Sales Pipeline Database Template

Track deals, forecast revenue, and close faster in a reliable database.

Your Sales Pipeline database at a glance

This template trades messy spreadsheets for a clean, reliable system to track every deal, company, and sales rep in one place. It keeps your forecast accurate and your team aligned on what needs to close.

Instead of isolated rows, this database connects your data natively. Deals automatically link to Companies and Owners, so you can see exactly who is working on what without duplicate entries.

Pre-built formulas instantly calculate your weighted value based on win probability, while rollups track the total pipeline value per company in real time.

Why a sales pipeline gets messy in Excel

When you track deals in Excel, columns get mixed up, meeting notes get buried, and a single deleted cell can break your entire revenue forecast.

What a structured database changes

In a database, your data types are perfectly enforced. Deal sizes stay as currency, stages follow strict drop-downs, and probabilities remain exact percentages.

Rather than relying on fragile VLOOKUPs to tie a deal to a client, native relations connect your records effortlessly. This is exactly what Softr Databases are built to handle as your team scales.

What you can do with this template

You can immediately log deals, assign stages from Prospecting to Closed Won, and track meeting notes securely without cluttering a grid.

It gives you instant visibility into individual rep performance and auto-calculates expected revenue without requiring you to write a single formula.

Tables for Sales Pipeline Database

Users

Manage sales team members and admins with assigned roles and deal ownership
Companies

Organize target accounts and client organizations with industry and pipeline data
Deals

Track sales opportunities throughout the pipeline using insights and strategy notes

Who is this Sales Pipeline database for

This template is designed for teams that need a reliable, scalable way to track revenue.

Sales Managers: Monitor team performance, track exact pipeline values, and analyze win probabilities across all reps.
Sales Reps: Manage daily workflow, update deal stages quickly, and log meeting notes without fighting formatting errors.
Founders: Get real-time visibility into overall company revenue forecasts and strategic opportunities.

How to take it further

Customizing this database is extremely simple. You can quickly add new industry types to the company select field or tweak the deal stages to match your exact sales process.

Getting started is immediate, too. Just use the fast CSV import to pull in your existing Excel deals and contacts directly into the structured tables.

When your team grows, you can easily use an interface builder to turn this database into a full internal CRM. Instead of everyone working inside the backend tables, reps get a clean dashboard of their assigned deals.

Because the database is fully structured, it’s simple to enforce users and permissions so sales reps only see their own accounts, while managers see the entire pipeline.

How to use the Sales Pipeline Database template

1

Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2

Fine-tune the database: Adjust fields, options, and , settings so the database matches your specific needs. You can rename fields, change select options, or modify default values.
3

Add your data: Replace the mock content with your own and information. You can add data manually or import it quickly o cr via CSV.
4

Build an app on top of your database: Create a Softr app on top of this database to have a custom interface where users can log in, view data, and collaborate.

Frequently asked questions

What is a sales pipeline database?

A structured system that tracks your sales opportunities from initial contact to a closed deal. Unlike spreadsheets, it connects contacts, companies, and deals securely to give you a clear view of incoming revenue.
Why use a no-code database to build a sales pipeline?

It gives you the reliability of enterprise software without writing any code or relying on fragile Excel formulas. You get a production-ready tracker that scales naturally as your sales team grows and won't break when edited by multiple people.
How can AI help managing data for a sales pipeline?

You can use an AI database co-builder to instantly generate new tracking fields or write complex probability formulas without technical knowledge. Additionally, you can configure Database AI agents to automatically research target domains or enrich company descriptions whenever a new deal is added.
Can I build an app with this sales pipeline database?

Yes, you can easily turn this data into a fully functional internal CRM. By layering an interface over this database, sales reps get custom portals to view their assigned deals while managers can track the overall forecast.
Is this Sales Pipeline template free?

Yes, this template is completely free to copy and start using right away. Databases are included in the free plan, which allows you to invite unlimited collaborators to your workspace.
How is a database better than tracking sales in Excel?

Excel breaks down as your pipeline grows because it lacks structure; VLOOKUPs break easily and multiple users editing at once often causes chaos. A database enforces clean data, natively connects deals to companies, and accurately rolls up total pipeline values automatically.

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