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Sales Pipeline Tracker

1. The sales pipeline tracker document outlines steps for tracking sales deals from lead generation through closing, including entering deal data, updating stages and values, and monitoring performance. 2. Key steps include entering deals with basic data, current stage, and win percentage; updating stages and values as deals progress; and closing deals by adding status and close date. 3. The tracker also allows monitoring the active pipeline, conversion rates, and time to close to gain insights for improving deal closing.

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vijay saini
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86 views7 pages

Sales Pipeline Tracker

1. The sales pipeline tracker document outlines steps for tracking sales deals from lead generation through closing, including entering deal data, updating stages and values, and monitoring performance. 2. Key steps include entering deals with basic data, current stage, and win percentage; updating stages and values as deals progress; and closing deals by adding status and close date. 3. The tracker also allows monitoring the active pipeline, conversion rates, and time to close to gain insights for improving deal closing.

Uploaded by

vijay saini
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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SALES PIPELINE TRACKER

SALES PIPELINE TRACKER

Overview of Steps (Deals Sheet)


1. Review 4 sales stages. Rename if necessary.
2. Entering a new deal
1. Enter basic deals data in the Deals table.
2. Enter current stage in which the deal is.
3. Enter win % as the chance of winning the deal.
3. Updating a deal as you make progress
1. Update Stage if the deal has moved forward to the next stage.
2. Update Win % if it has changed over time.
3. Enter Next Activity Date and Notes
4. Closing a deal
1. Enter Status (Won or Lost) if the deal is closed and you have either won or lost the deal.
2. Enter Close Date
5. Monitoring performance regularly to gain insights
1. View active pipeline to know if you are on target to meet your goal
2. View deal conversion rate and average time to win a deal
3. Identify stages where deals are lost and work on improving
SALES PIPELINE TRACKER

PIPELINE Lead Opportunity Demo


# of Deals 0 0 0
Open Deals

$0 Total Value $0 $0 $0
Total Value

$0 Expected Value $0 $0 $0
Expected Value

Enter from row 12 required required


COMPANY CONTACT DEAL VALUE CREATED DATE STAGE
2
0 $0 0 $0

WHERE ARE
Quote Conversion DEALS LOST?

0
Lead
Opportunity

$0 Time to deals won Demo


Quote

$0
days

WIN % STATUS CLOSE DATE EMAIL PHONE


FILTER DEALS TABLE
This shape This shape
represents a table represents a table
slicer. Table slicer. Table slicers
slicers are not are not supported in
supported in this this version of
version of Excel. Excel. If the shape
If the shape was was modified in an
modified in an earlier version of
earlier version of Excel, or if the
Excel, or if the workbook was
workbook was saved in Excel 2007
saved in Excel or earlier, the slicer
NEXT ACTIVITY DATE
2007 or earlier, NOTES
can't be used.
the slicer can't be
used.

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