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Fiverr Pro
English
$
USD
I will build a custom excel sales pipeline tracker with deal stages and dashboard
Excel Dashboards ! Accounting ! Data Analysis ! Business Plans
I'm Ali Usman, a qualified professional in Accountancy and Finance with 8+ years of hands-on experience in financial accounting, budgeting, and advanced data analysis. My expertise includes Excel, Goo...
About this Gig
Losing deals because your pipeline is a mess of emails and guesswork?
Whether you're a freelancer juggling prospects, a startup tracking early deals, a sales manager needing team visibility, or a small business owner trying to forecast revenue I'll build you a clean Excel sales pipeline that shows exactly where every deal stands.
WHAT YOU GET:
Deal stage tracker from first contact to closed won
Revenue forecast based on deal value and probability
Dashboard with pipeline value, win rate and monthly targets
Colour-coded stages, priority flags and overdue alerts
Rep or team performance breakdown (Standard & Premium)
Automated scoring and weighted forecast (Premium)
WHY CLIENTS CHOOSE ME:
Custom built around your actual sales process
No Excel skills needed to use it day-to-day
Fast delivery, revisions until you're satisfied
One-time payment no subscriptions ever
PERFECT FOR:
Freelancers managing a handful of active deals
Small businesses replacing spreadsheet chaos
Sales teams who need real pipeline visibility
Startups forecasting revenue for the first time
Not sure which package fits your team size? Message me first I'll recommend the right one.
Technology:
Amazon Redshift
•
Excel
•
Google Sheets
•
Python
•
RStudio
•
VBA
Other Data Processing Services I Offer
FAQ
Can I customize the sales stages?
Can I customize the sales stages?
Can you add revenue forecasting?
Yes, available in Premium.
Is it suitable for teams?
Yes, I can structure it for multi-user tracking.
Can you integrate existing data?
Yes, I can migrate your current data.
How is this different from your CRM gig?
The CRM gig focuses on managing clients and contacts. This gig is specifically built around your sales process — deal stages, revenue forecasting, win rates and closing targets. They complement each other perfectly.
Can you customise the deal stages to match my sales process?
Yes — that's standard. Whether you have 3 stages or 10, I build the pipeline around the way you actually sell. Just describe your process before ordering.
Will it work in Google Sheets as well as Excel?
I build primarily in Excel. If you need Google Sheets compatibility, mention it before ordering and I'll confirm which features carry over.
Can multiple salespeople use this at the same time?
Yes — the Standard and Premium packages include team or rep views. For live multi-user collaboration, I'd recommend hosting it on SharePoint or Google Drive.
What information do you need from me to get started?
Just your deal stages, what data you want to track per deal, and your team size. I'll take care of the rest and keep you updated throughout.
Can I update it myself after you deliver it?
Absolutely. Everything is built to be easy to maintain — no formulas to manage manually. I also include a short instruction guide with every delivery.
