12 modelos de pipeline de vendas (Excel e Google Sheets) para impulsionar o seu pipeline

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.

Está à procura de uma ferramenta gratuita para acompanhar as suas vendas? Experimente um modelo de folha de cálculo de pipeline de vendas que pode utilizar no Excel, no Google Sheets ou noutras aplicações.

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.

Neste guia, vamos mostrar-lhe um total de 12 modelos diferentes que pode começar a utilizar hoje mesmo.

Os melhores modelos Excel de pipeline de vendas

O Microsoft Excel é um dos programas de folha de cálculo mais populares, o que significa que provavelmente já o tem no seu computador e sabe como o utilizar.

Além disso, com o Office 365, pode colaborar com os membros da equipa e manter tudo actualizado.

Este programa testado e comprovado é perfeito para criar o seu primeiro pipeline de vendas. Se está pronto para começar, aqui estão 4 modelos Excel que pode descarregar gratuitamente e começar a utilizar hoje mesmo.

1. Modelo de pipeline de vendas gratuito da 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. Modelo de pipeline de vendas da 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. Modelo de pipeline de vendas do 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. Gestão pormenorizada do pipeline de vendas a partir do 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.

Modelos de pipeline de vendas do Google Sheets

Como outro programa de folhas de cálculo que quase toda a gente já utilizou, o Google Sheets tem vantagens sérias quando se trata de criar o seu pipeline de vendas.

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 facto, existem mais de 2000 ligações que pode estabelecer entre o Google Sheets e outras aplicações no Zapier. Isto ajuda-o a simplificar o seu processo e a evitar estrangulamentos com o trabalho manual de introdução de dados.

5. Modelo de CRM da folha 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... Quer este mesmo modelo de CRM para Excel? Obtenha-o aqui.

6. Monitorização do pipeline de vendas da 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. Folha de cálculo de acompanhamento do pipeline do 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!

Modelos de pipeline de vendas de aplicativos nativos: Asana, Airtable e muito mais

Embora o Excel e o Sheets sejam opções populares, não são os únicos programas que pode utilizar para criar um pipeline de vendas online fácil.

Muitas das aplicações de produtividade que utilizamos diariamente têm modelos integrados para condutas de vendas.

Veja os 5 melhores modelos que as nossas aplicações de produtividade favoritas criaram: 

8. Modelo de pipeline de vendas de segunda-feira

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.

O Monday facilita a colaboração e pode adicionar convidados e subscritores ao seu pipeline. A única desvantagem é que terá de pagar pela versão melhorada se tiver mais de cinco representantes na sua equipa.

9. Pipeline de CRM a partir do 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. Monitorização do pipeline de vendas e dos contactos a partir da 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. Modelo de pipeline de vendas da 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. Modelo de pipeline de vendas da 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.

Crie hoje o seu próprio pipeline de vendas

Quando se está a começar a desenvolver a empresa, pode ser difícil justificar o investimento em software e ferramentas.

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.

Mas, embora a utilização de uma folha de cálculo de vendas seja óptima no início, há uma grande desvantagem: Nenhum destes modelos foi concebido para se adaptar à evolução da sua empresa nos próximos anos.

Isso significa que a sua empresa acabará por ultrapassar o modelo de folha de cálculo do pipeline de vendas que está a utilizar.

Saberá quando é altura de mudar para algo mais adequado à sua actividade:

• Começa a perder informações importantes sobre os negócios actuais
• Aumenta a sua equipa de vendas para mais de uma ou duas pessoas
• Várias pessoas da sua equipa começam a telefonar acidentalmente aos mesmos potenciais clientes

Quando estas coisas começarem a acontecer, saberá que está na altura de dar um passo em frente e investir num CRM de pipeline de vendas que possa lidar com todos os novos negócios que está a angariar.

O seu negócio vai continuar a crescer e as ferramentas que utiliza devem ser capazes de crescer consigo. Com um CRM verdadeiramente versátil(com a Close), não só poderá criar o seu pipeline de vendas, como também poderá analisar, iterar e expandir o seu pipeline à medida que a sua empresa cresce e atinge o seu potencial máximo.

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