S-03 · SAvailable now

Pipeline Visual Template

Builds a clear picture of the pipeline: value by stage, drop-off rates and how long deals take to close.

Working calculator · S-03

Pipeline Visual Template

Create a clean current pipeline snapshot by sales stage, with opportunity counts and unweighted estimated values.

Your standard report is generated privately in your browser; worksheet answers are not uploaded for the standard report. M-02 and M-04 also offer optional AI-assisted analysis, which sends worksheet answers to an external AI service only with your explicit consent. AI suggestions require independent verification. Download your report before leaving this page.

Business name (optional, printed on the report)

Qualified — open opportunities Count distinct opportunities currently in this stage.Qualified — total unweighted pipeline value (£) Total potential sales value at this stage; enter 0 if unknown.Discovery — open opportunities Count distinct opportunities currently in this stage.Discovery — total unweighted pipeline value (£) Total potential sales value at this stage; enter 0 if unknown.Proposal — open opportunities Count distinct opportunities currently in this stage.Proposal — total unweighted pipeline value (£) Total potential sales value at this stage; enter 0 if unknown.Negotiation — open opportunities Count distinct opportunities currently in this stage.Negotiation — total unweighted pipeline value (£) Total potential sales value at this stage; enter 0 if unknown.Commitment — open opportunities Count distinct opportunities currently in this stage.Commitment — total unweighted pipeline value (£) Total potential sales value at this stage; enter 0 if unknown.

What the report measuresThis is a snapshot of live opportunities, not a cohort conversion analysis. Stage balances and values do not demonstrate historical conversion rates, win probability or assured future revenue. Enter every live opportunity in exactly one stage.