sales pipeline template
DESCRIPTION
Sales Pipeline TemplateTRANSCRIPT
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;
Please send any feedback and comments to [email protected]
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;