Sales Funnel/Pipeline Template Flow Excel Calculator

You have developed and got approval for your sales revenue monthly annual budget.
Ready to get started, great!!
But do you know how many opportunities/leads you need at each stage of the pipeline to meet your sales revenue budget?
Have you sufficient leads to meet your revenue budget in 3 months or 6 months time?
If your sales cycle is longer than 6 months it is already too late to do anything about it!! As fresh leads now won’t be processed through the sales pipeline in time to be turned into revenue by month 6!.
How many sales proposals/quotations do you need to submit this month, next month, etc.? 
How many qualified leads do you need now to be able to generate the required number of  sales proposals/quotations in, say, three month time?
These are all questions that the Excel-based Sales Pipeline or Sales Funnel Calculator template helps you to answer, allowing you to identify potential problems, that will impact future revenue streams, in time to take corrective action.
Sales Funnel/Sales Pipeline Template calculator identifies the number of opportunities/leads you need at each stage of the pipeline to meet your sales revenue budget. 
This Sales Funnel Calculator template is one of three companion templates.

1. This template (Sales Pipeline Calculator) identifies the level of new business leads/opportunities required to achieve the sales revenue budget.  
2. The Sales Leads Generation Plan and Budget template develops a plan and budget to generate the necessary leads by different marketing sources or categories, i.e. Tradeshow, telemarketing, etc. 
3. The Sales Pipeline / Sales Funnel Management template provides a comprehensive pipeline management and win-loss system for all new and current opportunities as they progress through the sales funnel/sales pipeline.

This template (Funnel Calculator) gives you full visibility and metrics on what your pipeline should look like by calculating the value and number of New Business Opportunities and Leads required at each Stage of the Pipeline, each month, to achieve the Revenue budget target.
It only uses standard Excel features and can be fully customized to suit the particular profile of your business and sales cycle and process.
The number and/or value of new Leads that should be put into the Pipeline/Funnel each month to achieve future months' Revenue Plan is also calculated.

Key Features of our Sales Funnel/Pipeline Flow Excel Template

Key features of the system allows you to:

• Take contracted recurring revenue, e.g. maintenance contracts, in account to calculate the New Business revenue portion of the Total Revenue Plan.
• Use the duration of the sales cycle to translate the Revenue Plan (outflow from the sales pipeline/funnel) into the required Sales Leads Intake value (inflow into the sales pipeline/funnel).
• Customize your own Sales Pipeline/Funnel with up to ten individual stages or milestones.
• Specify the timeline between each Stage in the Sales Pipeline/Funnel.
• Specify the percentage leakage or drop-out rate for each Sales Pipeline/Funnel Stage, as prospects move through the Sales Pipeline/Funnel from Unqualified Leads to Clean Firm Orders.
• Calculate the Value and Number of Business Opportunities required at each Stage of the Sales Pipeline/Funnel for each month, allowing you to identify potential problems, that will impact future revenue streams, in time to take corrective action.
• Calculate the number of New Leads that should be put into the Sales Pipeline/Funnel each month to achieve future months' Revenue Plan.
• Use a planning cycle of up to 24 months to take account of longer sales cycles.

The shape of the Sales Funnel resulting from the planned pipeline stages and estimated leakage at each stage is also show graphically. This facilitates a review of the existing sales process and where leakage is occurring as a first step in identifying where changes can have the greatest impact on improving sales productivity. If a picture is worth a 1,000 words one can quickly see from the shape of the funnel where the most leakage is occurring.   What if analysis allows one to quickly graphically see the impact of a particular scenario, like “if we increased the number of new leads each month by 20%” or “if we improve the ratio of written proposals being shortlisted by 10%”

Other Similar Products

This Sales Funnel Calculator template is one of three companion templates.

1. This template (Sales Pipeline Calculator) identifies the level of new business leads/opportunities required to achieve the sales revenue budget.  
2. The Sales Leads Generation Plan and Budget template develops a plan and budget to generate the necessary leads by different marketing sources or categories, i.e. Tradeshow, telemarketing, etc. 
3. The Sales Pipeline / Sales Funnel Management template provides a comprehensive pipeline management and win-loss system for all new and current opportunities as they progress through the sales funnel/sales pipeline.

Templates are available individually or all three are available as a Sales Pipeline Templates Excel Package at 33% discount

Need Something Different

If the features of the Excel Sales Funnel Calculator template are not exactly what you need please contact us and we will see if we can meet your needs.

No Quibble Money Back Guarantee

If you are not sure that our template is right for you, before purchasing, check out the Sales Funnel Calculator template User Guide for full details of the comprehensive list of features and the ease-of-use that allows you to get started right away!
Still not sure, all our products come with a NO QUIBBLE 14-DAY MONEY BACK GUARANTEE

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