Use this checklist to help you get started.

Step 1: Define your stages

In the 'Settings & Instructions' sheet:
Add each step (stage) of your sales process under the 'Stage name' column.
Assign a closing probability to each stage in the 'Probability' column.

Step 2: Set targets

In the 'Settings & Instructions' sheet:
Add/remove team members in the 'Sales rep' column.
Set your targets per team member.
For more detailed report, try Salesflare for free at https://app.salesflare.com

Step 3: Fill your funnel

In the 'Sales Funnel' sheet:
Add your current leads to the 'Sales Funnel' sheet and assign them a stage.
You can also add other data: size of the deal, expected closing date and sales rep working on the d
Feel free to add/remove columns from the 'Sales Funnel' sheet.

Step 4: Check your initial metrics

In the 'Sales Report' sheet:
Follow your progress in the sales report dashboard.
The is created automatically for you based on your other sheets.
Hover on the red corners of tables/graphs to find out where they're calculated from.

Step 5: Set a reminder every 2 weeks

In your calendar:
Do spring cleaning every one or two weeks.
Check up on all the deals in your pipeline and identify the ones that hold up the pack.
You don’t have to get rid of them. Instead, put them in an alternative funnel or create a 'fridge' sta

Step 6: Upgrade to a smarter CRM

When you're ready:
Save time by letting Salesflare automatically enrich your data for you.
Find leads with Salesflare's email finder and LinkedIn sidebar.
Use code CRM25OFF for 25% off for the first 6 months.
nd sales rep working on the deal.

lculated from.

old up the pack.

funnel or create a 'fridge' stage, to follow up on later.
2022/2023

Company Name Contact Name Contact Email

GRAND TOTAL - -

Company A Luke Skywalker luke@companya.com

Company B Oprah Winfrey oprah@companyb.com

Company C Michael Jordan Michael@companyc.com

Company D Rachel Green Rachel@companyd.com

Company F Beyoncé Knowles Beyonce@companye.com

Company G Harry Potter Harry@companyf.com

Company H Katniss Everdeen Katniss@companyg.com

Company I Jordan Belfort Jordan@companyh.com

Company J Jon Snow Jonsnow@companyi.com

Company K Ivanka Trump Ivanka@companyj.com

Company L Sherlock Holmes Sherlock@companyk.com

Company M Michelle Obama Michelle@companyl.com

Leonardo@companym.co
Company N Leonardo Di Caprio
m
Daenarys@companyn.co
Company O Daenarys Targaryen
m

