Name of Company or Sales Pipeline

Deal name Contact Sales Deal size Probability Weighted Expected Our Next Steps
Name stage Forecast Close Contact
Q2 Date
Company A Allyson Idea USD140,000 10% USD14,000 05/23/11 Alex Get in touch
Meggs
Company B Darren Contacted USD100,000 25% USD25,000 05/30/11 Tim Follow-up
Gade
Company C Allan Heist Terms USD30,000 80% USD24,000 05/27/11 Anna Discuss proposal
negotiated
Company D Jami Verbal yes USD65,000 90% USD58,500 06/30/11 Steve Send contract for signing
Q2 Total Slowik USD335,000 USD121,500

Deal name Contact Stage Deal size Probability Weighted Expected Sales Rep Next Steps
Name Forecast Close
Q3 Date
Company E Allyson Idea USD200,000 10% USD20,000 05/23/11 Alex Get in touch
Meggs
Company F Darren Contacted USD130,000 25% USD32,500 05/30/11 Tim Follow-up
Gade
Company G Jami Proposal USD25,000 50% USD12,500 06/30/11 Steve Send contract for signing
Slowik sent
Q3 Total USD355,000 USD65,000

TOTAL USD690,000 USD186,500

Sales Pipeline Template - created by Pipedrive.

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 Sales Pipeline Template - created by Pipedrive.
Nees a simple sales pipeline manager? Sign up to a free trial at www.pipedrive.com
This is a sales pipeline template created by Pipedrive, creator of simple sales pipeline management software.
You can sign up for a free 30-day trial of Pipedrive at http://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 change: IF(C6="Id

Please send any feedback and comments to my2cents@pipedrive.com

Sales stages

Idea
Contacted
Proposal sent
Terms negotiated
Verbal yes
agement software.

ame box".

the following change: IF(C6="Idea";0,05;