Weekly Pipeline Review Template
A deal sheet that flags stale, slipping and unsupported deals automatically, with a 30-minute agenda, 12 questions and rules for an honest forecast.
Excel templateExcel (.xlsx)30 minute weeklySales teams
What is inside
- A deal sheet that flags problems for you: no next step, overdue next step, no buyer contact, close dates that keep moving, unknown economic buyer or champion, and no mutual action plan.
- A "zombie deal" alert for high-value deals closing soon with no next step.
- A risk score for every deal, so you review the right ones first.
- A summary sheet with forecast by category, pipeline added this week, and category changes.
- A 30-minute meeting agenda, 12 questions to ask on every deal and 6 rules for an honest forecast.
- Editable thresholds, because your sales cycle is not everyone's.
Who it is for
Sales managers and founders who review deals in a spreadsheet, a slide or a hurried chat, and want a forecast they can trust.
How to use it
- Open it and fill in the yellow cells with real, current examples.
- Read what it flags, and pick the one or two things that matter most.
- Share it with the people who need to act, and revisit in a month.
Why we made it
Because a forecast built on hope is the most common surprise in sales.
What it will not do
It surfaces the deals that need attention. It cannot tell you how to move a stuck deal forward. That is a coaching conversation.
Keep going
Use it with.
- Excel templateFree
Forgotten Pipeline Finder
Paste a CRM export and find the deals that have gone quiet but are still worth a conversation. Ranked, with a suggested action for each.
Founders and teams · 30 minutesSee what is inside → - CalculatorFree
Pipeline Coverage and Velocity Calculator
Coverage against what is left to win, weighted and unweighted pipeline, the pipeline you still need to create, and which lever moves velocity most.
Founders and teams · 4 minutesTry it →