Comprehensive Sales Pipeline/Funnel Management Customizable Excel Template

Take control of your sales process with our powerful Sales Pipeline Management Excel Template. Designed for sales teams and managers, this user-friendly tool provides everything you need to track, analyze, and optimize your sales funnel efficiently.

Key Features:

• Ongoing Pipeline Sales Management: Ideal for real-time review and update of the current active pipeline typically undertaken at sales meetings and other sales reviews
• Sales Funnel Analysis: Analyze the size and shape of the sales funnel based on the number and value of leads/opportunities.
• Sales Forecasting: Generate sales forecasts based on projected closing dates for both gross and net values of the pipeline.
• Customizable for Your Unique Sales Process: Tailor setup parameters to match your business needs by using your list of:
  • Sales regions
  • Lead sources
  • Pipeline stages
  • Probability of closing
  • No limits on the number of regions, executives, or leads you can manage.
• Easy Data Entry: Enter new sales opportunities quickly and easily using dropdown lists for standard fields, eliminating typing errors. No limits on the number of regions, executives, or leads you can manage.
• Customizable Reports and Charts: Generate reports and charts by sales region, sales executive, lead source, pipeline stage, product group, and market sector.
• Easy Data Entry: Enter new sales opportunities "quickly and easily" using dropdown lists for standard fields, eliminating typing errors.
• Comprehensive Analysis: Produce 10 reports and 11 charts, all presented in a dashboard format with drill-down capabilities.
• Drill down into key metrics like sales regions, lead sources, pipeline stages, and more.
• Customize: As the system uses only standard Excel features, full customization of any element of the template can be done, no macros or fancy techie tricks.  If you have Excel, you are ready to go!

Benefits:

• Enhanced Sales Management: Keep track of your sales pipeline and make informed decisions with detailed reports and charts.
• Improved Accuracy: Reduce errors with easy data entry and customizable setup parameters.
• Increased Efficiency: Save time with automated reports and charts that provide valuable insights into your sales process.

Set-up and Entering of New Opportunities.

The highly flexible setup parameters allow the user to totally customize the number and description of sales regions, sales executives, lead sources, pipeline stages and associated probability of closing, and market sectors.
Entering new sales opportunities in the sales funnel/sales pipeline is "quick and easy" by selecting the table entry from a dropdown list for standard fields created in the set-up, such as Sales Region, Sales Exec, Pipeline Stage, etc.
This approach also eliminates typing errors while inserting any of these parameters. There is no limit to the number of Sales Regions, Sales Executives, etc. that can be used.
The funnel/pipeline nett value of each opportunity is calculated using the gross value and the associated probability of closing an opportunity at the relevant stage of the funnel/pipeline.

Pipeline Management Reports and Charts

The reports generated for ongoing sales pipeline management include:

• Pipeline by Sales Region and Sales Executive within each Region
• Pipeline by Sales Executive and Sales Opportunities managed by each Sales Executive
• Pipeline by Market Sector and Sales Region within each Market Sector.
• Pipeline by Product Group and Sales Region within each Product Group.
• Pipeline by Lead Source
• Pipeline by Pipeline Stage by Sales Region and Sales Executive within each Region.

The Charts created include:

• Bar chart of Pipeline by Sales Region, by Sales Exec. by Lead Status within each Region
• Bar chart of Pipeline by Sales Region, by Sales Exec. by Pipeline Stage within each Region
• Pie chart of Pipeline by Lead Source
• Pie chart of Pipeline by Pipeline Stage.

Other Reports and Charts

Sales forecast by month: gross and Nett Pipeline value

This chart shows a monthly forecast for both Gross and nett pipeline values.
The monthly figures used are also displayed in the table below the graph.

Sales Funnel by number of leads at each stage

The chart shows the shape of the Sales Funnel as indicated by the number of leads at each stage.

Sales Funnel by value of leads at each stage

The chart shows the shape of the Sales Funnel as indicated by the Value of leads at each stage.

Additional Information

Similar Products

•  Sales Pipeline Funnel Planner & Calculator : Identify the level of new business leads/opportunities required to achieve the sales revenue budget.
•  Sales Leads Generation Budget & Plan: Develop a plan and budget to generate the necessary leads by different marketing sources or categories.

Need Something Different

 If the features of the Sales Pipeline/Sales Funnel Management tool are not exactly what you need, please contact us and we will see if we can meet your needs.

No Quibble Guarantee

Having checked out the full features via our 31-page  Sales Pipeline/Funnel Management Excel Template User Guide 
If you are still not sure, all our products come with a NO QUIBBLE MONEY BACK GUARANTEE and exceptional customer service (see what our customers say)

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