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Free template · 2026

Sales Pipeline & Weighted Forecast Tracker

Log your deals by stage and get a live weighted forecast, open pipeline by stage, coverage against quota, and a flag for deals stuck too long — no CRM required. Built for Excel and Google Sheets, free to download.

↓ Download the template .xlsx · Excel & Google Sheets No signup. Free to edit and reuse.

What's inside

Deals

One row per deal: name, account, owner, stage, amount, stage-entered date, expected close, source. Probability, weighted value, and days-in-stage fill in automatically. Drop-down for stage.

Forecast

Weighted forecast, open pipeline, coverage vs your quota, deals aging over 30 days, and open pipeline by stage — all calculated.

Stages

Editable stage list with win probabilities. Change a probability and every weighted number updates.

Ask your pipeline — with "win rate" meaning one thing

The template gives you a weighted forecast. For "stage-to-stage conversion and forecast by owner," upload the deals to Quiriz and ask in plain English. Define win rate and stage probabilities once in Company Context so the rep, the report, and Slack all return the same figure.

Ask your pipeline a question →
Quiriz Company Context editor with Win Rate and Weighted Forecast metric definitions
Win rate, weighted forecast, and stage terms defined once in Company Context — the same math on every query.

How to use it

  1. Download and open it in Excel, or import it into Google Sheets (File → Import → Upload).
  2. Set your stage probabilities on the Stages sheet (defaults included).
  3. Log each deal on the Deals sheet: pick a stage, enter amount and dates. Probability, weighted value, and days-in-stage calculate themselves.
  4. Enter your quota on the Forecast sheet to see coverage, and read the weighted forecast and stage breakdown.

Frequently asked questions

How does the weighted forecast work?
Each stage has a win probability on the Stages sheet. Every open deal's amount is multiplied by its stage probability, and the Forecast sheet sums those. Change a probability once and the forecast updates.
What is coverage ratio?
Open pipeline ÷ quota for the period. Enter your quota on the Forecast sheet. A 3x–4x rule of thumb exists, but the right number depends on win rate.
Does this template work in Google Sheets?
Yes — standard .xlsx. File → Import → Upload. SUMIFS, INDEX/MATCH, and COUNTIF behave the same as in Excel.
Do I need a CRM to use it?
No. Track deals in the sheet, or export from a CRM to get the weighted forecast and stage breakdown the CRM doesn't give directly.

Related: sales pipeline analysis (6 formulas) · analyze a CRM export · consistent numbers from AI.