Sales Pipeline Manager Excel Template - Step by Step Demo

Step by Step demo of Sales Pipeline Management in Excel. CRM Sales software that provides visibility to your sales funnel and enables you to take smart decisions to improve conversion and increase sales.

Overview of Steps
1. Enter sales stages in your Sales process. Rename if necessary.
2. Entering a new deal in Deals table
Change Currency for Deal Value (amount) field if needed.
Enter basic deals data (Company Name, Contact Name, Deal Value, Created Date)
Hide the columns for extra stages.
Enter deal attributes and contact attributes
Enter Win % as the chance of winning the deal.
3. Updating a deal as you make progress
Update Stage dates if the deal has moved forward to the next stage.
Update Win % and expected Close Date if it has changed over time.
4. Closing a deal
Enter Status (Won or Lost) if the deal is closed.
Enter Close Date
If deal is lost, enter Lost reason
5. Monitoring performance regularly to gain insights
View Dashboard to see performance and insights of closed deals. Take actions.
View active deals to know the active pipeline and projected 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

[victorkalbskopf]

Incredible stuff. How long did it take you to create this

[deanlatourrette]

Cool template - do you know if all the functionality will work in Excel as a collaborative doc operating within Sharepoint?

[karthikm]

How did you create sales dashboard for these data. Help me with steps.