Sales CRM Pipeline Template — Are We Going to Hit the Number, Answered With a Real Weighted-Forecast Formula

Most CRM templates are glorified contact lists. They store names, emails, and deal amounts in tidy columns, but they cannot answer the one question every sales leader actually cares about: are we going to hit the number this quarter?

The OpenSource AI Pro Sales CRM Pipeline answers that question with a formula-driven weighted forecast that multiplies deal value by stage probability automatically. A Pipeline_Value rollup shows your forecast in real time. A Stale_Deal flag identifies opportunities that have gone quiet. Event-triggered alerts notify reps when deals go stale and managers when high-value deals change stage. Self-hosted on Baserow, zero per-seat pricing, unlimited sales reps.

Key Features

• Weighted Pipeline Forecast — Each pipeline stage has an assigned probability (e.g., Discovery = 20%, Proposal = 60%, Negotiation = 80%). The Weighted_Value formula multiplies deal amount by stage probability. The Pipeline_Value rollup sums weighted values across all open deals, giving you a real forecast number, not just a total of everything in the pipe.

• Stale_Deal Flag — A formula tracks the number of days since the last activity on each deal. If the gap exceeds a configurable threshold (default: 14 days), the deal is flagged as stale. Stale deals are pipeline rot — this flag surfaces them before they silently die.

• Event-Triggered Stage Change Alerts — When a deal moves to a new stage, an automation emails the deal owner with the stage change details. When a deal enters "Negotiation" or above, the sales manager also gets notified. Stamp-based delivery ensures one alert per stage change.

• Activity Tracking — Log calls, emails, meetings, and notes against each deal. The Last_Activity_Date field updates automatically from the most recent activity record, feeding the stale deal formula.

• Rep Performance Rollups — Each rep record rolls up total pipeline value, weighted forecast, number of open deals, and win rate. Managers see team performance without running reports.

• Stage-Based Views — Kanban and grid views organized by pipeline stage let reps manage their deals visually while managers track the overall funnel.

How It Works

Formula Flags. The Weighted_Value field multiplies Deal_Amount by the stage's Probability percentage. The Stale_Deal flag compares Days_Since_Last_Activity against the threshold. The Days_In_Stage field counts how long each deal has been in its current stage. All formulas are live — they recalculate as activities are logged and deals move through the pipeline.

Event-Triggered Alerts. A Baserow automation watches the deal stage field. When the stage changes, the automation sends an email to the deal owner confirming the transition. If the new stage is "Negotiation" or higher, the sales manager is also notified. The _notified_stage_change stamp prevents duplicates. A second automation watches the Stale_Deal flag — when it flips to true, the rep receives a nudge email with the deal name, value, and days since last activity.

Scheduled Digest. A weekly automation sends the sales manager a pipeline summary: total pipeline value, weighted forecast, number of deals by stage, stale deals requiring attention, and deals expected to close this month. One email replaces the Monday morning pipeline review spreadsheet.

Who It's For

• Sales teams of 3-50 reps who need pipeline visibility without $50-150/user/month Salesforce or HubSpot licenses
• Sales managers who want a weighted forecast that updates itself, not a number someone manually typed into a slide deck
• Startup founders doing their own selling who need deal tracking with actual forecasting, not just a contact list
• Agency business development teams tracking project-based sales cycles with multiple stakeholders per deal
• Sales operations analysts who want a system they can customize without Salesforce admin certification

vs the Alternatives

| Feature | OpenSource AI Pro | Salesforce | HubSpot CRM | Airtable | |---|---|---|---|---| | Weighted pipeline forecast | Formula-driven, live | Built-in but $75+/user | Free tier limited | Manual or scripted | | Stale deal detection | Formula flag, auto-alert | Reports only | Requires workflow setup | Manual | | Event-triggered alerts | Built-in, exactly-once | Built-in but complex setup | Paid tier for automation | Paid automation tier | | Per-seat pricing | Zero — unlimited users | $25-300/user/month | $0-120/user/month | $20+/seat/month | | Self-hosted | Yes, on Baserow | No | No | No |

What's Included

Tables:

• Deals — name, company link, rep link, amount, stage, probability (formula), weighted value (formula), expected close date
• Companies — name, industry, website, total pipeline rollup, deal count rollup
• Contacts — name, email, phone, company link, role
• Activities — deal link, type (call/email/meeting/note), date, description
• Pipeline Stages — stage name, probability percentage, display order

Key Formula Fields:

• Weighted_Value — Deal_Amount * Stage_Probability
• Stale_Deal — boolean flag (Days_Since_Last_Activity > threshold)
• Days_Since_Last_Activity — integer days since most recent activity
• Days_In_Stage — integer days in current stage
• Pipeline_Value — rollup sum of weighted values per rep / total
• Win_Rate — formula (closed-won / total closed deals) per rep

Automations (2):

1. Event-triggered stage change + stale deal alerts with stamps
2. Scheduled weekly pipeline summary digest

Views:

• Pipeline Kanban (by stage)
• All Deals (grid)
• Stale Deals (filtered)
• By Rep (grouped with rollups)
• Closing This Month (filtered by expected close date)
• Won Deals (filtered, for win rate analysis)

Get Started Free

Download the Sales CRM Pipeline and import it into your Baserow instance. No per-seat fees, no CRM vendor lock-in, no feature gating. A real pipeline system on your own server.

Download Free Template

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