Sales Pipeline & CRM Tracker
A 20-lesson sales pipeline course: lead capture, stage probabilities, weighted forecast, funnel reports and follow-up cadences for a small B2B team.
Articles20
Lesson 01 · Why a macro-free CRM in ExcelThe whole customer lifecycle, no code required (Stage 1 · Foundations; 30–40 min)Published 2026-09-29Lesson 02 · Settings and the pipeline stage tableOne place for dates, terms, and weights (Stage 1 · Foundations; 30–40 min)Published 2026-09-29Lesson 03 · Companies: master data done rightOne row per account, stable codes first (Stage 1 · Foundations; 30–40 min)Published 2026-09-29Lesson 04 · Contacts and INDEX-MATCHPeople buy, companies pay (Stage 1 · Foundations; 35–45 min)Published 2026-09-29Lesson 05 · Lead intake: sources and first statusEvery inquiry logged the day it arrives (Stage 2 · Lead Intake; 30–40 min)Published 2026-09-29Lesson 06 · Lead conversion by the numbersCOUNTIF turns the log into insight (Stage 2 · Lead Intake; 30–40 min)Published 2026-09-29Lesson 07 · Opportunities: the pipeline registerEvery live deal on one grid (Stage 3 · Pipeline & Forecast; 35–45 min)Published 2026-09-29Lesson 08 · Stage weights by lookupOne VLOOKUP prices the deal's odds (Stage 3 · Pipeline & Forecast; 30–40 min)Published 2026-09-29Lesson 09 · Weighted pipeline valueValue times weight, summed with judgment (Stage 3 · Pipeline & Forecast; 30–40 min)Published 2026-09-29Lesson 10 · Aging: days open, sales cycleDates are numbers - subtract them (Stage 3 · Pipeline & Forecast; 35–45 min)Published 2026-09-29Lesson 11 · The activity logEvery touch, with a promise attached (Stage 4 · Follow-Up Discipline; 30–40 min)Published 2026-09-29Lesson 12 · Overdue follow-ups, made visibleA nested IF plus conditional formatting - no macros (Stage 4 · Follow-Up Discipline; 35–45 min)Published 2026-09-29Lesson 13 · Does every open deal have a next step?COUNTIFS finds the silent deals (Stage 4 · Follow-Up Discipline; 30–40 min)Published 2026-09-29Lesson 14 · Quotes: register and expiryEvery price promise in writing, with a clock on it (Stage 5 · Quotes to Orders; 30–40 min)Published 2026-09-29Lesson 15 · Quote outcomes and the order hand-offAccepted becomes an order; declined becomes a lesson (Stage 5 · Quotes to Orders; 30–40 min)Published 2026-09-29Lesson 16 · Orders from accepted quotesChained lookups, one source of truth for money (Stage 5 · Quotes to Orders; 35–45 min)Published 2026-09-29Lesson 17 · Invoices and NET 30Due dates by formula, sales tax excluded (Stage 6 · Invoicing & Dashboard; 35–45 min)Published 2026-09-29Lesson 18 · Payments and open balancesCash in, matched to invoices - and the AR hand-off (Stage 6 · Invoicing & Dashboard; 35–45 min)Published 2026-09-29Lesson 19 · Dashboard: pipeline and weighted forecastCounting and summing everything except Won and Lost (Stage 6 · Invoicing & Dashboard; 40–50 min)Published 2026-09-29Lesson 20 · Dashboard: win rate, sales cycle, cashThe last four formulas, and the workbook is yours (Stage 6 · Invoicing & Dashboard; 40–50 min)Published 2026-09-29