Sales pipeline template
Track potential customers from new lead to closed deal.
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.
List
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.
Forms
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.
Workflows
No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.
Backlog
Optimize agile workflows and prioritize tasks with our backlog view templates. Whether managing sprint backlogs or prioritizing user stories, these templates offer a streamlined way to plan, track, and deliver work incrementally. Keep teams aligned, adapt to changing priorities, and drive value with Jira's agile-friendly backlog view templates.
- Sprint backlog: Our sprint backlog template helps agile teams manage sprints more effectively. Prioritize tasks, allocate resources, and track progress sprint-by-sprint, utilizing Jira's agile-friendly backlog view.
- Scrum backlog: Streamline agile workflows and optimize task management with our Scrum backlog template. Plan, prioritize, and deliver value incrementally with Jira's flexible backlog view.
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.
How to get started with the sales pipeline template
This template uses Jira to help your team manage sales pipeline tracking.
