Sheet template · Sales teams
Sales pipeline
Deals by stage with weighted value. Made from one message, so you can get your own in minutes.
Sales pipeline
Deals by Stage, Q2 2026
| Deal | Company | Contact | Stage | Deal Value |
| Fleet Suite Rollout | Harborline Logistics | Dana Whitfield | Negotiation | 84,000 |
| Maintenance Module | Tri-County Haulers | Marcus Obi | Proposal | 36,000 |
| Telematics Add-on | Cedar Ridge Transit | Lena Hoffmann | Closed Won | 42,500 |
| Fleet Suite | Bluepeak Couriers | Raj Malhotra | Qualified | 58,000 |
| Compliance Reporting | Summit Cold Chain | Elena Voss | Negotiation | 67,500 |
| Fleet Suite | Ironwood Materials | Greg Tanaka | Prospecting | 120,000 |
| Maintenance Module | Pinecrest School Buses | Carla Reyes | Proposal | 28,000 |
| Fleet Suite | Redwater Dispatch | Owen Park | Qualified | 49,000 |
Deals by stage with weighted value
The prompt
Create a Sheet sales pipeline for Northlane Software, a fleet management software company. Use columns for deal, company, contact, stage (Prospecting, Qualified, Proposal, Negotiation, Closed Won, Closed Lost), deal value, probability, weighted value (formula), expected close date, owner and next step. Add 15 example deals and a summary block with total and weighted pipeline by stage using formulas.
Make it yours
- Change the details in the prompt to fit sales teams.
- For example, change it so that it is for a boutique digital marketing agency selling monthly retainers and the stages are Lead, Discovery, Pitch, Contract Review, Won, Lost.
- Ask for edits in plain words: tone, colors, length, layout or data.
- Share the result by link or export it when you are done.
More sheet templates
Browse allSpending by category, Jan–Mar 2026
Category Jan Feb Mar Apr Salaries 42,000 42,000 42,000 43,500 Rent 6,000 6,000 6,000 6,000 Software 1,650 1,720 1,800 1,850 Marketing 4,200 5,600 3,900 6,100 Travel 800 1,900 1,200 650 Equipment 2,400 300 0 1,200 Total 57,050 57,520 54,900 59,300 Budget tracker
Planned vs actual spend by month
Posts by channel
Date Channel Topic Format Owner 2026-11-02 Blog Why local sourcing beats delivery apps Article Maya 2026-11-04 LinkedIn Meet the farmers: Green Valley Co-op Carousel Priya 2026-11-06 Instagram Behind the kitchen: Monday prep Reel Sam 2026-11-09 Blog How to run a lunch budget for 50 people Guide Daniel 2026-11-11 LinkedIn Customer story: Brightline Studio Post Maya 2026-11-13 Instagram Seasonal menu reveal: autumn bowls Carousel Priya 2026-11-16 Blog Zero-waste packaging, one year in Article Sam 2026-11-18 LinkedIn Office lunch survey results Infographic Daniel Content calendar
Posts planned across channels
Line items: quantity, rate and amount (USD)
Description Quantity Rate (USD) Amount (USD) Discovery workshop and competitor audit (hours) 8 95 760 Logo design: concepts plus 2 revision rounds (hours) 24 95 2,280 Color palette and typography system (hours) 10 95 950 Packaging label design, per coffee SKU 3 420 1,260 Brand guidelines PDF, 24 pages (flat fee) 1 1,150 1,150 Social media template kit, per template 6 65 390 Final file export and handoff (hours) 2 95 190 Subtotal 6,980 Invoice
A ready-to-send invoice with totals
Total vs. Reimbursable Spend by Category (USD)
Date Merchant Category Description Amount 2026-03-08 Skyline Air Airfare Round-trip economy SEA–DEN 412.6 2026-03-08 Rocky Ride Share Ground Transport Airport to hotel 48.25 2026-03-08 Gate Grill Meals Dinner at airport before connection 27.8 2026-03-09 Brewer's Bean Coffee Meals Breakfast before kickoff meeting 14.35 2026-03-09 Larkspur Kitchen Client Entertainment Dinner with 4 client stakeholders 186.5 2026-03-10 Mile High Cab Ground Transport Hotel to client site 22 2026-03-10 Print & Ship Depot Supplies Printed workshop handouts (40 copies) 63.9 2026-03-11 Copper Table Meals Working lunch 41.2 Expense report
Claims with categories and totals
Task Duration (Workdays) by Finish Date
Phase Task Owner Start End Discovery Stakeholder interviews (dispatch, billing, CS) Maya Ortiz 2026-03-02 2026-03-06 Discovery Requirements sign-off Maya Ortiz 2026-03-05 2026-03-11 Discovery Data and API audit (TMS, billing system) Dev Patel 2026-03-04 2026-03-13 Design User flows and wireframes Lena Brandt 2026-03-09 2026-03-18 Design UI design and clickable prototype Lena Brandt 2026-03-16 2026-03-25 Design Usability test with 6 customer contacts Maya Ortiz 2026-03-23 2026-03-27 Build Login, SSO and account setup Dev Patel 2026-03-16 2026-03-27 Build Shipment tracking dashboard Tom Reyes 2026-03-23 2026-04-08 Project timeline
Tasks, owners and week-by-week plan
Qty in Stock vs. Reorder Level
SKU Item Category Supplier Unit Cost ($) CF-001 Ethiopia Guji green beans (per kg) Green Coffee Origin Trade Partners 8.4 CF-002 Colombia Huila green beans (per kg) Green Coffee Origin Trade Partners 7.2 CF-003 Brazil Santos green beans (per kg) Green Coffee Origin Trade Partners 6.1 CF-004 Sumatra Mandheling green beans (per kg) Green Coffee Origin Trade Partners 7.85 PK-101 12 oz kraft bag with valve Packaging Packwell Supply 0.32 PK-102 2 lb kraft bag with valve Packaging Packwell Supply 0.58 PK-103 Shipping box 10x8x4 in Packaging Packwell Supply 0.74 PK-104 Branded label roll (500 labels) Packaging Packwell Supply 14.5 Inventory tracker
Stock levels and reorder alerts