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Free sales pipeline review template

A pipeline review checks whether deals are real and moving. This template looks at coverage, then reviews key deals by their qualification gaps and next steps.

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Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Sales pipeline review template

Review

Team / rep: [name] | Period: [month / quarter] | Date: [date]

Pipeline summary

Target: [amount] | Pipeline: [amount] | Coverage: [x]

By stage: Discovery [ ] | Evaluation [ ] | Proposal [ ] | Negotiation [ ]

Deals to discuss

[Deal] | Value: [ ] | Stage: [ ] | Close date: [ ]

Gaps: [economic buyer / decision process / paper process]

Next step: [ ] | Date: [ ]

Stalled deals

[Deal] | No activity since: [date] | Plan: [ ]

Action items

[Task] | Owner: [rep] | Due: [date]

How to use this template

  • Ask for evidence: what did the buyer say, not what the rep thinks.
  • Every deal needs a dated next step agreed with the buyer.
  • Review stalled deals separately from the forecast.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

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Frequently asked questions

Related:

What is a pipeline review?

A regular meeting where a sales manager and reps review open deals, their stage, gaps and next steps.

What is good pipeline coverage?

Many teams aim for about three times their target, but the right ratio depends on your win rate.

Is this sales pipeline review template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the sales pipeline review for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.