P. 1
Strategic Sales Pipeline Management1

Strategic Sales Pipeline Management1

4.67

|Views: 161|Likes:
Published by AbrahamRosh

More info:

Published by: AbrahamRosh on May 21, 2008
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as XLS, PDF, TXT or read online from Scribd
See more
See less

06/16/2009

pdf

text

original

<Company Name> Strategic Sales Pipeline Management

Company Confidential Instructions: Enter values into the white and yellow cells only. Opportunity Customer Sales Name Contact Region A. Datum Corporation Kim Abercrombie US - Northeast Adventure Works Angela Barbariol US - Southeast Alpine Ski House Gabriele Cannata US - North Central Baldwin Museum of Science Barbara S. Decker US - South Central Blue Yonder Airlines Susan W. Eaton US - Northwest City Power & Light Kathie Flood US - Southwest Coho Vineyard Janice Galvin Canada - East Coho Winery Adina Hagege Canada - West Coho Vineyard & Winery Shu Ito US - Northeast Contoso, Ltd. David Jaffe US - Southwest Contoso Pharmaceuticals Sandeep Kaliyath US - Northeast Consolidated Messenger Rebecca Laszlo US - Southwest Fabrikam, Inc. Diane Margheim US - Northwest Fourth Coffee Paula Nartker US - Northeast Graphic Design Institute Robert O'Hara US - Southeast Humongous Insurance Carol Philips US - Southwest Litware, Inc. Kim Ralls US - North Central Lucerne Publishing Sharon Salavaria US - Northeast Margie's Travel Andy Teal US - South Central Northwind Traders Sunil Uppal US - Southeast Proseware, Inc. H. Brian Valentine US - Southwest School of Fine Art Robert Walters US - Northwest TOTAL

Lead Source Web Inquiry E-Mail Partner Customer Reference Web Event Trade Show E-Mail Partner Customer Reference Trade Show E-Mail Customer Reference Trade Show E-Mail Web Inquiry Web Event Web Inquiry Partner E-Mail Trade Show Customer Reference Web Inquiry

Product Line Product Line A Product Line B Product Line C Product Line E Product Line D Product Line A Product Line E Product Line A Product Line B Product Line D Product Line A Product Line D Product Line A Product Line C Product Line A Product Line E Product Line A Product Line C Product Line B Product Line B Product Line E Product Line D

Forecast Amount $150,000 $145,200 $162,500 $147,500 $148,000 $175,000 $149,000 $142,000 $189,900 $172,500 $163,500 $155,500 $166,000 $180,000 $140,000 $155,000 $173,200 $146,500 $156,750 $162,000 $157,000 $173,000 $3,510,050

Forecast Close Contact January Lead February Qualified Lead March Opportunity April Executive Sponsorship May Written Proposal June Negotiation Phase July Verbal Approval August Contract September Purchase Order October Invoice November Payment December Acceptance January Contact March Lead May Qualified Lead June Executive Sponsorship October Written Proposal December Invoice November Payment February Acceptance March Negotiation Phase April

Sales Phase

<Company Name> Strategic Sales Pipeline Management
Company Confidential Probability of Sale Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Monthly Total Cumulative January February March April May June Forecast Forecast Forecast Forecast Forecast Forecast Err:508 $$$$$$Err:508 $$$$$$Err:508 $$$$$$Err:508 $$$$$$Err:508 $$$$$$Err:508 $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$Err:508 $$$$$$$Err:508 $$$$$$$Err:508 $$$$$$Err:508 $$$$$$$$$$$$$$$$$$$Err:508 $$$$$$Err:508 $$$$$$Err:508 $$Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 July Forecast $$$$$$Err:508 $$$$$$$$$$$$$$$Err:508 Err:508 August September Forecast Forecast $$$$$$$$$$$$$$Err:508 $$Err:508 $$$$$$$$$$$$$$$$$$$$$$$$$$Err:508 Err:508 Err:508 Err:508 October November December Weighted Internal Forecast Forecast Forecast Forecast Calculation $$$Err:508 0.1 $$$Err:508 0.2 $$$Err:508 0.3 $$$Err:508 0.4 $$$Err:508 0.5 $$$Err:508 0.6 $$$Err:508 0.7 $$$Err:508 -1 $$$Err:508 -1 Err:508 $$Err:508 -1 $Err:508 $Err:508 -1 $$Err:508 Err:508 -1 $$$Err:508 -1 $$$Err:508 0.1 $$$Err:508 0.2 $$$Err:508 0.3 Err:508 $$Err:508 0.5 $$Err:508 Err:508 0.6 $Err:508 $Err:508 -1 $$$Err:508 -1 $$$Err:508 -1 $$$Err:508 0.7 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Internal Calculation -1 -1 -1 -1 -1 -1 -1 0.75 0.8 0.85 0.9 0.95 0.1 -1 -1 -1 -1 -1 0.9 0.95 0.1 -1

<Company Name> Strategic Sales Pipeline Management
Company Confidential Instructions: Adjust the column headings to match your region names. US - Northeast Err:508 $$$$$$$Err:508 $Err:508 $$Err:508 $$$Err:508 $$$$Err:508 US - Southeast US - North Central US - South Central $$$Err:508 $$$Err:508 $$$Err:508 $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$Err:508 $$$$$$Err:508 $$$$$$Err:508 Err:508 $$$$$$$$Err:508 Err:508 Err:508 US - Northwest $$$$Err:508 $$$$$$$Err:508 $$$$$$$$Err:508 Err:508 US - Southwest $$$$$Err:508 $$$Err:508 $Err:508 $$$Err:508 $$$$Err:508 $Err:508 Canada - East Canada - West $$$$$$$$$$$$Err:508 $$Err:508 $$$$$$$$$$$$$$$$$$$$$$$$$$$$Err:508 Err:508

<Company Name> Strategic Sales Pipeline Management
Company Confidential Instructions: Adjust the column headings to match your lead source names. Web Inquiry Partner Customer Reference Err:508 $$$$$$Err:508 $$$Err:508 $$$$$$$$$$Err:508 $$$Err:508 $$$$$$$$Err:508 $$$$$$Err:508 $$$$$Err:508 $$$Err:508 $$$$$$$$$Err:508 Err:508 $$Err:508 Err:508 Err:508

Web Event $$$$Err:508 $$$$$$$$$$Err:508 $$$$$$Err:508

Trade Show $$$$$Err:508 $$$Err:508 $$Err:508 $$$$$$Err:508 $$Err:508

Monthly Weighted Forecast
$1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $-

Forecast Revenue

Colu Colu Colu Colu Colu Colu Colu Colu Colu Colu Colu Colu mn mn mn mn mn mn mn mn I mn mn mn mn B C D E F G H J K L M
Month

u Colu mn M

Pipeline by Region

Pipeline by Lead Source

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->