Screenshot of board view in Jira Work Management

Sales pipeline template

Track potential customers from new lead to closed deal.

Use template

BEST FOR

Sales

KEY FEATURES

Task planning
Prioritization
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?

Board

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.

How to get started with the sales pipeline template

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

Visualize work thumbnail - Project Timeline

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.

Pipeline stage tracking
Track potential customers through each of the sales pipeline stages, from negotiation to closure.
Visualization tools
View your sales pipeline as a list, board, calendar, or timeline. Quickly find what matters most to you.
Customized pipeline management
Modify your workflow to suit your sales team’s needs. Add teammates for easy collaboration.