12 plantillas de canal de ventas (Excel y Google Sheets) para impulsar su canal de ventas

You know that a sales pipeline is essential if you want to scale your business and grow your customer base. Enter: The need for ready-to-use sales pipeline templates to get you started.

If you’re a startup, small business owner or sales leader just getting your sales process off the ground, you may not have the investment capital to purchase new sales tools, like a CRM. We get that.

Still, you'll need a way to keep track of your prospects and the deals in play, even if you’re just looking to start with your first 10 customers. Without the right tools, you run the risk of losing opportunities or conversations that could have turned into closed deals. The follow-up is an essential part of moving deals to the finish line—but you can’t follow up if you don’t know where potential customers are in their purchase journey.

¿Busca una herramienta gratuita para realizar un seguimiento de sus ventas? Prueba una plantilla de hoja de cálculo de canal de ventas que puedes utilizar en Excel, Google Sheets u otras aplicaciones.

That way, you can organize your sales leads and follow a clear roadmap as you build your first sales process and start to turn that million-dollar idea into something tangible.

En esta guía, vamos a mostrarte un total de 12 plantillas diferentes que puedes empezar a utilizar hoy mismo.

Las mejores plantillas de Excel para el proceso de ventas

Microsoft Excel es uno de los programas de hojas de cálculo más populares, lo que significa que probablemente ya lo tengas en tu ordenador y sepas utilizarlo.

Además, con Office 365, puedes colaborar con los miembros del equipo y mantenerlo todo actualizado.

Este programa de eficacia probada es perfecto para crear tu primera cartera de ventas. Si estás listo para ponerte manos a la obra, aquí tienes 4 plantillas de Excel que puedes descargar gratis y empezar a utilizar hoy mismo.

1. Plantilla gratuita de canal de ventas de Salesmate

Best feature: Clean design and easy customization options

Who this is best for: For new businesses just getting started with sales

Prerequisites: Must input an email address

If you want the ability to customize your pipeline spreadsheet, this template from Salesmate gives you all the instructions you need. Not only can you adjust your deal stages, but you can also adjust the formula for win probability to create more accurate forecasts.

2. Plantilla de proceso de ventas de Tipsographic

Best feature: Easy to use and customize

Who this is best for: For businesses with very few deals on hand

Prerequisites: None

This spreadsheet from Tipsographic separates deals into quarters and also allows you to customize the win probability depending on the deal stage. You can also add the expected close date, the sales rep working with this customer, deal size based on pricing, and notes on next steps. When downloading this template, you can choose to download as an Excel spreadsheet or open with Google Sheets and make a copy for yourself.

3. Plantilla de proceso de ventas de Smartsheet

Best feature: Provides quarterly sales forecasts, space for next actions, and projected closing date

Who this is best for: Designed for small businesses to help with account management

Prerequisites: None

Designed for small businesses, this template from Smartsheet is organized into quarters and includes all the necessary information for your pipeline. Salespeople will be able to see the status of the deal, who is the lead rep, next actions, and even forecasted earnings for each quarter.

4. Gestión detallada de la cartera de ventas desde Microsoft Office

Best feature: Includes detailed forecasting abilities with premade calculations, plus a handy graph!

Who this is best for: For those who need a more detailed view of their pipeline

Prerequisites: None

Coming straight from the creators of Excel, this template from Microsoft fits nicely into your favorite spreadsheet program. With three sheets, there's plenty of space to fill in the information you need. This Excel template gives you detailed forecasting, plus a visual forecast graph to help you see if you're reaching your sales goals.

Plantillas de proceso de ventas de Google Sheets

Como otro programa de hoja de cálculo que casi todo el mundo ha utilizado en algún momento, Google Sheets definitivamente tiene algunas ventajas importantes cuando se trata de crear su canal de ventas.

When you use Google Sheets in place of a CRM, one of the biggest advantages is that everything is stored online. That means you can collaborate in real-time with your teammates, and all the information stays current.

Another advantage of using a Google Sheets sales pipeline template is that this program can easily be linked to other tools. Using Zapier and other integrations, you can create automations that add information to your spreadsheet from other sources. For example, you can create new leads in your Google Sheet when someone completes a Typeform form on your website.

De hecho, en Zapier puedes establecer más de 2.000 conexiones entre Google Sheets y otras aplicaciones. Esto te ayuda a agilizar el proceso y evitar cuellos de botella con el trabajo de introducción manual de datos.

5. Plantilla CRM de hoja de cálculo SalesTable de Close

Best feature: Includes a simple visual dashboard to see your open, closed, and won opportunities, plus their value

Who this is best for: Small businesses who need customization and easy visual overview of their sales

Prerequisites: Must input your email address to download

SalesTable from Close is an easy, straightforward spreadsheet with a visual dashboard that summarizes your current sales efforts, plus the ability to easily track leads and their important information. You can also customize your opportunity status and stages to fit your unique workflow and sales process.

Psst... ¿Quieres esta misma plantilla CRM para Excel? Consígala aquí.

6. Rastreador de canal de ventas de Indzara

Best feature: Very visually friendly, with clear graphs to decipher key metrics

Who this is best for: For small business owners who love having visual data

Prerequisites: None

The dashboard on this template allows you to quickly see where the value is in your pipeline, what your average conversion rate is, as well as how long it takes on average to close a deal. You’ll also see which stage is losing more deals on average, and total value vs. expected value based on win confidence.

