excel version is included and follows the same workflow. It uses dynamic array formulas, so your Excel version must support them. See Microsoft's dynamic-array function guidance for supported versions.
The included instructions explain how the data tab and stage views interact.
Related sales & customer tools
Explore other ways to track sales activity and performance.
Browse the sales pipeline management collection or open a related template below.
Sales Pipeline Dashboard
Review a separate pipeline template with funnel and gauge visuals.
Explore the templateAnnual Sales Target Tracker
Track contract billings and progress toward an annual sales goal.
Explore the templateCar Salesperson Customer Pipeline Manager
Explore a customer pipeline tracker built for car salespeople.
Explore the templateKPI Scorecard
Organize key performance indicators in a separate scorecard template.
Explore the templateQuestions before you buy
A few useful details.
Where do I enter and update customer information?
Use the main data tab for customer records. The individual stage tabs show filtered views of those records, based on the stage you assign.
Do I need to move customer rows between tabs?
No. Change the customer's stage in the main data tab. The formulas update the stage views while the original record stays in the data tab.
Can I prioritize customers by annual value?
Yes. Sort the main data tab by annual value from Z to A. The stage tabs follow that order. You can also sort by another data header.
Does the template identify possible churn automatically?
You assign the possible churn status based on your knowledge of the customer. The template then displays those customers together in the corresponding stage view.
Do I need a new copy each year?
No. This is an ongoing view of your current customer pipeline. Continue updating the same customer records and statuses as relationships progress.
Are both Google Sheets and Excel included?
Yes. You receive access to the Google Sheets template and an Excel version. The Google Sheets version requires a Google account; the Excel version requires support for dynamic array formulas.
Organize your customer pipeline
Keep customer details and stage views in one place.
Get the Customer Pipeline Manager for Google Sheets and Excel. Have a question? Contact SmartHelping.
