Screens built from this template, with example data. Yours replace it as soon as you import.
Sales
Sales pipeline template
Track your leads, quotes and follow-ups by stage and by salesperson. Ready to use, fully editable.
- Tables
- Opportunities, Companies, Contacts
- Screens
- To build from blocks
- Automations
- To create
- Plan
- Free and up
- Languages
- Français, English
- Updated
- 2 Nov 2026
What the template contains
3 linked tables
Opportunities
Name · TextStage · Single selectAmount · CurrencyExpected close · DateCompany · Link
Companies
Name · TextWebsite · URLSize · Single select
Contacts
Name · TextEmail · EmailPhone · PhoneCompany · Link
5 screens to build
- Dashboardwon, open, conversion, overdue follow-ups
- Pipelinekanban by stage, filtered by salesperson
- Agendafollow-ups on the calendar
- Lead pagelinked contacts, a "Mark as won" button
- Formnew lead, shareable
2 automations to create
- Follow up dormant dealsan email to the salesperson after 14 days without activity
- Deal wona message to the team and an invoicing record
The template doesn't include them yet: they take a few minutes to create in the automation editor.
Who is it for?
SMEs, agencies and freelancers who track their sales in a spreadsheet or a notebook, and want to see where each deal stands without complex sales software.
See the Sales use caseAdapt it in 10 minutes
- Rename the stages to match your sales cycle.
- Add your fields: lead source, sector, probability.
- Invite your salespeople: each one filters their own opportunities.
Frequently asked questions
Another question? Write to us.
Your pipeline, ready this afternoon.
Use the template as it is or fill it with your quotes file.
French companyHosted in EuropeOutside the Cloud Act