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  • Small Business Sales Lead Tracker

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    Aaléé Aairé
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    This document contains a detailed leads tracker and forecasted sales for 3 company leads from January to December. It tracks the lead name, source, region, potential opportunity, chance of sale, and weighted forecast for each lead. The total potential opportunity is $600,000. The forecast shows the highest revenue of $270,000 in January from the Adatum Corporation lead. A line graph depicts the monthly weighted forecast and cumulative total forecast over the 12-month period.

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    Small Business Sales Lead Tracker

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    This document contains a detailed leads tracker and forecasted sales for 3 company leads from January to December. It tracks the lead name, source, region, potential opportunity, chance of sale, and weighted forecast for each lead. The total potential opportunity is $600,000. The forecast shows the highest revenue of $270,000 in January from the Adatum Corporation lead. A line graph depicts the monthly weighted forecast and cumulative total forecast over the 12-month period.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    3 views3 pages

    Small Business Sales Lead Tracker

    Uploaded by

    Aaléé Aairé
    This document contains a detailed leads tracker and forecasted sales for 3 company leads from January to December. It tracks the lead name, source, region, potential opportunity, chance of sale, and weighted forecast for each lead. The total potential opportunity is $600,000. The forecast shows the highest revenue of $270,000 in January from the Adatum Corporation lead. A line graph depicts the monthly weighted forecast and cumulative total forecast over the 12-month period.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    Detailed Leads Tracker

    10/16/2021

    Company Name CONFIDENTIAL


    Lead Lead Lead Chance Forecast Weighted
    Lead Name Lead Contact Potential Opportunity
    Source Region Type of Sale Close Forecast
    Adatum Corporation Website North Strategic $300,000.00 90% January $270,000.00
    Networking
    Adventure Works South Strategic $200,000.00 10% February $20,000.00
    event
    Networking
    Alpine Ski House North Tactical $100,000.00 20% March $20,000.00
    event
    Total $600,000.00 $310,000.00

    Page 1 of 3
    Forecasted Sales
    10/16/2021

    Company Name CONFIDENTIAL


    January February March April May June July August September October November December
    Lead name
    Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast
    Adatum Corporation $270,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

    Adventure Works $0 $20,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

    Alpine Ski House $0 $0 $20,000 $0 $0 $0 $0 $0 $0 $0 $0 $0

    Total $270,000 $20,000 $20,000 $0 $0 $0 $0 $0 $0 $0 $0 $0

    Cumulative Total $270,000 $290,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000

    Page 2 of 3
    Monthly Weighted Forecast

    $350,000
    Forecast Revenue

    $300,000

    $250,000

    $200,000

    Monthly
    $150,000 Cumulative

    $100,000

    $50,000

    $0
    1 2 3 4 5 6 7 8 9 10 11 12

    Month

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