Table of Contents
- 1. The way you manage sales pipeline is broken—here’s how to fix it for good
- 2. If your sales pipeline stages don’t make sense, your forecast won’t either
- 3. Creating a Sales Pipeline Dashboard in Google Sheets
- 4. Top 7 Sales Pipeline Metrics You Can’t Ignore
- 5. How to Build a Sales Pipeline Tracker in Google Sheets (Free Template)
- 6. Sales Funnel Templates You Can Sync Live Data Into in A Few Clicks
- 7. B2B Sales Pipeline Coverage – From Prospect to Profits (Insights from RevOps Expert)
- 8. Comparing Best Free and Paid Sales Pipeline Management Tools
- 9. 3 Quick Tips to Improve Sales Pipeline Management & Tracking
- 10. Bad CRM pipeline management slows you down. Here’s how to fix it.
Why does good CRM pipeline management matter?
CRM pipeline management isn’t just about tracking sales. It’s about helping your teams follow leads, deals, and tasks from start to finish, without the need to dig through messy tools or ask for updates.
When done right, CRM pipeline management gives sales, marketing, and customer success teams the same clean, clear view of your pipeline.
And that view shouldn’t come from logging into Salesforce or HubSpot. It should show up where your team already works—like in a spreadsheet or Slack.
Imagine a daily, automatic update with charts that show your pipeline shifts at a glance. Click on a change, and you get the full story—what moved, who moved it, and why. With this kind of setup, your forecasts stop being guesswork. They become real, trackable numbers.
As an example, here’s a simple daily view of pipeline changes which gives the option to filter into any date range fast when a forecast shift looks exciting (or a little alarming). This type of simple, internal tools makes your CRM data immediately actionable.
💡 In just 51 seconds, you can see how it’s done.
Why the old way of doing CRM pipeline management doesn’t work
Most teams still manage pipelines with manual steps. They pull data by hand. They copy and paste into slides, spreadsheets, Slack. They email back and forth.
That’s where things go wrong.
Without real-time, actionable CRM pipeline management, your data is often:
- Late
- Wrong
- Stuck in silos
And when your execs want answers? They don’t know where to look in your CRM. The deal data is buried, or missing, or stale. We all know they’re not clicking through to find what they need in this opportunity record.
So what makes CRM pipeline management good?
The right setup makes your pipeline clear and easy to act on. Here’s what that looks like:
- A full view of every deal and customer interaction
- CRM tools (like Salesforce and HubSpot) connected to where teams work—Google Sheets, Excel, Slack
- Live updates, no manual refreshes
How Coefficient helps
Coefficient connects Salesforce or HubSpot directly to the tools your teams already use.
- Pull live data from Salesforce or HubSpot into a spreadsheet
- Track changes without logging into the CRM (your stakeholders will love you!)
- Spot trends, shifts, and blockers in seconds
No more data entry. No more fire drills from your boss. Just clean data, updated daily, where your stakeholders need it.
You can get started quickly with ready-to-go templates for Salesforce and HubSpot to track pipeline health, forecast accuracy, and rep performance.
Some of our users’ favorites?
It’s not just for sales
Good CRM pipeline management also helps:
Leadership teams: Plan for and allocate resources based on live data
Marketing teams: Use pipeline data to build campaigns that match where deals get stuck
Customer success teams: Catch churn risks earlier with real-time insights
Which is why Sr. RevOps Manager, Stephanie Maestri, is a huge advocate.
Take control of your CRM pipeline
Your teams need to manage, track, and act on your pipeline in Salesforce or HubSpot easily, quickly, and accurately. Coefficient makes it happen—with no extra tools or steps.
Start using Coefficient today →
Because your stakeholders can’t do that here.
