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"Sales pipeline management" Excel template with dashboard, stages, forecast, tools, and analysis

You Exec
15K subscribers
60K views 2 years ago
Download template: https://youexec.com/spreadsheet-templ... Table of Contents: 00:00 - Introduction to the spreadsheet 00:42 - Customize your sales process 02:08 - Manage your funnel 03:02 - Visualize your pipeline 04:00 - Monitor your team How do you create and manage a sales pipeline? Sales pipelines are valuable for sales reps to manage their leads throughout the entire sales process, from qualification to close. We’ve created a Sales Pipeline Spreadsheet that lets you customize your process, manage your lead funnel, visualize your pipeline with a kanban visualization, and monitor your team with a dashboard. You can download and customize this spreadsheet to manage your sales pipeline and follow all of your sales from qualification to close. First, the user will go the Fields tab to input their sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in mo …...more
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"Sales pipeline management" Excel template with dashboard, stages, forecast, tools, and analysis
N/ALikes
60,668Views
2022Oct 11
Download template: https://youexec.com/spreadsheet-templ... Table of Contents: 00:00 - Introduction to the spreadsheet 00:42 - Customize your sales process 02:08 - Manage your funnel 03:02 - Visualize your pipeline 04:00 - Monitor your team How do you create and manage a sales pipeline? Sales pipelines are valuable for sales reps to manage their leads throughout the entire sales process, from qualification to close. We’ve created a Sales Pipeline Spreadsheet that lets you customize your process, manage your lead funnel, visualize your pipeline with a kanban visualization, and monitor your team with a dashboard. You can download and customize this spreadsheet to manage your sales pipeline and follow all of your sales from qualification to close. First, the user will go the Fields tab to input their sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally. Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display, and the input fields. The pipeline display indicates what lead information to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization. To learn more about this spreadsheet, watch the video in full!

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You Exec

15K subscribers