Spreadsheet Template

CRM Spreadsheet | Small Business Sales Pipeline, Sheets & Excel

$2.99

Buy 5 templates and save 10% · buy 10 and save 20% — applied automatically at checkout.

Instant download
Works in Excel & Google Sheets
Secure checkout · Personal-use license

Download link delivered on screen and by email right after purchase.

About this template

Contacts, deal pipeline, and activity log in one file — weighted forecast and overdue follow-ups at a glance.

What's inside

Contacts (200 rows) with last activity, next follow-up, and overdue highlight
Deals (300 rows): stage, value, probability, weighted value, and expected close date
Editable stages with default win probability (override per deal)
Activity log (500 rows) for calls, emails, and meetings that feeds contact follow-ups
Lead sources, industries, and team members you can edit
Dashboard with open and weighted pipeline, win rate, value by stage chart, and team leaderboard

Perfect for

Small businesses, freelancers, and solo sales reps who don't need a full CRM subscription.

What you get

One .xlsx file that works in Microsoft Excel 2016+ and Google Sheets
A quick-start PDF guide
A built-in Start Here tab with step-by-step instructions and example data you can clear

How it works

Buy the template.
Get your instant download link on the order confirmation page and in your email.
Open the .xlsx in Excel, or upload it to Google Drive and open it with Google Sheets.

Digital product — no physical item will be shipped. Personal use only.
everything4notion is not affiliated with Notion Labs, Inc., Google or Microsoft.

File formats & compatibility

Spreadsheets are delivered as .xlsx and open in Microsoft Excel (2016+), Google Sheets (File → Import) and Apple Numbers. Printables are PDF, sized for US Letter and A4.

License & refunds

Personal and single-business use. Please don't resell or redistribute the files. Because downloads are instant, sales are final — but if anything is broken we'll fix it fast. See our refund policy.