'Sales pipeline management' Excel template with dashboard, stages, forecast, tools, and analysis

Table of Contents:
00:00 - Introduction to the spreadsheet
00:42 - Customize your sales process
02:08 - Manage your funnel
03:02 - Visualize your pipeline
04:00 - Monitor your team

How do you create and manage a sales pipeline? Sales pipelines are valuable for sales reps to manage their leads throughout the entire sales process, from qualification to close.

We’ve created a Sales Pipeline Spreadsheet that lets you customize your process, manage your lead funnel, visualize your pipeline with a kanban visualization, and monitor your team with a dashboard.

You can download and customize this spreadsheet to manage your sales pipeline and follow all of your sales from qualification to close.

First, the user will go the Fields tab to input their sales pipeline preferences.

Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally.

Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display, and the input fields.

The pipeline display indicates what lead information to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.

To learn more about this spreadsheet, watch the video in full!

[YvesAustin]

Very nice - and no vba! I was curious how the dynamic Kanban bins were created; great example of a well mapped spreadsheet. Thank you.

[OristaPrimadewa]

Hi There, I've subscribed and tried to Make a copy of the full version for Google Spreadsheet. But it says that the file is deleted. Can u help me with this? I've paid...

[moy]

Your download for Google sheet and Excel are obtain with date fields in the Sales pipeline not working, and dates in the pipeline section of that same sheet are sometimes 22/01/2022 and other times 10/01/22

Bummer, if you fix it, I'd like to give Exec another shot. :)

[jacquesoosthuizen]

Awesome spreadsheet. Curious if you can generate reports based on per customer. Basically a sales report for a specific customer based on either open, closed etc opportunities?

[victorsa]

Great Video, is there anyway to forecast results based on current results?

[bencote]

Be nice if your template did not require an account setup. Free means free, no strings attached.

[creativemarketing]

great spread sheet. How or where would be ideal to place a "Location" section for the leads?

[maitrizenergie]

Love this solution. Is there any possibilities to download existing .xls data to appear on the spreadsheet instead of populating them line by line ? Thank you.

[crystallef]

I can’t get it to download. Can someone help please

[caciocavalloster]

Amazing! Can we get a new link to download the spreadsheet? The one in the description doesn't seem to work.

[lotuscapitallimited]

This is absolutely good. I just downloaded it now, but I am not able to access the dashboard sheet. How do I resolve this, please?

[caioramos]

Hello! I'd like to add some filters, is there a video in which you teach that?

[jfcorrea]

This is sooo helpful! Is there a way to get free access to the sales dashboard? Already unhided the analysis tab but still it's useless without dashboard data/ sales dashboard...someone knows how can I get this for free?

[timz]

How did Noah make 56k in sales from 0 sales

[hometechnology]

How to create account in youX to download this template?

[ga]

i cant download it can someone share it with me ?

[mouniraju]

I just downloaded it, How can I add more fields under PIPELINE DISPLAY