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Design Agency Sales Pipeline

A sales pipeline tracker for a design studio: a Dashboard with 3 charts, Deals and Activities. XLSX with a blank copy.

ForFreelancers

Dashboard tab: Open value $62,005, Weighted value $22,754, Win rate 33.3%, Days to close 26 days; doughnut chart of Pipeline value by stage ($); bar chart of Value by stage, in stage order ($);...Deals tab: columns Deal, Client, Stage, Value ($), Created, Closed, Win chance (auto), Weighted (auto) ($), Days to close (auto), Close month (auto), Close year (auto); 15 sample rows.Settings tab: Currency symbol, Symbol position, Start month, Year and more.Activities tab: columns Date, Deal, What happened, Next action due, Status (auto); 14 sample rows.

DashboardPreviews of the Dashboard, Deals, Settings and Activities tabs with sample data, drawn from the file. Fonts and chart styling can differ in Excel, Numbers and Google Sheets.

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What's inside

Format
XLSX, CSV
Contents
5 tabs · 3 charts
Version
1.1 · Updated 7 Oct 2026
Licence
Commercial What this means
Checked
Checked before it ships
  • design-agency-sales-pipeline.xlsxXLSX · 80 KB
  • design-agency-sales-pipeline-blank.xlsxXLSX · 79 KB
  • design-agency-sales-pipeline.csvCSV · 2 KB
  • LICENSE.txtadded to every download

About this item

A sales pipeline tracker for a design studio. It has 5 tabs: Start Here, Dashboard, Deals, Activities, Settings. The Dashboard with 3 charts shows your open pipeline value ($62,005 in the sample data), the weighted value using each stage's win chance, your win rate and the average days to close, with the pipeline shown stage by stage as a doughnut and a bar chart in stage order, and won value by month. Pick a stage on each deal and the win chance and weighted value follow. Activities keeps the next action for each deal and says Due in 3 days or Overdue in words. Settings holds your stages and their win chance. You get two files: one with sample data so you can see it working, and a blank copy with the same formulas. Nothing is password-locked. Made for Excel (XLSX).

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