OpenRights Entertainment Rights & Catalog Intelligence

Free Template

Sales Pipeline Tracker

Track every deal from lead to signed contract. Stage definitions, probability weighting, overdue deal highlighting, and a cross-reference tab for your existing avails.

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What’s Included

  • Pipeline sheet — one row per deal: buyer, title(s), territory, right, window, exclusivity, MG, royalty %, stage, probability, expected close date, next step, notes.
  • Stage Definitions — shared language for Lead / Pitched / LOI / Contracted / Delivered / Lost so every rep ranks on the same scale.
  • Paste Generic Avails Here — cross-reference tab so you can sanity-check that the rights a deal proposes are actually rights you hold.
  • Data validation on Stage, Exclusive, and Probability columns.
  • Conditional formatting — Lost deals highlight red, Contracted/Delivered highlight green.
  • AutoFilter on the header row + frozen top row for scrolling.

How to Use

  1. Add a row for every live opportunity — one deal per row (even if the same buyer is negotiating three titles, keep them as separate rows if terms differ).
  2. Update Stage as deals move. The Stage Definitions tab documents exit criteria for each stage — don’t inflate a Pitched deal to LOI without a signed LOI document.
  3. Probability % defaults to the Stage Definitions values but you can override per deal (a 75%-probability Pitched deal with a verbal commitment from the head of acquisitions is honest; a 40% Pitched deal is the starting point).
  4. Use the Paste Generic Avails Here tab to confirm the rights exist before quoting. If the pipeline says “Sky UK Pay TV 2026-06-01 through 2028-05-31” but the avails tab shows the UK Pay TV right is already sold to a competitor, you catch it before the pitch goes out.

Stage Definitions

StageTypical %Exit criteria
Lead10Qualified contact + deal size estimate
Pitched40Written feedback or counter-offer received
LOI75Long-form contract out for signature
Contracted100Assets delivered + accepted
Delivered100Move to Royalty Tracker
Lost0Post-mortem captured

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