Pipeline hygiene and stage math pack

Pipeline hygiene and stage math formulas for Excel and Google Sheets.

Stage counts, date windows, stale-opportunity flags, weighted pipeline, and CRM cleanup formulas. Describe the logic once and get a formula, a short explanation, and an example you can check before you paste it into a live sheet.

Free trial
10/10 free generations
Works in
Excel and Google Sheets
Pro
$9/month for unlimited formulas
Example output

Pipeline hygiene and stage math example

Flag deals as stale when the last activity date in L2 is more than 14 days old and the stage in D2 is not Closed Won or Closed Lost.

Formula
=AND(TODAY()-L2>14,D2<>"Closed Won",D2<>"Closed Lost")
Why it works

It checks both the date gap and the stage so closed deals do not get marked stale.

Example

If L2 is 20 days ago and D2 is Pipeline, the formula returns TRUE so the row can be filtered as stale.

Describe the spreadsheet job

Pick a pack or describe the spreadsheet logic in plain English.

Selected pack
Pipeline hygiene, stage math, and CRM cleanup

Use these examples to clean pipeline reports, missing next steps, and stage-based weighting.

Trial resets 24 hour reset

Start with a proven use case

Choose a pack if you want a concrete starting point for commissions, pipeline cleanup, or close-week reporting.

RevOps pack
Commission and attainment

Quota pacing, tiered commissions, accelerators, clawbacks, and attainment math for comp plans and payout sheets.

  • Tiered commission plans with quota gates.
  • Accelerators above quota without manual payout math.
  • Monthly payout schedules that are easy to review.
Open page
Ops cleanup pack
Pipeline hygiene and stage math

Stage counts, date windows, stale-opportunity flags, weighted pipeline, and CRM cleanup formulas.

  • Stale deal detection before forecast review.
  • Missing next-step flags after CRM exports.
  • Weighted pipeline math tied to stage probability tables.
Open page
Close week pack
Forecast and month-end reporting

Month-end reporting, cohort rollups, multi-sheet lookups, and forecast formulas for close-week reporting.

  • Month-end ARR rollups for finance review.
  • Cohort and headcount lookups across messy tabs.
  • Board-ready forecast math built from raw exports.
Open page
Pipeline Hygiene Formula Generator for RevOps Teams | FormulaGrok