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Sales pipeline template for 2022

Effectively capture leads, track sales pipelines, and manage contacts easily. Use our template to forecast revenue, generate insights, and learn where to focus your efforts.

Use template
Sales Pipeline chart

Integrate with your favorite tools

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for managing sales pipeline stages
with our template


For any company, managing customer needs, interactions, and sales teams' processes is a challenge. Simplify the process with our sales pipeline template. Our template—which connects to your marketing efforts by capturing and importing leads— provides a visualization of where all deals stand, stores and manages contacts, and a lot more. Check out a few ways our template will help you manage all sales stages.
Columns

Visualize workflows

Understand which tasks your team is working on, finished, or stuck. Use the Numbers column to track revenue, costs, time estimations, and so on.
Filters

Organize
assets

Upload important files for review and storage, then use the Mirror column to show and edit columns' data from connected boards.
Updates

Collaborate with ease

Keep all information in one accessible place. Use Updates to keep sales team members in the loop, add notes, ask questions, and more.

Sales pipeline template key features

When you create a CRM with our template, you’ll access features that will help you boost your sales team's performance.

  • Multiple views See your data your way with visualizations including: table, chart, form, calendar, and others.
  • Customizable automations Leave repetitive work behind. Instantly send emails when due dates arrive or customize your own automations in minutes.
  • Easy integrations Continue working with your favorite tools, such as Salesforce, Hubspot, or Mailchimp and other popular solutions.
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    Seamlessly manage your sales pipeline

    Integrate your favorite tools, easily sync with team members during any stage, and capture more leads.
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    Frequently Asked Questions

    Questions?
    • A sales pipeline could allow you to capture leads, track sales, and manage contacts. The monday.com sales pipeline for example, also lets you easily forecast revenue, identify insights, and learn where to focus your efforts.
    • There are typically seven stages in a sales pipeline. These will include:

      • Prospecting: helping prospective customers discover your business
      • Lead qualification: giving a demo or holding a meeting to help assess whether they'd make a purchase
      • Proposal: showing how you can meet the potential customer's needs
      • Negotiation and commitment: discussing the scope of work, pricing, and other elements
      • Opportunity won: closing the sale
      • Post-purchase: onboarding and account management
    • A sales pipeline is important because it can provide accurate forecasting, give managers a look into each sales rep's activity, and assess whether the team will reach their quarterly goals. On a Work OS like monday.com, sales teams can use the template to deliver a top notch customer experience using one workflow.