Template

Sales Pipeline Report Template

A weekly pipeline report template for RevOps teams reporting to sales leadership. Covers pipeline value, stage movement, deal velocity, and rep-level performance.

Template Updated February 2026 Free

Get the Template

Download the CSV file. Open in Google Sheets, Excel, or any spreadsheet tool. Customize the fields for your team.

⬇ Download Report Template
CSV format — works with Google Sheets, Excel, Numbers

Report Sections

  1. Pipeline summary — Total value, number of deals, average deal size. Week-over-week change for each. This is the top of the report: three numbers and their direction.
  2. Stage distribution — Value and count by stage. Identify bottlenecks (stages with growing deal counts but flat progression). A healthy pipeline has roughly 3x more value in early stages than late stages.
  3. Deal velocity — Average days in each stage. Compare current quarter to last quarter. Increasing stage time is an early warning signal before it shows up in revenue misses.
  4. Aging analysis — Deals past their expected close date. Deals in a single stage longer than 2x the average. These are your pipeline quality risks.
  5. Rep breakdown — Pipeline by rep with individual coverage ratios. Highlights reps below 2x coverage (at risk) and above 5x (potential sandbagging or data quality issues).
  6. Wins and losses — Closed deals this week with win/loss reasons. Spot patterns: are you losing to the same competitor? The same objection?

Checklist

Total pipeline value (WoW change)
Deal count and average deal size
Pipeline by stage (value + count)
Stage-to-stage conversion rates
Average days in each stage (vs. benchmark)
Deals past expected close date
Deals stalled (2x average stage time)
Coverage ratio by rep
Closed-won this week (amount, count, average)
Closed-lost this week (reasons, competitor losses)

Get the Template

Download the CSV file. Open in Google Sheets, Excel, or any spreadsheet tool. Customize the fields for your team.

⬇ Download Report Template
CSV format — works with Google Sheets, Excel, Numbers

Frequently Asked Questions

How often should I generate this report?

Weekly. Send it Sunday evening or Monday morning before the sales standup. Consistency matters more than perfection. A good-enough report every Monday beats a perfect report sometimes.

What's the most important metric in a pipeline report?

Coverage ratio. It's the one number that predicts whether you'll hit the number. Below 2x, you're almost certainly going to miss. Above 4x with low conversion, you have a quality problem, not a quantity problem.

Should I automate pipeline reporting?

Absolutely. Manual pipeline reports are the #1 time sink in RevOps. Build it in your BI tool (Tableau, Looker, Power BI) or directly from CRM reports. The goal is zero manual data pulling.

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