Project Pipeline Tracker – Free Excel Template

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Active Pipeline Report

PURPOSE

This Excel template allows tracking projects and calculating effectiveness in completing them. This is applicable for scenarios where all the projects go through the same set of pre-defined stages in sequence. In a simple example, each building project may have three stages: Plan – Design – Build. Once planning is completed, designing begins and after designing is completed, build begins. We will be tracking the completion of each stage of each project.

It is very simple to use. It can provide visibility to how long it takes for our projects to complete. It can also help identify where the bottlenecks are in our project cycle. We can also view the trends in terms of time each stages takes.

Project Pipeline - Active Pipeline Summary View
Project Pipeline – Active Pipeline Summary View

 

FREE DOWNLOAD

Project_Pipeline_Tracker_Excel_Template_v1_1

 

REQUIREMENTS: Microsoft Excel for Windows (2010 or above); Microsoft Excel for Mac (2011 or above);

 

VIDEO DEMO

 

HOW TO USE

The template has only 3 visible sheets. In the Data sheet, we enter our input data and the Active Pipeline sheet and Report sheet have output that is automatically calculated. The Data sheet also has a summary of metrics.

 

Step 1: Enter stages

By default the template has 6 stages (including the final closing stage).

Project Pipeline Tracker Excel Template - Enter list of stages
Project Pipeline Tracker Excel Template – Enter list of stages

 

We can rename those stages to meet our business needs. Also, we can remove stages if we don’t need 6. To remove 6th stage, just click on the 6th stage name and press Delete key.

 

Step 2: Enter Projects

Enter each project in a separate row in the Projects table.

List of Projects and their information
List of Projects and their information (Click on image to enlarge)

Enter Project ID and Name. Then, enter Start Date of project. The next 6 columns are dates of completing each stage of project.

These Stage DT fields should not be renamed.

 

Additional fields to track for projects
Additional fields to track for projects

 

The two columns (Type, Owner) are optional and can be used to store other information as you need. These can be renamed.

The last four columns in the table are calculated and should not be edited.

Project Pipeline Tracker - Calculated Fields
Project Pipeline Tracker – Calculated Fields

 

  • CURRENT STAGE Based on the dates entered for each project, the current stage will be displayed. If the project has completed the final stage, then it will display COMPLETED.
  • COMPLETION DATE If the project has completed the final stage, then that date will be displayed.
  • DURATION (DAYS) If the project is completed, the duration from Start Date to Completion Date. If the project is not completed, this is the duration from Start Date to Today.
  • VALIDATION The template checks for a couple of errors. If the dates entered for each stage are not sequential or if there is a date missing in between stages, ERROR will be displayed. Error projects are not included in metric calculations.

 

COMPLETED PROJECTS – SUMMARY

We can see an instant summary of the completed projects as we enter data.  Number of completed projects and how long on average a project takes.

Completed Projects - Summary View
Completed Projects – Summary View

 

We also see how long each stage takes to complete.

 

ACTIVE PIPELINE – SUMMARY

The number of projects that are currently being worked on and how many projects are currently in each stage are shown.

Project Pipeline - Active Pipeline
Project Pipeline – Active Pipeline

 

We can also see the detailed Active pipeline in the Active Pipeline sheet.

Here we can see the (up to 5) projects in each stage as well.

Active Pipeline Report
Active Pipeline Report

 

The ID, Type and Owner fields are displayed. Even if you rename the fields and use them to store other type of information, they will be displayed in this Active Pipeline sheet.  Thus, it can be modified to your business needs easily.

 

REPORT

The Report sheet presents the metrics (Projects Completed, Average Project Duration and Average Duration for each stage) for the past 12 months.

Pipeline Tracker - Monthly Report - Table
Pipeline Tracker – Monthly Report – Table

 

The information is also presented visually so that we can see how the duration vary over month for each stage.

Pipeline Tracker - Monthly Report - Chart
Pipeline Tracker – Monthly Report – Chart

 

EDITING

  • The Active Pipeline and Report sheets are locked with password (indzara) to prevent accidental editing of formulas. You can unprotect them and make edits if needed. Unprotecting sheets
  • Data sheet is not locked. You can edit the shapes and charts as needed as well.

 

This is the first version of this template. There are many different directions that we can take this template further. As always, I look forward to feedback and suggestions to make this more useful to a lot of people. I will do my best to implement additional features and enhance the template.

 

RELATED TEMPLATES

For more project management templates, please visit Project Management Excel Templates

43 thoughts on “Project Pipeline Tracker – Free Excel Template

  1. Hello, would you assist me on adding a new stage or phase we have 7 phases now under Ideation and Initiation Phase? Thanks a lot.

    1. Hello

      You can unhide the H sheet and add stages. However, please ensure that the added stage reflects on all the sheets.

      Best wishes

  2. Tried to edit the Internal / External Type column with my own list, but it does not work..

    1. Thanks for emailing us. We have responded to your email addressing your questions.
      Best wishes.

  3. Dear Mr. Indzara ,

    I’m a small start up developer and you’ve helped me a lot with this template. I very much appreciate and thank you for the work you’ve done. I just need help with adding more boxes on the ACTIVE PIPELINE Sheet so that I can better track the projects. Please do advice.

    Thank you once again!

    Best Regards,
    Michael

    1. Hello

      Please note that there is a hidden sheet H where calculations are done which drive the Active Pipeline sheet. We have to first add more rows in the hidden sheet with calculations and then extend the formulas in the Active Pipeline sheet.

      Best wishes

  4. Hello,
    I would like to reset the data for reach month rather than it accumulate over the year. For example: I don’t want the number of completed projects in April to be present when looking at the May project pipeline. However, I do want to keep all the monthly data in the reports. Is there a way to do this?

    Thank you.

    1. We would have to adjust the formulas. Please feel free to edit the formulas to calculate only for the current month.
      Best wishes.

  5. Hi there,

    Do you happen to have a veriosn of this to use in Google Sheets? Thanks!

    1. Hello,

      Our templates are designed to perform best under single user environment. Many features will not work in Google Sheets.

      Best wishes.

  6. Hi I really like this tracker. Can I add columns?

    Thanks

    1. Hello
      Thank you for using the template.
      Please advise if you wish to add a stage or a column for calculation.
      Best wishes

      1. Thank you for sharing this template, would like to add stages. Kindly advice.

        1. Hello
          To add a stage, the hidden sheet needs to be edited and stages added. The formula should be edited as well.
          Best wishes

  7. I’m a civil engineer, and it was very very useful for me. thanks you for the support and for this great work.

    1. Glad to hear that it is useful. Thanks for feedback.
      Best wishes.

  8. I’m trying to download the project pipeline tracker via my iPad but doesn’t seem to be working.

    1. Thanks for interest. I am sorry that I have not tested with iPad.
      Best wishes.

  9. I am unable to understand how you get a 6th or more project to show up in each stage, specifically the Initial Stage or my Stage 1. Also, having some issues with it calculating past the Stage 1. It will calculate if you go to Stage 6 but if you stop before it does not calculate.
    Thank you,

    1. If you are referring to the Active Pipeline sheet, please note that there is a hidden sheet H where calculations are done which drive the Active Pipeline sheet. We have to first add more rows in the hidden sheet with calculations and then extend the formulas in the Active Pipeline sheet.
      If there are further questions, please email file to support@indzara.com
      Thanks & Best wishes.

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