Track enterprise sales opportunities in a spreadsheet built for founders and sales leads at small businesses and startups. CRM Data keeps deal contacts, stages, annual recurring revenue, close probabilities, key dates, and next-step notes together. The Dashboard summarizes open pipeline, weighted pipeline, a 90-day forecast, win rate, and deals that need attention. Replace the example opportunities with your own pipeline.
Open the template in Atomiq or download the Excel workbook.
Replace the example rows on CRM Data with your own accounts and deals.
Enter the ARR and close probability for each opportunity.
Keep each deal's stage, status, dates, and notes current.
Update the AS OF date on Dashboard for your pipeline review.
Use Dashboard to review the forecast, top opportunities, and stale deals.
It is designed for a founder or sales lead managing a small enterprise sales pipeline at a startup or small business.
Weighted ARR multiplies an opportunity's annual recurring revenue by its close probability. It provides a probability-adjusted view of the pipeline.
The dashboard identifies open deals with more than 14 days since the last touch, relative to its AS OF date.
It shows open deals, open and weighted pipeline, a 90-day forecast, stale deals, recent losses, and win rate. It also lists top open opportunities and stale deals.
Yes. When you add rows, extend the table, formulas, formatting, and dashboard ranges so the new opportunities are included.
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