Sales Pipeline Database Template

Your Sales Pipeline Database at a glance

This template centralizes your entire sales process, linking deals, companies, and team members in one structured system. It gives you immediate visibility into deal stages, win probabilities, and expected revenue without the clutter of shared docs.

You can manage account details in the Companies table while tracking specific opportunities in the Deals table. Because the tables are linked, every deal automatically connects to its parent company and sales owner, keeping your data relational and clean.

Why managing sales in spreadsheets breaks down

As your sales team grows, tracking hundreds of deals in a spreadsheet becomes a liability. Rows get accidentally deleted, formulas for weighted value break, and follow-ups fall through the cracks because the data is hard to read.

What a structured database changes

A database enforces integrity—currencies stay currencies, dates stay dates, and deal stages follow a strict process. Instead of copying and pasting client names across rows, you link records instantly. This is exactly what Softr Databases are designed for: giving you a rigid structure that stays flexible enough to handle thousands of interactions.

What you can do with this template

You can calculate the weighted value of your pipeline automatically using native formulas based on deal amount and win probability. You might also use Database AI agents to automatically research prospective companies and fill in missing industry or domain information seamlessly.

Who is this Sales Pipeline database for

This template is designed for sales teams that need structure without the complexity of enterprise CRMs:

• Sales Managers: Monitor pipeline health, track total revenue by company, and oversee team performance.
• Sales Representatives: Manage individual deal flow, keep notes organized, and track next steps.
• Founders/Admins: Maintain a clean directory of accounts and assign roles directly in the system.

How to take it further

Customize the database

Teams often customize this template by adding a "Loss Reason" single-select field to the Deals table or adjusting the "Industry" choices in the Companies table. Since it's a native Softr Database, these changes take seconds.

Import your existing data

If you have existing contacts or deals in CSV files, you can import them directly into the Users or Companies tables to get started immediately. The system will map your columns to the correct field types.

Build a full CRM app around it

Once your data is structured, you can use the interface builder to create a custom CRM where reps can only see and edit their own deals. By configuring users and permissions, you turn this static database into a secure, fully functional internal tool.