Make it your own
Replace the sample row with a real opportunity. Use stages consistently: new conversation, qualified need, proposal and decision. Give each active opportunity a next action and review the list weekly.
Open your template
Download the CSV below and open it in your preferred spreadsheet app. Save a working copy, replace any sample information and adapt the columns to the work you actually do.
Keep one current version
Choose a single place for the working document. Review it with the people responsible and remove columns that do not help you make decisions.