CRM Sales Pipeline Template(Free Download)
A universal 7-stage sales pipeline with weighted forecasting, stage probabilities, and automated deal aging alerts.
Template preview
Pipeline board view
What's included
A universal 7-stage sales pipeline with weighted forecasting, stage probabilities, and automated deal aging alerts.
Template specs
Updated 2026-02-15
No credit card · Free forever
The foundational pipeline template for any B2B sales team. Includes 7 configurable stages from Prospecting to Closed Won, with default win probabilities at each stage for weighted pipeline forecasting. Built-in deal aging alerts notify reps when opportunities stall, and automated stage progression rules keep your pipeline clean. Each stage ships with a default probability, an average-days benchmark, and a recommended next action, so a new rep can read the board and know exactly what to do with every deal. The Excel and CSV versions mirror the CRM layout column-for-column, which means you can start in a spreadsheet today and import the same file into HelloGrowthCRM later without remapping a single field. Most teams that adopt this template report two immediate wins: the Monday pipeline meeting gets shorter because stage definitions stop being debated, and the weighted forecast finally matches what actually closes at quarter end.
The Problem This Solves
Sales teams without a structured pipeline lose deals in the cracks, can't forecast accurately, and waste time on manual CRM hygiene.
Who It's For
Sales managers, AEs, and RevOps teams at B2B companies with 3+ reps.
Use Cases
- Set up a new sales team's pipeline from scratch in under 10 minutes
- Replace spreadsheet-based deal tracking with automated stage management
- Generate weighted pipeline forecasts for board reporting
How to Use This Template
- 1
Import the template into HelloGrowthCRM via the Templates section
- 2
Customize stage names and probabilities to match your sales process
- 3
Set deal aging thresholds (default: 14 days per stage)
- 4
Assign team members to pipeline and start adding deals
- 5
Review the weighted forecast dashboard weekly
Inside the template: sample data
The exact rows that ship with the CRM Sales Pipeline Template download — replace them with your own records after import.
| Stage | Probability | Avg Days | Actions |
|---|---|---|---|
| Prospecting | 10% | 7 | Qualify lead, research company |
| Qualification | 20% | 10 | Discovery call, BANT check |
| Demo | 40% | 14 | Product demo, technical review |
| Proposal | 60% | 10 | Send proposal, negotiate terms |
| Negotiation | 75% | 14 | Contract review, final terms |
| Verbal Commit | 90% | 7 | Get signatures, legal review |
| Closed Won | 100% | 0 | Handoff to CS, kickoff |
Frequently Asked Questions
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