NAME OF COMPANY OR SALES PIPELINE

Q1

Deal name Contact Name Sales stage

Company A Allyson Meggs Idea

Company B Darren Gade Contacted

Company C Allan Heist Terms negotiated

Company D Jami Slowik Verbal yes

Q1 TOTAL

Q2

Deal name Contact Name Sales stage

Company A Allyson Meggs Idea

Company B Darren Gade Contacted

Company C Allan Heist Terms negotiated

Company D Jami Slowik Verbal yes

Q2 TOTAL

Q3
Deal name Contact Name Sales stage

Company A Allyson Meggs Idea

Company B Darren Gade Contacted

Company C Allan Heist Terms negotiated

Company D Jami Slowik Verbal yes

Q3 TOTAL

Q4

Deal name Contact Name Sales stage

Company A Allyson Meggs Idea

Company B Darren Gade Contacted

Company C Allan Heist Terms negotiated

Company D Jami Slowik Verbal yes

Q4 TOTAL

GRAND TOTAL
Deal size Probability Weighted Forecast

$ 140,000.00 10% $ 14,000.00

$ 100,000.00 25% $ 25,000.00

$ 30,000.00 80% $ 24,000.00

$ 65,000.00 90% $ 58,500.00

$ 335,000.00 $ 121,500.00

Deal size Probability Weighted Forecast

$ 140,000.00 10% $ 14,000.00

$ 100,000.00 25% $ 25,000.00

$ 30,000.00 80% $ 24,000.00

$ 65,000.00 90% $ 58,500.00

$ 335,000.00 $ 121,500.00
Deal size Probability Weighted Forecast

$ 140,000.00 10% $ 14,000.00

$ 100,000.00 25% $ 25,000.00

$ 30,000.00 80% $ 24,000.00

$ 65,000.00 90% $ 58,500.00

$ 335,000.00 $ 121,500.00

Deal size Probability Weighted Forecast

$ 140,000.00 10% $ 14,000.00

$ 100,000.00 25% $ 25,000.00

$ 30,000.00 80% $ 24,000.00

$ 65,000.00 90% $ 58,500.00

$ 335,000.00 $ 121,500.00

$ 1,340,000.00 $ 486,000.00
Expected
Our Contact Next Steps
Close Date

2/2/2016 Alex Get in touch

2/16/2016 Tim Follow-up

3/3/2016 Anna Discuss proposal

3/26/2016 Steve Send contract for signing

Expected
Our Contact Next Steps
Close Date

2/2/2016 Alex Get in touch

2/16/2016 Tim Follow-up

3/3/2016 Anna Discuss proposal

3/26/2016 Steve Send contract for signing

Expected
Our Contact Next Steps
Close Date

2/2/2016 Alex Get in touch

2/16/2016 Tim Follow-up

3/3/2016 Anna Discuss proposal

3/26/2016 Steve Send contract for signing

Expected
Our Contact Next Steps
Close Date

2/2/2016 Alex Get in touch

2/16/2016 Tim Follow-up

3/3/2016 Anna Discuss proposal

3/26/2016 Steve Send contract for signing

t for signing

t for signing
t for signing

t for signing
This is a sales pipeline template created by Pipedrive, creator of simple sales pipeline management softw
You can sign up for a free 30-day trial of Pipedrive at https://www.pipedrive.com

This sales pipeline template has 5 stages, you can edit the names below.
If you add sales stages, update the named range - select all cells and type "Stages" in the "name box".
You can change the close probability directly in the formula on "Sales Pipeline Template" sheet.
For example, if you want to change the probability of "Idea" stage from 10% to 5%, make the following c

Sales stages

Idea
Contacted
Proposal sent
Terms negotiated
Verbal yes
 ne management software.

in the "name box".

mplate" sheet.
%, make the following change: IF(C6="Idea";0,05;