![]() ![]() If we have a 50-50 chance of winning or losing a deal, we would enter 50%. For deals that are not closed yet, we would enter our estimate of the chances of winning a deal. ![]() The 4 stages we had defined earlier will be the values to choose from, in the drop down list. Enter Current Stage of each deal from the drop down We will then enter the current Stage of the deal. But please enter a value so that the pipeline can be evaluated. Enter sales leads data – Company name Contact name Deal value and Deal created dateĭeal Value can be estimated if it has not been determined yet. We can enter new deals by typing in the Deals table.Įach row is a separate deal and it would have Company name, Contact person name, Deal Value and Created Date. ![]() 4 Stages in the Sales Pipeline – Rename Stage names The first 4 can be renamed easily by typing directly on the stage names. Step 2: Configure the input entriesīy default, the template comes with 5 stages (Lead, Opportunity, Demo, Quote and Sale). Once copied, it can also be shared with your colleagues to collaborate as needed. You can save the copy in your own google drive for your use. The reports are populated automatically.Ĭlick on the link above and then make a copy of the sheet as shown in the screenshot below.Make a Copy and save this template in your Google Drive.Sales Pipeline Tracker in Google Sheets How to use Sales Pipeline Tracker Google Sheets Template Easy tool to filter deals by stage and status.Calculates average time (days) taken to win deals. ![]() Calculates Expected Deal Values (based on Win %).View active sales pipeline broken down by stages.Track all your sales deals in an organized way in one sheet.This template is designed for Google sheets, but if you are looking for an Excel template, please visit Sales Pipeline Tracker Sales Pipeline Tracker – Excel Template – Reporting Metrics Benefits of Sales Pipeline tracker Google Sheets You can determine where the deals are lost using this Google Sheet template. This Google Sheet Template can be effectively used to track the status of your sales pipeline. This Google Sheet Template is developed to help you in tracking your sales leads and in managing them. Sales Pipeline Tracker 2023 – Free Google Sheet TemplateĪs an owner of a small business, you will need a tool to manage the data on your sales leads. Premium Attendance Report (Google Sheet).Group Shared Expense Calculator (Excel).Google Sheets Calendar Template – Google Sheets Calendar 2023 or any year.Excel Calendar Template – Excel Calendar 2023 or any year.Fitness & Weight Loss Tracker Excel Template.RSI Relative Strength Index (Google Sheet).Exponential Moving Average Crossover (Excel).India Stock Market Tracker (Google Sheet).Resource Capacity Planner (Google Sheet).Rental Inventory Tracker (Google Sheet).Manufacturing Inventory Tracker (Google Sheet)).Manufacturing Inventory Tracker (Excel).Inventory and Sales Manager (Google Sheet).Retail Inventory Tracker (Google Sheet).Manufacturing Business Manager (Google Sheet).Small Business Finance Manager (Google Sheet).Free Employee Annual Bonus Planner (Google Sheet).Free Employee Annual Bonus Planner (Excel).Salary Structure Calculator (Google Sheet).PTO Balance for Salaried (Google Sheet).Learning & Development Dashboard (Google Sheet).Learning & Development Dashboard (Excel).Compliance Training Dashboard (Google Sheet).Free Recruitment Tracker (Google Sheet). ![]()
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