| Sales Pipeline Template

Q1

DEAL TITLE CONTACT PERSON

Amazon LLC Jeff Bezos

Tesla Motors Elon Musk

Microsoft Bill Gates

Your Client Compay John Miller

Q1 TOTAL

Q2

DEAL TITLE CONTACT PERSON

Amazon LLC Jeff Bezos

Tesla Motors Elon Musk

Microsoft Bill Gates

 Your Client Compay John Miller

Q2 TOTAL

Q3

DEAL TITLE CONTACT PERSON

Amazon LLC Jeff Bezos

Tesla Motors Elon Musk

Microsoft Bill Gates

Your Client Compay John Miller

Q3 TOTAL

Q4

DEAL TITLE CONTACT PERSON

Amazon LLC Jeff Bezos

Tesla Motors Elon Musk

Microsoft Bill Gates

Your Client Compay John Miller

Q4 TOTAL

Grand Total

Wa
Sales
late

DEAL STAGE DEAL AMOUNT WIN PROBABILITY

New Lead $300,000 15%

Proposal Presented $130,000 65%

Qualified $54,000 35%

Closed - Won $75,000 100%

$559,000

DEAL STAGE DEAL AMOUNT WIN PROBABILITY

New Lead $300,000 15%

Proposal Presented $120,000 65%

Qualified $54,000 35%

Closed - Won $75,000 100%

$549,000

DEAL STAGE DEAL AMOUNT WIN PROBABILITY

New Lead $300,000 15%

Proposal Presented $130,000 65%

Qualified $54,000 35%

Closed - Won $75,000 100%

$559,000

DEAL STAGE DEAL AMOUNT WIN PROBABILITY

In Negotiation $40,000 80%

Proposal Presented $130,000 65%

Qualified $54,000 35%

Closed - Won $65,000 100%

$289,000

$1,956,000

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Salesmate CRM let's you effortlessly organize your sales pipeline, track activit

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WEIGHTED FORECAST EXPECTED CLOSE DATE SALES REP

$45,000 1/22/2017 Jimmy

$84,500 2/5/2017 Ashley

$18,900 3/10/2017 Bob

$75,000 3/25/2017 Matt

$223,400

WEIGHTED FORECAST EXPECTED CLOSE DATE SALES REP

$45,000 1/22/2017 Jimmy

$78,000 2/5/2017 Ashley

$18,900 3/10/2017 Bob

$75,000 3/25/2017 Matt

$216,900

WEIGHTED FORECAST EXPECTED CLOSE DATE SALES REP

$45,000 1/22/2017 Jimmy

$84,500 2/5/2017 Ashley

$18,900 3/10/2017 Bob

$75,000 3/25/2017 Matt

$223,400

WEIGHTED FORECAST EXPECTED CLOSE DATE SALES REP

$32,000 1/22/2017 Jimmy

$84,500 2/5/2017 Ashley

$18,900 3/10/2017 Bob

 $65,000 3/25/2017 Matt

$200,400

$864,100

l sheets and manual data entry?

ipeline, track activities and automate the busywork.

FREE TRIAL

2/month.
NEXT ACTIVITY

Follow up call on 1/9/17

Meeting on 1/18/17

Follow up on 3/1/17

No Action Needed

NEXT ACTIVITY

Follow up call on 1/9/17

Meeting on 1/18/17

Follow up on 3/1/17
No Action Needed

NEXT ACTIVITY

Follow up call on 1/9/17

Meeting on 1/18/17

Follow up on 3/1/17

No Action Needed

NEXT ACTIVITY

Follow up call on 1/9/17

Meeting on 1/18/17

Follow up on 3/1/17
No Action Needed
Deals Insights

DEAL STAGE DEAL COUNT

Closed - Won 4 Deals by Stage
In Negotiation 1
New Lead 3
Proposal Presented 4
25% 25%
Qualified 4 C
I
N
P
6% Q

25%
19%

SALES REP DEAL COUNT

Ashley 4 Deals by Sales Rep
Bob 4
Jimmy 4
Matt 4
25% 25%

25% 25%
Sales Insights

Sales vs. Forecast by Quarter

$600,000

$559,000 $549,000 $559,000

$500,000

$400,000

$300,000
$289

$200,000 $223,400 $223,400

$216,900
$200

$100,000

$0

Quarter
als by Stage

25%
Closed - Won
In Negotiation
New Lead
Proposal Presented
6% Qualified

19%

by Sales Rep

25%

Ashley
Bob
Jimmy
Matt

25%
 Sales
Forecast

$559,000

$289,000

$223,400
$200,400
 | Sales Pipeline Template

Need to modify deal stages to fit your process?

Just add them in the table below and the sales template will be updated automatically.

DEAL STAGES

New Lead

Qualified

Proposal Presented

In Negotiation

Closed - Won

Closed - Lost

Need to adjust the sales forecast and close probabilities?

You need to modify the formula within "Win Probability" column on the "Sales Pipeline" sheet. D
formula for your desired pipeline stages and the win probability.

IF(E21="New Lead",0.15,IF(E21="Qualified",0.35,IF(E21="Proposal Prese

Want to say goodbye to tedious excel sheets and m
Salesmate CRM let's you effortlessly organize your sales pipeline, track activiti

SIGN UP FOR 15-DAY FREE TRIAL

Plans Starting at $12/month.

peline Template

rocess?

plate will be updated automatically.

ose probabilities?

bility" column on the "Sales Pipeline" sheet. Double click on it and change the following
n probability.

0.15,IF(E21="Qualified",0.35,IF(E21="Proposal Presented",0.65,IF(E21="In Negotiation",0.8,IF(E21="Closed - Lost",0,IF(E21="Closed -

dious excel sheets and manual data entry?
anize your sales pipeline, track activities, and automate the busywork.
Lost",0,IF(E21="Closed - Won",1))))))