# Sales Pipeline Report Template Source: https://nerix.ai/templates/sales-pipeline-report Report where your deals stand by stage, what will close, what is at risk and how you compare with target. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/sales-pipeline-report) ### Sales pipeline report **Team:** Alder Supplies, Sales Team **Period:** October 2027 **Prepared by:** Ines Duarte **Date:** 14 October 2027 ## Against target - Target: EUR 250,000 - Won so far: EUR 118,000 - Forecast: EUR 232,000 ## Summary We have won 47 percent of target with 2 weeks left. The pipeline covers the gap if we close two of the three large deals. ## Deals by stage | Stage | Deals | Value | | New lead | 22 deals | EUR 310,000 | | Qualified | 14 deals | EUR 275,000 | | Proposal sent | 8 deals | EUR 190,000 | | Negotiation | 4 deals | EUR 120,000 | ## Expected to close | Customer | Value | Expected close | Chance | | Nordic Fine Foods | EUR 60,000 | 20 October | 80 percent | | Mill Road Cafe group | EUR 35,000 | 27 October | 60 percent | | Blue Harbour Hotels | EUR 48,000 | 31 October | 40 percent | ## Lost deals Harper Bakeries, EUR 22,000, chose a cheaper supplier Green Plate, EUR 15,000, delayed their project ## Risks and help needed Blue Harbour needs a call with our director. Two deals are slow because of buyer holidays. ## Next steps Book director call with Blue Harbour (Ines, this week) Re-engage 6 stalled proposals (Tomasz, by 21 October) Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A sales pipeline report for a team meeting. Show deals by stage, value, expected closes, wins and losses, risks, forecast against target and next steps. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### Team or business For example: Alder Supplies, Sales Team - ### Period For example: October 2027 - ### Prepared by For example: Ines Duarte - ### Date For example: 14 October 2027 - ### Target for the period For example: EUR 250,000 - ### Won so far For example: EUR 118,000 - ### Summary For example: We have won 47 percent of target with 2 weeks left. The pipeline covers the gap if we close two of the three large deals. - ### Deals by stage One row for each stage. For example: New lead | 22 deals | EUR 310,000 Qualified | 14 deals | EUR 275,000 Proposal sent | 8 deals | EUR 190,000 Negotiation | 4 deals | EUR 120,000 - ### Deals expected to close this period One row for each deal. For example: Nordic Fine Foods | EUR 60,000 | 20 October | 80 percent Mill Road Cafe group | EUR 35,000 | 27 October | 60 percent Blue Harbour Hotels | EUR 48,000 | 31 October | 40 percent - ### Forecast for the period Won plus deals weighted by chance. For example: EUR 232,000 - ### Lost deals and reasons optional For example: Harper Bakeries, EUR 22,000, chose a cheaper supplier Green Plate, EUR 15,000, delayed their project - ### Risks and help needed For example: Blue Harbour needs a call with our director. Two deals are slow because of buyer holidays. - ### Next steps For example: Book director call with Blue Harbour (Ines, this week) Re-engage 6 stalled proposals (Tomasz, by 21 October) Sales and marketing ## What is inside The parts of this document, in order. - 1 Against target - 2 Summary - 3 Deals by stage - 4 Expected to close - 5 Lost deals - 6 Risks and help needed - 7 Next steps Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=sales-pipeline-report) ### Was this template helpful? Sales and marketing ## Questions people ask ### What details does this template ask for? The form asks for 13 details, starting with Team or business, Period, Prepared by, Date, Target for the period. 1 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these marketing templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do I need a customer's permission for a case study? Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it. ### Can nerix improve the wording? Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish. Templates ## More in Sales and marketing - [Brand guidelines summary Put your brand rules on one page: voice, logo, colours, fonts, images and what not to do. Sales and marketing](https://nerix.ai/templates/brand-guidelines-summary) - [Campaign performance report Report how a marketing campaign did against its goals, what it cost and what to do next. Sales and marketing](https://nerix.ai/templates/campaign-performance-report) - [Competitor analysis Compare your main competitors on offer, price, customers and strengths, then decide where you can win. Sales and marketing](https://nerix.ai/templates/competitor-analysis) - [Content calendar Plan what you publish, where and when: goals, channels, themes, and a dated schedule with an owner for each piece. 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