Google Sheets Sales Pipeline Formulas

Quota bars, pipeline stages, and cumulative revenue for CRM exports.

Monthly quota percent bar

Put sales in A1 and monthly quota in B1. Bar blocks track quota percent.

=REPT("█",MIN(10,MAX(0,ROUND(A1/B1*10,0))))&REPT("░",MAX(0,10-MIN(10,MAX(0,ROUND(A1/B1*10,0)))))&" "&ROUND(A1/B1*100,0)&"% quota"

███████░░░ 72% quota

REPT ROUND MIN MAX

Pipeline stage status

Put stage 1-5 in A1. Lead, qualified, proposal, negotiation, or won.

=CHOOSE(A1,"🟡 Lead","🔵 Qualified","📋 Proposal","🤝 Negotiation","✅ Won")

📋 Proposal

CHOOSE

Deal heat rating

Put deal heat 0-5 in A1. Fire emojis rate how hot the opportunity feels.

=REPT("🔥",MIN(A1,5))&REPT("❄️",MAX(0,5-A1))&" heat"

🔥🔥🔥🔥❄️ heat

REPT MIN MAX

Follow-up overdue alert

Put days since last touch in A1. Green, yellow, or red follow-up warning.

=IF(A1<=3,"🟢 Fresh",IF(A1<=7,"🟡 Follow up","🔴 Overdue"))

🟡 Follow up

Cumulative sales counter

Put total deals closed in A1. Trophy stacks celebrate cumulative wins.

=REPT("🏆",MIN(A1,10))&" "&A1&" deals closed"

🏆🏆🏆🏆🏆 5 deals closed

REPT MIN

Commission progress bar

Put commission earned in A1 and target in B1. Money blocks track payout progress.

=REPT("💵",MIN(10,MAX(0,ROUND(A1/B1*10,0))))&REPT("○",MAX(0,10-MIN(10,MAX(0,ROUND(A1/B1*10,0)))))&" $"&A1

💵💵💵💵💵💵○○○○ $3,200

REPT ROUND MIN MAX

Win loss ratio display

Put wins in A1 and losses in B1. Trophies vs X marks show close rate.

=REPT("🏆",MIN(A1,5))&REPT("❌",MIN(B1,5))&" "&A1&"W-"&B1&"L"

🏆🏆🏆❌❌ 3W-2L

REPT MIN

Next lead call picker

Put lead row 1-5 in A1. Picks the next prospect to dial.

=CHOOSE(A1,"📞 Acme Corp","📞 Beta LLC","📞 Cedar Inc","📞 Delta Co","📞 Echo Ltd")

📞 Beta LLC

CHOOSE

Territory mood map

Put territory health 1-5 in A1. Map pin mood reflects regional pipeline.

=CHOOSE(A1,"📍 Cold","📍 Warming","📍 Active","📍 Hot","📍 On fire")

📍 Active

CHOOSE

Client health stars

Put account health 0-5 in A1. Stars rate client relationship strength.

=REPT("⭐",MIN(A1,5))&REPT("☆",MAX(0,5-A1))&" account"

⭐⭐⭐⭐☆ account

REPT MIN MAX

Churn risk traffic light

Put churn risk 1-3 in A1. Green, yellow, or red retention alert.

=CHOOSE(A1,"🟢 Healthy","🟡 At risk","🔴 Churning")

🟡 At risk

CHOOSE

Calls made activity streak

Put calls made today in A1 and daily goal in B1. Phone icons track outreach streak.

=REPT("📞",MIN(A1,B1))&REPT("○",MAX(0,B1-A1))&" "&A1&" calls"

📞📞📞📞📞○○○ 5 calls

REPT MIN MAX

Meeting booked celebration

Put meetings booked in A1. Calendar bursts celebrate each booked slot.

=IF(A1>0,REPT("📅",MIN(A1,5))&" booked!","")

📅📅 booked!

IF REPT MIN

Proposal sent tracker

Put proposals sent in A1 and pipeline count in B1. Envelopes track sent quotes.

=REPT("📨",MIN(A1,B1))&REPT("○",MAX(0,B1-A1))&" "&A1&" sent"

📨📨📨○○ 3 sent

REPT MIN MAX

CRM deal temperature picker

Put temperature 1-4 in A1. Cold, warm, hot, or closing deal label.

=CHOOSE(A1,"🧊 Cold","🌤️ Warm","🔥 Hot","💰 Closing")

🔥 Hot

CHOOSE

Sales funnel progress

Put funnel stage 0-5 in A1. Funnel blocks fill from top to closed deal.

=REPT("▼",MIN(A1,5))&REPT("▽",MAX(0,5-A1))&" stage "&A1

▼▼▼▽▽ stage 3

REPT MIN MAX

Revenue goal burst

Put revenue in A1 and goal in B1. Beats goal triggers a revenue celebration.

=IF(A1>=B1,"🎉 Quota hit! 💰","📊 $"&A1&" / $"&B1)

🎉 Quota hit! 💰

Lead status traffic light

Put lead status 1-3 in A1. New, engaged, or stalled pipeline flag.

=CHOOSE(A1,"🟢 New lead","🟡 Engaged","🔴 Stalled")

🟡 Engaged

CHOOSE

Closing probability bar

Put close percent in A1. Ten blocks scale to deal win likelihood.

=REPT("█",MIN(10,MAX(0,ROUND(A1/10,0))))&REPT("░",MAX(0,10-MIN(10,MAX(0,ROUND(A1/10,0)))))&" "&A1&"% close"

███████░░░ 72% close

REPT ROUND MIN MAX

Outreach email counter

Put emails sent in A1 and daily target in B1. Envelope blocks track outreach volume.

=REPT("✉️",MIN(A1,B1))&REPT("○",MAX(0,B1-A1))&" "&A1&" sent"

✉️✉️✉️✉️✉️○○○ 5 sent

REPT MIN MAX

Demo scheduled status

Put 1 if demo booked or 0 if not. Quick demo pipeline flag.

=IF(A1=1,"✅ Demo booked","📅 No demo yet")

✅ Demo booked

Annual sales milestone counter

Put annual revenue in A1. Star bursts mark each $10K milestone crossed.

=REPT("🌟",MIN(10,MAX(0,ROUND(A1/10000,0))))&" $"&TEXT(A1,"#,##0")&" YTD"

🌟🌟🌟🌟🌟 $52,000 YTD

REPT MIN MAX ROUND TEXT

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