Free Sales Pipeline Template
A sales pipeline covers the stages a lead moves through, from first contact to a closed deal, so the next action is clear.
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A lead comes in, a few conversations happen, and then Monday turns up with a pile of half-finished follow-ups and no clean answer on what to chase next. The sales pipeline board keeps the work in one place so real numbers and real constraints stay visible, not trapped in a deck that goes stale after the meeting. Raleway headings sit on brass and receipt-purple accents, so the stages read like a register instead of a slide.
Each deal lives as a card that moves left to right through New, Contacted, Qualified, Proposal, Negotiation, and Closed. The board carries the order of the work rather than a calendar, which means your own dates belong on the cards where the next decision actually happens.
- New Add a card for each incoming lead and note the first touchpoint and date you’re working toward.
- Contacted Move cards here once outreach happens, and record what was sent and when to follow up.
- Qualified Keep the leads that meet your criteria here, with the constraints and numbers that make the deal real.
- Proposal Track the offers that are out, including what was quoted and when you expect an answer.
- Negotiation Capture the open points and the next call or deadline so the deal doesn’t stall in email.
The pipeline runs as a project, so you can add cards as leads arrive, move them forward as calls and offers happen, and keep each next step tied to a name and a date instead of a memory. The only setup you need is your own dates, since the board doesn’t assume a schedule for you.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns, ready for your own cards. Adding it builds the board as a project in your workspace, with every column in place. The cards in the preview are examples of how the board is used, and are not added.
| Column | What is in it |
|---|---|
New | Starting column for fresh leads, where each card begins before any outreach happens. |
Contacted | Follow-up column for leads that have been contacted, so the next touch and timing stay attached to the card. |
Qualified | Sorting column for leads that meet your criteria, keeping the real constraints beside the opportunity. |
Proposal | Offer column for leads that have a proposal out, where you track what’s been sent and what you’re waiting on. |
Negotiation | Decision column for leads in negotiation, where the remaining terms and next step live in one place. |
Closed | Finish column for closed deals, separating won and lost outcomes in a single end state you can review. |
What happens when you install it
- A project is created with its board and 6 columns, empty and ready for your own cards.
- Every card you add opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Sales teams, founders, and operators who need a single place to track leads across operations work and week-to-week deal decisions.
Questions about this project template
What stages should a sales pipeline include?
A typical sales pipeline uses stages that match how a deal actually moves, from new lead to closed. This board includes New, Contacted, Qualified, Proposal, Negotiation, and Closed, so the handoffs are clear.
What’s the difference between a sales pipeline and a sales funnel?
A pipeline tracks individual deals and the next actions to move them forward, stage by stage. A funnel focuses on volume and conversion rates across stages rather than the work happening on each deal.
How do I track dates in a pipeline if the board isn’t a calendar?
The board shows the order of work, not a schedule. Add your own dates to each card so deadlines and follow-ups live with the deal they belong to.
How do I know when a lead is qualified?
Qualification comes down to your criteria, like fit, budget, urgency, or decision access. Moving a card into Qualified works best when the card also carries the notes that justify the decision.
What should I track during proposal and negotiation?
The Proposal stage usually needs what was offered and when you expect a response. Negotiation needs the open points and the next commitment, so the deal doesn’t sit in limbo.
Can a pipeline work for services as well as product sales?
A pipeline still works when the “deal” is a service engagement, because the work is the same: outreach, qualification, an offer, and a decision. The stage names stay usable, and the card details carry the service-specific notes and dates.
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