Sheet 1: HOME

	
	
	
	

		
SALES PIPELINE TRACKER
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		

 
		
		
	

		


		


		
	

		


		
Overview of Steps (Deals Sheet)
		
	

		


		
1. Review 4 sales stages. Rename if necessary.
		
	

		


		
2. Entering a new deal
		
	

		


		
1. Enter basic deals data in the Deals table.
		


		


		


		


	
	

		


		
2. Enter current stage in which the deal is.
		


		


		


		


	
	

		


		
3. Enter win % as the chance of winning the deal.
		


		


		


		


	
	

		


		
3. Updating a deal as you make progress
		


		


		


		


	
	

		


		
1. Update Stage if the deal has moved forward to the next stage.
		


		


		


		


	
	

		


		
2. Update Win % if it has changed over time.
		


		


		


		


	
	

		


		
3. Enter Next Activity Date and Notes
		


		


		


		


	
	

		


		
4. Closing a deal
		


		


		


		


	
	

		


		
1. Enter Status (Won or Lost) if the deal is closed and you have either won or lost the deal.
		


		


		


		


	
	

		


		
2. Enter Close Date
		


		


		


		


	
	

		


		
5. Monitoring performance regularly to gain insights
		


		


		


		


	
	

		


		
1. View active pipeline to know if you are on target to meet your goal
		


		


		


		


	
	

		


		
2. View deal conversion rate and average time to win a deal
		


		


		


		


	
	

		


		
3. Identify stages where deals are lost and work on improving