sales pipeline template

Sales Pipeline Template - created by Pipedrive.Nees a simple sales pipeline manager? Sign up to a free trial at www.pipedrive.com

Name of Company or Sales Pipeline

Deal name Contact Name Sales stage Deal size Probability Our Contact

Q2Company A Allyson Meggs Idea USD140,000 10% USD14,000 05/23/11 Alex

Company B Darren Gade Contacted USD100,000 25% USD25,000 05/30/11 Tim

Company C Allan Heist USD30,000 80% USD24,000 05/27/11 Anna

Company D Jami Slowik Verbal yes USD65,000 90% USD58,500 06/30/11 SteveQ2 Total USD335,000 USD121,500

Deal name Contact Name Stage Deal size Probability Sales Rep

Q3Company E Allyson Meggs Idea USD200,000 10% USD20,000 05/23/11 Alex

Company F Darren Gade Contacted USD130,000 25% USD32,500 05/30/11 Tim

Company G Jami Slowik Proposal sent USD25,000 50% USD12,500 06/30/11 Steve

Q3 Total USD355,000 USD65,000

TOTAL USD690,000 USD186,500

Weighted Forecast

Expected Close Date

Terms negotiated

Weighted Forecast

Expected Close Date

Sales Pipeline Template - created by Pipedrive.Nees a simple sales pipeline manager? Sign up to a free trial at www.pipedrive.com

Sales Pipeline Template - created by Pipedrive.Nees a simple sales pipeline manager? Sign up to a free trial at www.pipedrive.com

Name of Company or Sales Pipeline

Next Steps

Get in touch

Follow-up

Discuss proposal

Send contract for signing

Next Steps

Get in touch

Follow-up

Send contract for signing

Sales Pipeline Template - created by Pipedrive.Nees a simple sales pipeline manager? Sign up to a free trial at www.pipedrive.com

This is a sales pipeline template created by Pipedrive, creator of simple sales pipeline management software.

This sales pipeline template has 5 stages, you can edit the names below.If you add sales stages, update the named range - select all cells and type "Stages" in the "name box". You can change the close probability directly in the formula on "Sales Pipeline Template" sheet. For example, if you want to change the probability of "Idea" stage from 10% to 5%, make the following change: IF(C6="Idea";0,05;

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Sales stages

IdeaContacted

Proposal sentTerms negotiatedVerbal yes

You can sign up for a free 30-day trial of Pipedrive at http://www.pipedrive.com

This is a sales pipeline template created by Pipedrive, creator of simple sales pipeline management software.

If you add sales stages, update the named range - select all cells and type "Stages" in the "name box". You can change the close probability directly in the formula on "Sales Pipeline Template" sheet. For example, if you want to change the probability of "Idea" stage from 10% to 5%, make the following change: IF(C6="Idea";0,05;