Open deals
Record grain: opportunity
Date basis: As of latest refresh
Rules: Open status only; abandoned, lost and won excluded
Sales · Google Sheets sample
GoHighLevel Pipeline & Follow-up report template
Review current open deals, sales progress, and follow-up exceptions in one worksheet. The chart arrangement is intended for a practical pipeline meeting rather than a decorative funnel.
Pipeline & Follow-up
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
Open deals9As of latest refresh
Open deal value$22,050.00As of latest refresh · 1 missing values · 1 other currency
Deals over stage-age limit21 open deals lack stage-entry dates
Deals with missing owner1As of latest refresh
Open deals by stage
Current stage distribution · as of latest refresh
View chart data
| Group | Value |
|---|---|
| Discovery | $4,800.00 |
| Qualified | $6,900.00 |
| Proposal | $0.00 |
| Negotiation | $10,350.00 |
Sales won vs target
ActualTarget
2026-10-01–2026-10-13 · Daily · Outcome date
View chart data
| Group | Value | Target |
|---|---|---|
| 2026-10-01 | $0.00 | $10,000.00 |
| 2026-10-02 | $0.00 | $10,000.00 |
| 2026-10-03 | $0.00 | $10,000.00 |
| 2026-10-04 | $1,700.00 | $10,000.00 |
| 2026-10-05 | $1,700.00 | $10,000.00 |
| 2026-10-06 | $1,700.00 | $10,000.00 |
| 2026-10-07 | $4,450.00 | $10,000.00 |
| 2026-10-08 | $4,450.00 | $10,000.00 |
| 2026-10-09 | $4,450.00 | $10,000.00 |
| 2026-10-10 | $4,450.00 | $10,000.00 |
| 2026-10-11 | $4,450.00 | $10,000.00 |
| 2026-10-12 | $4,450.00 | $10,000.00 |
| 2026-10-13 | $4,450.00 | $10,000.00 |
| Month | Created deals | Created value | Won | Lost | Win rate | Recorded sales won |
|---|---|---|---|---|---|---|
| 2026-10 | 10 | $23,350 | 2 | 2 | 50% | $4,450 |
| Deal | Owner | Stage | Days in stage | Next task due | Deal value | Attention reason |
|---|---|---|---|---|---|---|
| Liam Carter · Service quote | Alex Morgan | Negotiation | 28 | No linked task | $2,050 | Stage age exceeds 14 days |
| Olivia Bennett · Service quote | Alex Morgan | Discovery | 28 | 2026-10-08 | $1,000 | Stage age exceeds 14 days |
| Noah Davis · Service quote | Jamie Chen | Qualified | 11 | 2026-10-09 | $1,350 | — |
| Mia Patel · Service quote | Unassigned | Discovery | 8 | No linked task | Missing | Missing owner |
| Lucas Reed · Service quote | Jamie Chen | Negotiation | Unavailable | No linked task | $3,450 | Stage entry unavailable |
| Emma Garcia · Service quote | Sam Rivera | Discovery | 4 | No linked task | $3,800 | — |
| James Hall · Service quote | Sam Rivera | Negotiation | 10 | No linked task | $4,850 | — |
| Noah Davis · Additional service | Jamie Chen | Qualified | 8 | No linked task | $5,550 | — |
| Ava Wilson · Additional service | Sam Rivera | Proposal | 7 | No linked task | €5,900 | — |
What the metrics mean
Open deal value
Record grain: opportunity
Date basis: As of latest refresh
Rules: Sum known values in reporting currency; missing values disclosed
Deals over stage-age limit
Record grain: opportunity
Date basis: As of latest refresh
Rules: Valid latest stage-entry timestamp required; threshold configured per stage
Deals with missing owner
Record grain: opportunity
Date basis: As of latest refresh
Rules: Open opportunities without owner
Required data and boundaries
- Opportunities
- Contact tasks
Stage bars are current-state snapshots. Historical stage conversion belongs in a separate history-based report; missing values and missing owners remain inspectable.
Current stage distribution is not historical conversion. Tasks are linked only by explicit opportunity ID.
Latest-status basis: reopened deals can change historical won/lost results. Fixed historical outcomes require validated event history. Recorded sales won is deal value, not collected revenue.
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