7. Hoja de cálculo Pipeline Tracker de Sales Hacker

Best feature: Information separated by opportunity info, economics, and pipeline data

Who this is best for: Businesses who need to see sales data separated by quarter

Prerequisites: None

Everything a small business needs to keep track of their pipeline: with space to add the probability of the deal, weighted forecast, sales pipeline stage, and notes. Just copy this Google Doc to your own Drive and get started!

Plantillas de canal de ventas para aplicaciones nativas: Asana, Airtable y más

Aunque Excel y Sheets son opciones populares, no son los únicos programas que puede utilizar para crear un canal de ventas en línea sencillo.

Muchas de las aplicaciones de productividad que utilizamos a diario tienen plantillas integradas para los canales de ventas.

Echa un vistazo a las 5 mejores plantillas que han creado nuestras aplicaciones de productividad favoritas: 

8. Plantilla de proceso de ventas del lunes

Best feature: Great visual view and productivity features from a productivity app

Who this is best for: For teams with multiple reps or prospects in multiple countries

Prerequisites: Must have an account with Monday (basic plan starts at $39 per month)

Productivity app Monday offers this great template for users. It includes excellent visuals, such as a progress bar, color-coded task updates, time zones for businesses with international customers, and expected close dates that turn red when you go past. There's also a star rating for the priority of deals, and customizable labels for quick organization.

Monday facilita la colaboración, y puedes añadir invitados y suscriptores a tu pipeline. El único inconveniente es que tendrás que pagar por su versión mejorada si tienes más de cinco representantes en tu equipo.

9. CRM Pipeline desde Trello

Best feature: A Kanban-based pipeline that uses custom tags to help you see which prospects are the most promising

Who this is best for: For small businesses who love Kanban

Prerequisites: Must have a Trello account (Works best with Business Class, starting at $9.99 per user, per month)

This Trello board template allows you to add teammates, assign tasks to them, and organize your prospects with custom tags. You can also add more information in the descriptions, and add custom checklists for important tasks. The collaboration features in Trello also help you talk with your team through comments and discuss next steps or ideas.

10. Pipeline de ventas y seguimiento de clientes potenciales desde Asana

Best feature: Productivity with tasks and better sales overviews all wrapped into one neat package

Who this is best for: For small sales teams with big goals

Prerequisites: Must have an Asana account (Free account for less than 15 users, or paid versions starting at $10.99 per user, per month)

Since Asana is a productivity-based app, it's no surprise this template is easy-to-use and extremely intuitive. But it gives you something the other native app templates don't: the ability to forecast. In your lists, you can see all active opportunities and their estimated value, plus add custom lead statuses and priorities for each prospect. You'll see a sum of the value below each section, helping you forecast better and keep track of what your team is doing.

11. Plantilla de proceso de ventas de Airtable

Best feature: Intuitive and detailed template for more advanced teams

Who this is best for: For anyone who loves Airtable, or teams who need easy collaboration

Prerequisites: Must have an account with Airtable

For fans of Airtable, this template is extremely intuitive and powerful. You can easily switch views from a list to a Kanban board, an expected close calendar, or a list grouped by the rep assigned to each deal. Airtable also allows you to open up records, work through the data, and add comments for your teammates. You can even customize your view by adding Blocks (like add-ons) with custom charts, batch updates, maps, and more!

12. Plantilla de proceso de ventas de Todoist

Best feature: For a no-fuss pipeline, a simple list view of your leads and their status

Who this is best for: For solopreneurs and freelancers with few deals to handle at a time

Prerequisites: Must have an account with Todoist (the free version should be fine)

While admittedly more of a to-do list than a pipeline, Todoist's template allows you to add your leads and their details, then organize them by their status. This is a simple way to keep track of a few leads for freelancers or solopreneurs who are just getting started.

Cree hoy mismo su propio canal de ventas

Cuando estás empezando a hacer crecer tu negocio, puede resultar difícil justificar la inversión en software y herramientas.

That’s why these sales pipeline templates are perfect for new startups who are just getting off the ground. They’re easy to set up and use, they’re great for online team collaboration, and they’ll help you organize those first few deals in your pipeline as you set up your sales pitch templates and other sales resources.

Pero aunque utilizar una hoja de cálculo de canalización de ventas es estupendo al principio, tiene una grave desventaja: Ninguna de ellas se ha creado para escalar como lo hará tu negocio en los próximos años.

Eso significa que tu startup acabará superando la plantilla de hoja de cálculo de canal de ventas que estás utilizando.

Sabrá cuándo ha llegado el momento de cambiar a algo más adecuado para su negocio:

• Empiezas a perder información importante sobre las ofertas actuales
• Amplía su equipo de ventas a más de una o dos personas
• Varias personas de su equipo empiezan a llamar accidentalmente a los mismos clientes potenciales

Cuando estas cosas empiecen a suceder, sabrá que ha llegado el momento de dar un paso adelante e invertir en un CRM de canal de ventas que pueda gestionar todos los nuevos acuerdos que está consiguiendo.

Su negocio va a seguir creciendo y las herramientas que utilice deben poder crecer con usted. Con un CRM realmente versátil(como Close) no solo podrás crear tu pipeline de ventas: podrás analizarlo, iterarlo y ampliarlo a medida que tu negocio crezca hasta alcanzar todo su potencial.

Wondering how it works? Try Close 14 days for free—we won’t even ask for your credit card!