Free Sales Funnel Template For Excel and Google Sheets

Is lack of visibility into your sales process affecting productivity? Are committed deals slipping past expected close dates? Are your revenue forecasts hit or miss?

Use this sales funnel template to track opportunities across each stage of your pipeline. Plan your next steps, forecast sales revenue, and close more deals.

WHAT YOU’LL GET

READY-TO-USE TEMPLATE

No need to build a sales funnel from scratch. Get everything you need to track and manage your opportunities across the sales cycle from qualification to close.

TRACK FUNNEL STAGES

Keep detailed tabs on your opportunities and see where they are in the sales funnel. With this information, you can tailor your sales pitch and improve your chances of closing the deal.

FORECAST SALES REVENUE

Forecast revenue and measure sales performance across your entire team. Premade formulas automatically calculate forecast data in seconds.

HOW TO USE THE SALES FUNNEL TEMPLATE

CUSTOMIZE THE TEMPLATE

Customize the template and add sales funnel stages to fit your exact sales process. Or, use the template as it is to start managing your opportunities right away.

UPDATE EACH OPPORTUNITY

Update the status of each opportunity as you work with them. The sheet will automatically forecast expected revenue based on its forecast category and win probability.

OPTIMIZE YOUR SALES PROCESS

See exactly where opportunities are dropping off in the funnel. Implement new strategies to improve your sales process and close more deals.

GET THE SALES FUNNEL TEMPLATE & YOU’LL SEE

DEAL SIZES

Track the value of each opportunity to see the total value of your entire sales pipeline.

NEXT STEPS

Don’t let your opportunities stall in your funnel. Use this template to keep track of “next steps” with each prospect and build deal momentum.

SALES FUNNEL STAGES

Tracking individual opportunities couldn’t be easier. Simply click the dropdown list and select the right stage to move qualified leads forward in the sales funnel. 

FORECAST CATEGORY

Forecast categories let you classify opportunities and determine the likelihood of closing the deal. Use this part of the template to prioritize your sales efforts.

CLOSE DATES

Set expected close deals for each opportunity. Use it to project quarterly forecasts and identify deals that are at risk of slipping past their expected timelines.

FORECAST VALUES

As opportunities move through your funnel, the template automatically calculates their forecast value based on win probabilities. Use it to identify pipeline gaps and modify your sales strategy.

LAST ACTIVITY

Following up with potential customers is key to boosting win rates. See the exact date you interact with prospects so you can follow up on time.

PIPELINE GAPS

Track quotas for each sales rep and identify gaps in their pipeline, including how much they need to hit their sales targets.

And there's so much more...

Bring more clarity to your sales process

Use this sales funnel template to see where your most promising opportunities are.

THE BEST SALES FUNNEL EXCEL TEMPLATE

Ready-to-use sales funnel templates for Excel and Google Sheets, all 100% free to use.

FAQs

Q: What’s included in this sales funnel template?

A: You’ll get immediate access to a sales funnel template to manage opportunities across the customer journey and forecast sales revenue. All you need to do is enter your email address.

Q: Who is the sales funnel template for?

A: This template is perfect for the following:

  • Sales managers: Manage and track opportunities across each stage of the buying journey from qualification to closed-won deal (or closed-lost). The template automatically calculates forecasts based on your forecast categories and win probabilities. Use the insights to lead your sales teams and improve your sales generation strategies.
  • Sales reps: Struggling to manage your opportunities? Use this template to track important details about potential customers — deal sizes, stages, expected close dates, forecast value, and more. See where your most promising opportunities lie.

Q: What format are the sales funnel templates sent in?

A: The template was created in Google Sheets, but you can also save the file to your desktop and open it in Microsoft Excel.

Q: Why is a sales funnel important?

A: An effective sales funnel allows you to visualize the steps that prospective customers take on the path to conversion. It can also help you identify potential bottlenecks in your sales process. For example, if drop-off rates are high in the purchase decision stage, you know your sales team is struggling to convert prospects. By addressing this issue, you can create a more effective sales process and boost your win rates.

Q: What are the stages of a sales funnel?

A: With this template, you can organize your opportunities into the following stages:

  1. Qualification: Evaluating prospects and determining their sales-readiness based on your ideal customer profile (the type of company who would benefit from your products or services).
  2. Discovery: Asking potential customers a series of questions to learn more about their needs, wants, and challenges. 
  3. Presentation: Delivering a presentation that showcases your products or services. In some cases, you may need to give more than one presentation. 
  4. Alignment: Creating alignment to make sure everyone involved in the deal stage is on the same page. It involves setting expectations and ensuring mutual understanding. 
  5. Validation: Validating and acknowledging a prospect’s objections. This makes them more likely to respond positively to follow-ups. 
  6. Closing: A prospect makes a purchasing decision and you’ve either won or lost a deal.

Q: How does a sales funnel template work?

A: Using this template is straightforward. Start by adding the names of each rep on your sales team. Then, add the stages of your sales process and your forecast categories. From here, you can enter new opportunities and update their status as they move through each funnel stage. 

Q: Looking for more sales tips?

A: Here are some resources to check out:

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