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Pipeline Tracker

Track every lead from first contact to close, and see where deals stall.

$19
  • Instant download
  • Secure Shopify checkout
  • For your own business use

What's inside

  • Pipeline: every active lead with its stage, value, probability and weighted value
  • Six stages from Lead to Closed Won or Closed Lost
  • Stale-deal and follow-up alerts, so leads don't go cold
  • Funnel Summary: a conversion funnel that calculates itself
  • Win-Loss Log: record why you won or lost each deal

Who it's for

Owners who keep their sales pipeline in their head or their inbox.

Format

Excel workbook, 4 tabs. Instant digital download.

Every download includes our Products and Prices list. Prices are subject to change at any time without notice.

Digital products are final sale. For general information and education only; not legal, tax, accounting, employment, investment or financial advice.

How it works

Buy once. Use it in your business.

  1. Check out securely

    Pay through Shopify's secure checkout. Free resources check out at $0.

  2. Download instantly

    Your link arrives by email right away, and your files stay in your account.

  3. Make it yours

    Fill in, edit and adapt the files for your own business.

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