Sales Pipeline Tracker in Excel | Excel Sales Funnel Template
Optimize your sales process with our Excel Sales Funnel Template. 📊 Visualize each stage, identify opportunities, and close more sales.
Designed to control your sales funnel, this template helps you manage each stage of the funnel, from lead generation to closing sales.
With a clear and easy-to-use visualization, you can identify missed opportunities and maximize every interaction with your customers. Imagine the impact on your results!
Modules of Excel Sales Funnel:
Settings:
Customize your sales funnel. Define stages (e.g., Lead, Initial Contact, Qualified Lead, Opportunity) and statuses (Won, Lost, Open, Pending). Add your team members and adjust the sales flow.
Database:
Record all relevant information about your prospects in one place. Here you can enter data such as the name of the opportunity, contact information, company, sales representatives, and stages of the process. You can also define statuses, opening and closing dates, values of the operations, and the percentage of probability of winning. This module allows you to manage notes, average profit forecasts, and actual income to have total control over your opportunities.
Data Flow Pipeline:
Visualize the progress of each opportunity clearly. This section offers a representation of the selected stages and allows you to adjust the order of the columns according to your preferences. Monitor the process by salesperson, status, dates, and maximum and minimum values. With this tool, you will have a clear vision of the progress and you will be able to make informed decisions to optimize your strategies.
Dashboard:
Get a complete visual summary of the performance of your sales funnel. Here you will see the percentage won versus lost, expected and actual profits, as well as graphs showing sales won versus lost (total and monthly). Filter the data by salesperson, status, and dates to obtain accurate insights that will help you continuously improve your sales process. Everything you need to make strategic decisions is at your fingertips!
Don’t waste any more time! Acquire our Excel Sales Funnel Template today and transform your commercial management into an efficient machine that maximizes your results. 💪✨
IMPORTANT INFORMATION:
- Immediate Download: The files will be available for download once your transaction is confirmed.
- Editable and adaptable template according to your requirements.
- One-time payment, no monthly fees or annual charges.
- Compatible with Excel versions 2016 and above.
- Immediate support for all your purchases.
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