{"id":13075,"date":"2026-09-19T15:09:04","date_gmt":"2026-09-19T15:09:04","guid":{"rendered":"https:\/\/templacity.com\/?post_type=product&#038;p=13075"},"modified":"2026-09-27T15:14:02","modified_gmt":"2026-09-27T15:14:02","slug":"sales-crm-pipeline-spreadsheet","status":"publish","type":"product","link":"https:\/\/templacity.com\/fr\/product\/sales-crm-pipeline-spreadsheet\/","title":{"rendered":"Sales CRM &#038; Pipeline Spreadsheet (Google Sheets + Excel)"},"content":{"rendered":"<p>A simple CRM in a spreadsheet for small sales teams and solo sellers. Log deals and activities; the board, the forecast and the follow-ups work themselves out.<\/p>\n<ul>\n<li><strong>Dashboard<\/strong>: open pipeline, weighted forecast, won against target, win rate, overdue follow-ups and the funnel.<\/li>\n<li><strong>What If<\/strong>: where this month lands at your own win rate, and the day you cross target at the pace you are on. Add deals or raise the win rate and the month redraws.<\/li>\n<li><strong>Board<\/strong>: a column per stage, biggest deals first as cards.<\/li>\n<li><strong>Deals<\/strong>: every opportunity with stage, value, chance, close date and next step.<\/li>\n<li><strong>Contacts<\/strong>: last contact and open deals; quiet for 30 days with an open deal turns red.<\/li>\n<li><strong>Activities<\/strong>: every call, email, meeting and demo.<\/li>\n<li><strong>Settings<\/strong>: target, stages and their chance of closing, sources, owners and lost reasons.<\/li>\n<\/ul>\n<p><strong>What you get:<\/strong> a one-page PDF with two buttons. One makes a blank copy of the Google Sheet in your own Drive, the other a copy filled with an example so you can see every tab working first. The same workbook comes as two Excel files, blank and example, checked in Excel with every formula recalculated. No year is printed anywhere, so it starts the day you do.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Deals as a kanban board by stage, a weighted forecast against your monthly target, and contacts that turn red when a live deal goes quiet.<\/p>\n","protected":false},"featured_media":13273,"comment_status":"open","ping_status":"closed","template":"single-product-bundle.html","meta":{"rank_math_title":"Sales Tracker and CRM Spreadsheet for Sheets and Excel | Templacity","rank_math_description":"A sales CRM and pipeline tracker for Google Sheets and Excel: kanban deal board, weighted forecast, follow-up flags and win rate by source.","rank_math_seo_score":"10","_templacity_copy_live":"","_templacity_faq":[]},"niche":[337],"template_type":[],"templacity_topic":[],"product_brand":[],"product_cat":[24],"product_tag":[44],"class_list":["post-13075","product","type-product","status-publish","has-post-thumbnail","niche-spreadsheets","product_cat-spreadsheets","product_tag-google-sheets","first","instock","downloadable","virtual","purchasable","product-type-simple"],"_links":{"self":[{"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/product\/13075","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/comments?post=13075"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/media\/13273"}],"wp:attachment":[{"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/media?parent=13075"}],"wp:term":[{"taxonomy":"niche","embeddable":true,"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/niche?post=13075"},{"taxonomy":"template_type","embeddable":true,"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/template_type?post=13075"},{"taxonomy":"templacity_topic","embeddable":true,"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/templacity_topic?post=13075"},{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/product_brand?post=13075"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/product_cat?post=13075"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/templacity.com\/fr\/wp-json\/wp\/v2\/product_tag?post=13075"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}