Company P Harvey Specter Harvey@companyo.com

Company Q Marylin Monroe Marylin@companyp.com

Company R Ron Weasley Ron@companyq.com

Company S Reese Witherspoon Reese@companyr.com

Company T Will Ferrell Will@companys.com

Company U Brad Pitt Brad@companyt.com

 Sales Report Template by Salesflare 🚀

Stage Value Probability Expected Revenue

$ 2,308,000 - $ 1,114,400

Won $ 163,000 100% $ 163,000

Won $ 13,000 100% $ 13,000

Won $ 127,000 100% $ 127,000

Lead $ 67,000 5% $ 3,350

Won $ 113,000 100% $ 113,000

Proposal made $ 79,000 50% $ 39,500

Proposal made $ 97,000 50% $ 48,500

Contacted $ 233,000 10% $ 23,300

Qualified $ 311,000 25% $ 77,750

Qualified $ 433,000 25% $ 108,250

Won $ 73,000 100% $ 73,000

Qualified $ 59,000 25% $ 14,750

Won $ 71,000 100% $ 71,000

Lost $ 89,000 0% $ -

Proposal made $ 109,000 50% $ 54,500

Proposal made $ 47,000 50% $ 23,500

Won $ 111,000 100% $ 111,000

Won $ 50,000 100% $ 50,000

Lost $ 50,000 0% $ -

Lost $ 13,000 0% $ -
by Salesflare 🚀

Expected
Creation date Team member Last interacted on
Close Date

- - - -

2022-01-22 2022-11-25 Laura 2022-07-17

2022-02-01 2022-06-18 Thomas 2022-07-12

2022-07-01 2022-11-11 Laura 2022-11-20

2022-06-01 2022-10-03 Michael 2022-11-12

2022-11-01 2022-09-25 Michael 2022-11-20

2022-10-20 2022-08-18 Samantha 2022-10-31

2022-09-11 2022-10-11 Susan 2022-11-15

2022-08-15 2022-09-06 Donna 2022-11-16

2022-07-18 2022-09-25 Thomas 2022-11-24

2022-06-20 2023-07-18 Donna 2022-11-04

2022-05-11 2022-12-11 Michael 2022-11-13

2022-04-16 2022-12-06 Laura 2022-11-09

2022-03-09 2022-11-25 Michael 2022-11-08

2022-03-25 2022-03-18 Donna 2022-11-21

2022-02-10 2022-08-11 Laura 2022-11-21

2022-01-01 2023-09-06 Thomas 2022-11-10

2022-02-14 2023-12-13 Donna 2022-11-11

2022-04-20 2023-11-12 Laura 2022-11-12

2022-05-20 2023-12-03 Laura 2022-11-13

2022-06-20 2023-03-25 Donna 2022-11-14

Next Step

Get in touch

Get in touch

Get in touch

Get in touch

Follow-up

Follow-up

Follow-up

Follow-up

Discuss proposal

Discuss proposal

Discuss proposal

Discuss proposal

Send contract for signing

Send contract for signing

Send contract for signing

Send contract for signing

Send onboarding material

Send onboarding material

Retarget later

Retarget later
This Sales Report Template was created by Salesflare, maker of intelligent CRM software.
You can grab a free trial from the website http://salesflare.com
The cells in the tables below are used to update other sheets automatically.
They're open ended tables so that you can add extra info to the bottom of them, if needed.

PIPELINE
This sales report template has 7 stages, feel free to adapt this below.
You can add stages, change stage names, and adapt probabilities.
This is the probability that an opportunity in this stage will make it to "Won".
Don't change the name of 'Won' and 'Lost' stages.
This will break the report calculations.

Settings: Customize the sales stages in your pipeline

Stage name Probability

Lead 5%
Contacted 10%
Qualified 25%
Proposal made 50%
Won 100%
Lost 0%
Add stages & set
probabilities here
FOLLOW UP
Set the number of days after which you want to be reminded
to follow up with a lead.

After 10 days (default), the 'Last interacted on' cells in the

Sales Funnel' sheet will turn red, reminding you to follow up.

Settings: Follow up reminder

Days 10

Add sales reps & set

targets here
TARGETS
These targets are used in the 'Sales Report' sheet to calculate
For more detailed report, try Salesflare for free
at https://app.salesflare.com.

Once you've set your targets, head back to the 'Checklist' sheet.

Settings: Set yearly targets for your teammates

Sales rep 2022 Target

Team target $ 600,000
Thomas $ 100,000
Laura $ 75,000
Michael $ 75,000
Donna $ 125,000
Susan $ 100,000
Samantha $ 75,000
John $ 50,000
 All tables and gr
Hover on the red corner o
This sheet is pro
If you still want to edit this sheet, yo
2022/2023

Won Expected Avg value # won opportunities

$ 721,000 $ 1,114,400 $ 90,125 8

Forecasted and Won revenue vs. Target

Expected $1,114,400

Won $721,000

Target $600,000

Target Won Expected

Team $ 600,000 $ 721,000 $ 1,114,400

Thomas $ 100,000 $ 13,000 $ 114,250

Laura $ 75,000 $ 340,000 $ 409,250

Michael $ 75,000 $ 257,000 $ 260,350

Donna $ 125,000 $ 111,000 $ 242,550

Susan $ 100,000 $ - $ 48,500

Samantha $ 75,000 $ - $ 39,500

John $ 50,000 $ - $ -
 Sales Report Dashboard 🚀
All tables and graphs on this sheet update automatically based on data elsewhere.
Hover on the red corner on a graph/table to find info on how it's calculated and where you can edit it.
This sheet is protected because it updates dynamically based on complex formulas.
If you still want to edit this sheet, you can unlock it in 'Tools > Protection > Unprotect sheet. The password is: salesflare

Average sales
Most sold rep Team closing %
cycle
Laura 73% 282

Closing %
100%
90%
80%
70%
60%
50% Closing % per rep graph?
40%
30%
20%
10%
0%
Thomas Laura Michael Donna Susan Samantha John

Earnings per account Closing %

Total Won
Account Name
Revenue Team

Company A $ 163,000 Thomas

Company B $ 13,000 Laura

Company C $ 127,000 Michael

Company D $ - Donna

Company F $ 113,000 Susan

Company G $ - Samantha

Company H $ - John

Company I $ -
Company J $ -

Company K $ -

Company L $ 73,000

Company M $ -

Company N $ 71,000

Company O $ -

Company P $ -

Company Q $ -

Company R $ 111,000

Company S $ 50,000

Company T $ -

Company U $ -
 elsewhere.
where you can edit it.
x formulas.
t. The password is: salesflare

Total
Forecasted Revenue vs. Target per rep
opportunities
$450,000
20
$400,000
$350,000
$300,000
$250,000
$200,000
$150,000
$100,000
$50,000
$-
Thomas Laura Michael Donna Susan Samantha
usan Samantha John Won
Expected
Target

Conversion to
Closing % Stage # opportunities
next stage

73% Lead 1 100%

100% Contacted 1 300%

75% Qualified 3 133%

100% Proposal made 4 200%

33% Won 8

0% Lost 3

0%

0%
 $1

nue vs. Target per rep Forecasted Revenue per Q

$1

$-
Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025

Donna Susan Samantha John

Quarter Forecasted Revenue

Q1 2024 $ -

Q2 2024 $ -

Q3 2024 $ -

Q4 2024 $ -

Q1 2025 $ -

Q2 2025 $ -

Q3 2025 $ -

Q4 2025 $ -
ted Revenue per Quarter

24 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025