Sales / Free editable template

Weighted sales pipeline template

A weighted sales pipeline multiplies every open deal by the win rate of its stage, so a pile of early-stage deals does not look like a safe forecast. This example shows five stages with their deal counts and win rates, open value beside weighted value for each stage, the gap to the quarterly quota and how many times the pipeline covers that gap.

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Preview the weighted sales pipeline

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Weighted sales pipeline example showing open and weighted value for each stage, stage win rates and deal counts, quota gap, attainment and coverage
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Set a win rate for each stage

    Use your own closed deals from the last four quarters to find how often a deal in each stage goes on to close. Avoid round guesses.

  2. Weight the open deals

    Multiply each deal by its stage win rate and add them up by stage. Draw open and weighted value side by side so the drop is obvious.

  3. Compare with the gap

    Subtract closed won from the quota to find the gap, then check weighted value and coverage against it each week.

Questions about this template

What do the hatched and solid bars mean?

The hatched bar is the open pipeline value at each stage and the solid bar is the weighted value: the open value multiplied by that stage's win rate.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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