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Sales pipeline template (CSV / Google Sheets / Excel).

A free sales pipeline template with written exit criteria, stage probabilities and weighted value — generated with your own stages and currency, downloaded as CSV that opens in Excel or Google Sheets.

No card required · Your own mailboxes · Cancel anytime

Stages in your template

    Columns: deal, account, contact, owner, stage, value, probability, weighted (formula), next step and date, source campaign, created, expected close, last activity, health. A second block asks you to write the exit criterion for each stage — that is what makes a pipeline forecastable.

    Then do it inside the product

    Every tool here is a screen in Quotarider.

    Subject lines and sequences drafted by Sequence Writer, spam checks inside Inbox Shield, pipeline templates as industry packs, DNS checks before every send.

    Sequence · Founder-led outbound · 4 steps
    RunningStops on any real reply
    Day 0 · Emailstops on replyQuick question
    Day 3 · Emailstops on replyRe: quick question — one number
    Day 6 · LinkedInstops on replyConnection note · drafted by Sequence Writer
    Day 12 · Emailstops on replyBreakup — should I close the file?
    Step performance · by revenue, not opens
    2,140sent
    61%opened
    7.4%replied
    $41,200attributed
    Click anything to explore

    Questions teams ask

    Why exit criteria?

    A stage is a promise about what has happened. If two reps can put the same deal in different stages, the stages are wrong.

    How do I set probabilities?

    Start with the defaults; replace them with your own won/lost history per stage after one quarter.

    Is my data stored?

    No. Every tool runs entirely in your browser; nothing is sent to a server.

    Can I share this tool?

    Yes — link to it freely.

    Free tool. Free plan.

    The plan never expires either.

    Credentials encryptedMailbox and AI keys sealed with AES-256, scoped to your workspace alone.
    Your mailboxes, your domainWe never send from a shared IP pool or resell you email credits.
    Agents never send aloneEvery agent output is a draft. A human approves before anything leaves.
    No card to start7 days free on the full platform. No setup fee, ever. Cancel in one click.
    Your data stays yoursExport contacts, deals and campaign history whenever you want.