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Sales pipeline template

Track potential customers from new lead to closed deal.

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key features

Task planning


Pipeline management

What is a sales pipeline template?

The sales pipeline template helps track sales deals from opportunity through to conversion.

What does the sales pipeline template include?


The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

Backlog screenshot


The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view


Easily collect information and capture work requests from other teams or stakeholders in your organization. Create different types of forms to receive different types of work from your stakeholders.

Calendar screenshot


No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.

Workflow screenshot


Get a high-level overview of your project's progress, priorities, activities, workload and more in the Summary view. Access a range of pre-configured reports that show statistics for people, projects, tasks, and more.

Timeline view
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Pipeline stage tracking

Track potential customers through each of the sales pipeline stages, from negotiation to closure. 

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Visualization tools

View your sales pipeline as a list, board, calendar, or timeline. Quickly find what matters most to you.

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Customized pipeline management

Modify your workflow to suit your sales team’s needs. Add teammates for easy collaboration.

How to get started with the sales pipeline template

This template uses Jira to help your team manage sales pipeline tracking.

1. Add leads to your sales team’s list

Add potential leads to your list. Then, add any important details and attachments about the lead.

2. Assign team members

Link different team members to different roles, so everyone knows what they’re responsible for.

3. Keep track of milestones

Update details as leads move through the sales pipeline. You can also view all of your team’s work together to track overall progress.

4. Prioritize and organize

Quickly sort the list by status to help your team stay on top of next steps.

5. Automate work

Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

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