See a new lead get an owner and a next step, then move along to won.
Sales success often hinges on staying organized, prioritizing the right opportunities, and moving deals seamlessly toward closure. Formatic’s Sales Pipeline Template is designed to give you a clear, real-time overview of every lead and deal in progress, making it easier than ever to track your prospects, optimize follow-ups, and collaborate with your team.
Why a Kanban-Style Pipeline Works
A Kanban board provides a powerful visual overview of your sales pipeline. It breaks down each opportunity into clear stages—from Lead Capture to Closed Won—letting you instantly see where every deal stands. By moving deal cards from one list to another, you can effortlessly track progress while ensuring nothing slips through the cracks.
Key Lists in the Sales Template
Lead Capture
Store initial inquiries and basic lead details.
Evaluate and move qualified leads to the next stage.
Qualification
Focus on leads showing genuine interest or strong potential.
Determine which prospects receive proposals based on product fit and budget.
Proposal Sent
Track who has received proposals and note any pending questions or feedback.
Schedule follow-up reminders to keep deals active.
Negotiation
Gather all discussions on pricing, terms, and final objections.
Collaborate internally to finalize offers or concessions.
Closed Won/Lost
Celebrate your wins and analyze any lost opportunities.
Use insights here to refine future sales tactics.
Powerful Card Features
Contact & Company: Keep detailed information on each prospect for quick reference.
Stage: Easily update a deal’s progress to visualize where it sits in the sales cycle.
Deal Value: Track potential revenue for better forecasting.
Next Steps & Follow-Up Date: Maintain clear action items and deadlines.
Priority (Star Rating): Quickly identify high-value opportunities or deals needing urgent attention.
Labels for Instant Insights
New Lead: Immediately see which leads require initial outreach.
Hot Prospect: Identify high-potential deals likely to close soon.
Needs Follow-Up: Flag deals that need a nudge or additional information.
Under Negotiation: Pinpoint deals requiring active engagement and swift decision-making.
Closed Won / Closed Lost: Keep a clean record of final outcomes for future analysis.
Top Benefits for Sales Teams
1. Real-Time Visibility
By viewing your entire pipeline in one place, you reduce miscommunication and spot urgent deals faster.
2. Efficient Collaboration
Assign deals to specific team members and log notes, calls, and email follow-ups on individual cards.
3. Prioritized Workflows
Quickly identify deals that demand immediate attention based on value, urgency, or negotiation status.
4. Informed Decision-Making
Track outcomes under Closed Won/Lost to refine your approach, learn from lost opportunities, and replicate successful tactics.
5. Scalable & Flexible
As your sales process evolves, easily customize stages, labels, or card fields to match your organization’s changing needs.
Getting Started
Populate Your Lead Capture List
Add new contacts and begin initial outreach.Qualify & Move
As you learn more, drag deals into Qualification or directly to Proposal Sent to keep momentum going.Negotiate & Close
Use the Negotiation stage to track final discussions; then finalize deals in Closed Won or Closed Lost.Review & Refine
Analyze closed deals to understand best practices and spot areas for improvement in future cycles.
Open the board and look around before you make it your own.