<Company Name>

Streamlined Pipeline Management

Company Confidential

Instructions: Enter data into the white and green cells only.
Account Pipeline Forecast Potential Chance Weighted Q1 Weighted Q2 Weighted Q3 Weighted Q4 Weighted
Name Stage Close Opportunity of Sale Forecast Forecast Forecast Forecast Forecast
A. Datum Corporation Lead Q1 $ 300,000 25% $ 75,000 $ 75,000 $ - $ - $ -
Adventure Works Lead Q1 $ 200,000 25% $ 50,000 $ 50,000 $ - $ - $ -
Alpine Ski House Opportunity Q1 $ 100,000 50% $ 50,000 $ 50,000 $ - $ - $ -
Baldwin Museum of Science Opportunity Q2 $ 500,000 50% $ 250,000 $ - $ 250,000 $ - $ -
Blue Yonder Airlines Solution Proposed Q2 $ 400,000 75% $ 300,000 $ - $ 300,000 $ - $ -
City Power & Light Solution Proposed Q2 $ 300,000 75% $ 225,000 $ - $ 225,000 $ - $ -
Coho Vineyard Formal Approval Q3 $ 200,000 100% $ 200,000 $ - $ - $ 200,000 $ -
Coho Winery Formal Approval Q3 $ 100,000 100% $ 100,000 $ - $ - $ 100,000 $ -
Coho Vineyard & Winery Lead Q3 $ 500,000 25% $ 125,000 $ - $ - $ 125,000 $ -
Contoso, Ltd. Opportunity Q4 $ 300,000 50% $ 150,000 $ - $ - $ - $ 150,000
Contoso Pharmaceuticals Solution Proposed Q4 $ 400,000 75% $ 300,000 $ - $ - $ - $ 300,000
Consolidated Messenger Formal Approval Q4 $ 200,000 100% $ 200,000 $ - $ - $ - $ 200,000
Fabrikam, Inc. Lead Q1 $ 100,000 25% $ 25,000 $ 25,000 $ - $ - $ -
Fourth Coffee Formal Approval Q1 $ 200,000 100% $ 200,000 $ 200,000 $ - $ - $ -
Graphic Design Institute Formal Approval Q2 $ 300,000 100% $ 300,000 $ - $ 300,000 $ - $ -
Humongous Insurance Opportunity Q2 $ 300,000 50% $ 150,000 $ - $ 150,000 $ - $ -
Litware, Inc. Lead Q4 $ 400,000 25% $ 100,000 $ - $ - $ - $ 100,000
Lucerne Publishing Lead Q4 $ 200,000 25% $ 50,000 $ - $ - $ - $ 50,000
Margie's Travel Formal Approval Q4 $ 500,000 100% $ 500,000 $ - $ - $ - $ 500,000
Northwind Traders Solution Proposed Q2 $ 300,000 75% $ 225,000 $ - $ 225,000 $ - $ -
Proseware, Inc. Solution Proposed Q2 $ 200,000 75% $ 150,000 $ - $ 150,000 $ - $ -
School of Fine Art Solution Proposed Q3 $ 200,000 75% $ 150,000 $ - $ - $ 150,000 $ -
TOTAL $ 6,200,000 $ 3,875,000 $ 400,000 $ 1,600,000 $ 575,000 $ 1,300,000
$ 400,000 $ 2,000,000 $ 2,575,000 $ 3,875,000
 Pipeline Tracking

$4,500,000

$4,000,000

$3,500,000
Pipeline

$3,000,000

$2,500,000

$2,000,000

$1,500,000

$1,000,000

$500,000

$-

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Quarter