Sales Pipeline Progression Checklist Form
Track and manage your sales deals as they progress through each stage of your pipeline.
Deal Name
*
Client / Company Name
*
Sales Owner
*
Current Pipeline Stage
*
Please Select
Prospecting
Qualification
Needs Analysis
Proposal
Negotiation
Verbal Agreement
Closed Won
Closed Lost
Other
Estimated Deal Value (USD)
*
Expected Close Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Probability of Closing (%)
*
0%
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100%
100
80 is 0%, 100 is 100%
Key Next Steps
Current Blockers or Risks
Additional Notes
Submit
Should be Empty: