Steal Karrie's Pipeline Audit Template
The same pipeline health metrics Karrie AI tracks automatically in AutomateNexus CRM — now as a free Google Sheets template. Copy it, fill it in, and know exactly where your pipeline is leaking in 15 minutes. Once you know your gaps, see how automated lead qualification and CRM automation close them.
What You Get
5 tabs. Every pipeline metric that matters.
Dashboard
- Total pipeline value by stage
- Deal count by stage
- Average deal size
- Projected close value this month
- Win rate by lead source
- Top 5 deals by value
15 Minutes to Pipeline Clarity
No setup required. No training needed. No consultant hired.
Copy the template
Click the button below. Google Sheets opens and prompts you to make a copy — it takes 10 seconds. No login to our site required.
Paste in your numbers
Import from your current CRM or enter deals manually. Clear instructions are built into the template — the dashboard auto-calculates as you type.
Read Karrie's diagnosis
The dashboard calculates your pipeline health score and surfaces your top 3 issues automatically — stall rates, velocity drops, stage bottlenecks.
Get the Advanced Version — With Industry Benchmarks
The free template is powerful. The advanced version adds industry benchmark data for 12 sectors, plus Karrie's pre-written recommendations column that tells you exactly what to fix based on your numbers.
From spreadsheet to autopilot
What If Karrie Just Did All This For You?
This template gives you a snapshot. AutomateNexus CRM with Karrie AI gives you a live dashboard — updated in real time, with AI-generated recommendations delivered every morning before you start work.
Manual Template
This Spreadsheet
Automated
Karrie AI in AutomateNexus CRM
What Sales Teams Say
“I've tried building this kind of spreadsheet from scratch three times. Karrie's template actually works out of the box. Found two stage bottlenecks I didn't know existed.”
Marcus T.
Sales Director, B2B SaaS
“The stall rate column alone saved us a deal worth $18K. We had a prospect sitting in 'Proposal Sent' for 22 days and no one noticed until this flagged it.”
Priya K.
Agency Owner, Digital Marketing
“Shared this with my entire team. The velocity chart is the single best piece of pipeline hygiene we've added this quarter. Simple and actually useful.”
Jordan M.
VP of Revenue, Professional Services
Found this useful? Share it with your team.
Want Karrie to Do This Automatically?
Founding Members get full Karrie AI forever — pipeline audits, lead scoring, daily briefs, and revenue forecasting, all automated. $597 once.
Claim Your Founding Member Spot →Only 100 founding spots. No monthly fees. Includes all future features.