←use cases
Sales & pipeline
CRM on Supasheet
Manage your sales pipeline with deals on a drag-and-drop kanban board grouped by stage, activities on a timeline, and revenue dashboards driven by SQL views.
What you get
Modules in this template
Each module is a Postgres schema with tables, views, and permissions ready to use.
- Companies
- Contacts
- Deals
- Activities
- Pipelines
Suggested views
- Deals kanban
- Revenue by stage
- Activity timeline
- Conversion funnel
crm.deals
6 rows · 4 filters
Search deals
stage in (Discovery, Proposal, Negotiation)
amount > 10000
New deal
| name | amount | stage | owner | close_date |
|---|---|---|---|---|
| Acme Corp renewal | $48,000 | Negotiation | Lena P. | Jun 04 |
| Globex Pilot | $12,500 | Discovery | Rohan S. | May 28 |
| Initech Expansion | $96,200 | Proposal | Mei C. | Jul 12 |
| Hooli Lighthouse | $185,000 | Negotiation | Lena P. | Jun 18 |
| Pied Piper Q3 | $24,000 | Won | Asha D. | May 02 |
| Soylent SaaS | $7,400 | Discovery | Mei C. | Jul 30 |
Schema
Tables in this template
A peek at the columns Supasheet uses to generate the UI. Edit, extend, or replace - nothing is hidden.
- crm.deals·5 columns
- crm.contacts·4 columns
templates/crm.sql
create table crm.deals (
id uuid primary key default gen_random_uuid(),
name text,
amount text,
stage text,
close_date text,
owner_id text
);
create table crm.contacts (
id uuid primary key default gen_random_uuid(),
full_name text,
email text,
company_id text,
role text
);crm - dashboard widgets
May 2026 · live
Revenue (k)area
Pipeline by stagebar
Source mixpie
Activity vs priorline
crm.deals - kanban by stage
drag to update stage
Discovery2
Globex Pilot
$12,500 · 5 days
RS
Soylent SaaS
New$7,400 · 2 days
MC
Proposal3
Initech Expansion
$96,200 · 12 days
MC
Vandelay Renewal
$33,000 · 4 days
AD
Wayne Industries
Hot$220,000 · 21 days
LP
Negotiation2
Acme Corp renewal
$48,000 · 18 days
LP
Hooli Lighthouse
At risk$185,000 · 9 days
LP
Won2
Pied Piper Q3
$24,000 · 1 day
AD
Massive Dynamic
$110,000 · 3 days
RS
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