You will get a professional Excel sales pipeline tracker with automated dashboards
Project details
Your sales team tracks deals in a messy spreadsheet. No clear stages. No dashboard. The sales manager spends Friday afternoon manually building a pipeline report. Sound familiar?
I build professional sales pipeline systems directly in Excel — the tool your team already knows. No new software. No subscriptions. Just a clean system that makes your sales data useful.
What you get: a pipeline tracker with proper deal stages, contact database, activity log, and a visual dashboard showing pipeline value by stage, win rate, forecast, deal aging, and rep performance. Standard and Premium tiers include Power Query automation so dashboards refresh with one click.
With 15+ years in B2B commercial leadership at multinationals, I design your tracker around proven sales operations principles — giving you the same pipeline visibility as expensive CRM software.
Ideal for: B2B companies with 3-20 salespeople not ready for Salesforce. Sales managers who want visibility without new tools. Companies on a budget needing professional reporting today.
When you outgrow Excel, I can migrate you to Salesforce or Airtable with all data preserved.
I build professional sales pipeline systems directly in Excel — the tool your team already knows. No new software. No subscriptions. Just a clean system that makes your sales data useful.
What you get: a pipeline tracker with proper deal stages, contact database, activity log, and a visual dashboard showing pipeline value by stage, win rate, forecast, deal aging, and rep performance. Standard and Premium tiers include Power Query automation so dashboards refresh with one click.
With 15+ years in B2B commercial leadership at multinationals, I design your tracker around proven sales operations principles — giving you the same pipeline visibility as expensive CRM software.
Ideal for: B2B companies with 3-20 salespeople not ready for Salesforce. Sales managers who want visibility without new tools. Companies on a budget needing professional reporting today.
When you outgrow Excel, I can migrate you to Salesforce or Airtable with all data preserved.
Project Type
Data Entry, Project Management, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$500
|
Standard
$1,000
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 0 | 0 | 0 |
Frequently asked questions
About Chinenye
Sales Operations & CRM Consultant | Salesforce | Excel Pipelines
Ikeja, Nigeria - 7:35 am local time
If your sales pipeline is messy, your CRM is underutilized, your team lacks clear processes, or you need someone to own sales operations without a full-time hire — I can help.
WHAT I DO:
• Sales Process Design & Optimization — pipeline stages, lead scoring, deal flow, forecasting frameworks
• Salesforce Administration — setup, customization, integration with other systems, data cleanup, reporting dashboards
• Sales Operations Management (Virtual) — ongoing pipeline hygiene, weekly reporting, KPI tracking, forecast preparation
• Commercial Analytics — customer segmentation, pricing analysis, revenue optimization, win/loss analysis
• Sales Capability Building — process documentation, SOPs, playbooks, training materials, onboarding guides
• CRM Integration — connecting Salesforce with ERP, billing, and operational systems
• Excel Sales Pipeline Systems — for teams not ready for CRM software, I build structured pipeline trackers, Power Query dashboards, and automated reporting directly in Excel
RECENT RESULTS:
• Designed a sales capability framework described as 'best practice' across an international port terminal operator with 50+ terminals globally
• Integrated Salesforce with other terminal operating systems, enabling real-time commercial analytics for the first time in company history
• Led commercial pipeline budget preparation and revenue forecasting across multi-terminal operations
• Built customer segmentation models that transformed how the commercial team prioritized accounts
• Implemented Lean/Kaizen methodology in commercial operations, delivering measurable cost reductions
HOW I WORK:
For consulting projects, I start with a diagnostic: understanding your current sales process, CRM setup, and team structure. I deliver a clear action plan with priorities, then execute alongside your team. For ongoing virtual sales ops support, I work 5-15 hours per week handling Salesforce admin, pipeline reporting, and process maintenance — like having a fractional Sales Operations Manager on your team.
I am particularly effective with growing B2B companies ($500K-$10M revenue) that have outgrown informal sales processes but are not ready for a full-time sales operations hire. Not ready for Salesforce? I can build you a powerful sales pipeline system directly in Excel with Power Query automation — your team keeps using the tool they already know.
Tools: Salesforce, SAP, Microsoft Dynamics, Power BI, Advanced Excel, Power Query, Python for data analysis
Let us talk about what is slowing your sales team down. I am usually available for a quick introductory call within 48 hours.
Steps for completing your project
After purchasing the project, send requirements so Chinenye can start the project.
Delivery time starts when Chinenye receives requirements from you.
Chinenye works on your project following the steps below.
Revisions may occur after the delivery date.
Quick Discovery
A 20-30 minute call or questionnaire to understand your sales process, team size, deal stages, and what you currently track. If you have an existing spreadsheet, share it and I will assess it.
Build & Customize
I build your pipeline tracker and dashboard customized to your specific sales stages, metrics, and team structure. You review a draft mid-build and request adjustments.