Sales Pipeline Manager Excel Template - Tour of Features

A simple and effective solution to Sales Pipeline Management. CRM Sales software that provides visibility to your sales funnel and enables you to take smart decisions to improve conversion and increase sales.

The following are the key benefits of this Excel template.
Understand effectiveness and efficiency of your sales funnel or pipeline.
Determine any weak areas in your sales funnel. Take actions to improve conversion rate.
Identify any bottlenecks in the sales process. Take actions to shorten the sales cycle.
Know exactly how rich the current active pipeline is. View forecasted future sales.
Actionable insights on what type of deals are successful. Prioritize on those deals.
Track all activities related to customer relationship management in one file.

Features of Sales Pipeline Manager Excel Template
• Automated & Interactive Dashboard with Sales Funnel KPIs
• Actionable Insights on what type of deals are working
• View Active Pipeline with projected sales by month and expected deal value
• Simplified data management by tracking all your sales deals in one sheet
• Easy to customize. Customize (up to 12) Sales funnel stages. Customize attributes & Dashboard
• Data Validations in place to ensure good quality data
• Track all sales activities related to customer and prospect communications
• All In One File - 2000 deal limit (default) can be extended easily if needed

[rafaelmorales]

I was wondering how to implement a sales pipeline system, I found yours and I was amazed when I saw your video. Congratulations, ease of use is the keyword.

[jennifercumpian]

Are you available through UpWork or any similar platforms for making custom adjustments to this tool?

[olafyp]

I've used your old free version and I love it. But this is very cool. I've just bought it for managing my sales team. But I have a question, my business sales is not like project type that one customer company only buy once, after the deal won, they may buy it every month, and the value of sales each month can be varies. Using your template, how can I adjust it? Do I have to make "new deal" every month for the same customer? If so, it may affect the dashboard sales pipeline, am I right?

[budakgetah]

Do you have any with Kanban board incorporated into the sales pipeline file?

[kobichu]

What about week over week changes like slipped deals? Is this template able to track those as well?

[balaboopathy]

It’s good. How to I buy this. However I would need sales rep field and data to be entered separately by each rep. Is it possible to customise

[ankurmarwah]

very good sheet sir.... yesterday i purchased d google sheet version and very much satisfied. I would like to add one more slicer in active sheet... can u help? Running cases Sourcewise ? please guide

[dickynugraha]

Hi, this is great template to manage sales pipeline. My question is how compile the data from many sales become one file? Thx

[grandepharmacie]

Dear sir!
Iam your biggest fan and thanks for teaching me I have a problem that is please make a dashboard for daily cash closing and also report part for checking between two dates thanks

[imranelahi]

i could not download it the website showing coming soon...

[raphaelokoye]

Initially thought it was free turns out I will have to pay 50USD. Anyhow, I like it and will make a purchase.