<Company Name>

Strategic Sales Pipeline Management

Company Confidential

Instructions: Enter values into the white and yellow cells only.
Opportunity Customer Sales Lead Product Forecast Sales Forecast
Name Contact Region Source Line Amount Phase Close
A. Datum Corporation Kim Abercrombie US - Northeast Web Inquiry Product Line A $150,000 Contact January
Adventure Works Angela Barbariol US - Southeast E-Mail Product Line B $145,200 Lead February
Alpine Ski House Gabriele Cannata US - North Central Partner Product Line C $162,500 Qualified Lead March
Baldwin Museum of Science Barbara S. Decker US - South Central Customer Reference Product Line E $147,500 Opportunity April
Blue Yonder Airlines Susan W. Eaton US - Northwest Web Event Product Line D $148,000 Executive Sponsorship May
City Power & Light Kathie Flood US - Southwest Trade Show Product Line A $175,000 Written Proposal June
Coho Vineyard Janice Galvin Canada - East E-Mail Product Line E $149,000 Negotiation Phase July
Coho Winery Adina Hagege Canada - West Partner Product Line A $142,000 Verbal Approval August
Coho Vineyard & Winery Shu Ito US - Northeast Customer Reference Product Line B $189,900 Contract September
Contoso, Ltd. David Jaffe US - Southwest Trade Show Product Line D $172,500 Purchase Order October
Contoso Pharmaceuticals Sandeep Kaliyath US - Northeast E-Mail Product Line A $163,500 Invoice November
Consolidated Messenger Rebecca Laszlo US - Southwest Customer Reference Product Line D $155,500 Payment December
Fabrikam, Inc. Diane Margheim US - Northwest Trade Show Product Line A $166,000 Acceptance January
Fourth Coffee Paula Nartker US - Northeast E-Mail Product Line C $180,000 Contact March
Graphic Design Institute Robert O'Hara US - Southeast Web Inquiry Product Line A $140,000 Lead May
Humongous Insurance Carol Philips US - Southwest Web Event Product Line E $155,000 Qualified Lead June
Litware, Inc. Kim Ralls US - North Central Web Inquiry Product Line A $173,200 Executive Sponsorship October
Lucerne Publishing Sharon Salavaria US - Northeast Partner Product Line C $146,500 Written Proposal December
Margie's Travel Andy Teal US - South Central E-Mail Product Line B $156,750 Invoice November
Northwind Traders Sunil Uppal US - Southeast Trade Show Product Line B $162,000 Payment February
Proseware, Inc. H. Brian Valentine US - Southwest Customer Reference Product Line E $157,000 Acceptance March
School of Fine Art Robert Walters US - Northwest Web Inquiry Product Line D $173,000 Negotiation Phase April
TOTAL $3,510,050
<Company Name>
Strategic Sales Pipeline Management
Company Confidential

Probability January February March April May June July August September October November December Weighted Internal Internal
of Sale Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Calculation Calculation
Err:508 Err:508 $- $- $- $- $- $- $- $- $- $- $- Err:508 0.1 -1
Err:508 $- Err:508 $- $- $- $- $- $- $- $- $- $- Err:508 0.2 -1
Err:508 $- $- Err:508 $- $- $- $- $- $- $- $- $- Err:508 0.3 -1
Err:508 $- $- $- Err:508 $- $- $- $- $- $- $- $- Err:508 0.4 -1
Err:508 $- $- $- $- Err:508 $- $- $- $- $- $- $- Err:508 0.5 -1
Err:508 $- $- $- $- $- Err:508 $- $- $- $- $- $- Err:508 0.6 -1
Err:508 $- $- $- $- $- $- Err:508 $- $- $- $- $- Err:508 0.7 -1
Err:508 $- $- $- $- $- $- $- Err:508 $- $- $- $- Err:508 -1 0.75
Err:508 $- $- $- $- $- $- $- $- Err:508 $- $- $- Err:508 -1 0.8
Err:508 $- $- $- $- $- $- $- $- $- Err:508 $- $- Err:508 -1 0.85
Err:508 $- $- $- $- $- $- $- $- $- $- Err:508 $- Err:508 -1 0.9
Err:508 $- $- $- $- $- $- $- $- $- $- $- Err:508 Err:508 -1 0.95
Err:508 Err:508 $- $- $- $- $- $- $- $- $- $- $- Err:508 -1 0.1
Err:508 $- $- Err:508 $- $- $- $- $- $- $- $- $- Err:508 0.1 -1
Err:508 $- $- $- $- Err:508 $- $- $- $- $- $- $- Err:508 0.2 -1
Err:508 $- $- $- $- $- Err:508 $- $- $- $- $- $- Err:508 0.3 -1
Err:508 $- $- $- $- $- $- $- $- $- Err:508 $- $- Err:508 0.5 -1
Err:508 $- $- $- $- $- $- $- $- $- $- $- Err:508 Err:508 0.6 -1
Err:508 $- $- $- $- $- $- $- $- $- $- Err:508 $- Err:508 -1 0.9
Err:508 $- Err:508 $- $- $- $- $- $- $- $- $- $- Err:508 -1 0.95
Err:508 $- $- Err:508 $- $- $- $- $- $- $- $- $- Err:508 -1 0.1
Err:508 $- $- $- Err:508 $- $- $- $- $- $- $- $- Err:508 0.7 -1
Monthly Total Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508
Cumulative Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508
<Company Name>
Strategic Sales Pipeline Management
Company Confidential

Instructions: Adjust the column headings to match your region names.

US - Northeast US - Southeast US - North Central US - South Central US - Northwest US - Southwest Canada - East Canada - West
Err:508 $- $- $- $- $- $- $-
$- Err:508 $- $- $- $- $- $-
$- $- Err:508 $- $- $- $- $-
$- $- $- Err:508 $- $- $- $-
$- $- $- $- Err:508 $- $- $-
$- $- $- $- $- Err:508 $- $-
$- $- $- $- $- $- Err:508 $-
$- $- $- $- $- $- $- Err:508
Err:508 $- $- $- $- $- $- $-
$- $- $- $- $- Err:508 $- $-
Err:508 $- $- $- $- $- $- $-
$- $- $- $- $- Err:508 $- $-
$- $- $- $- Err:508 $- $- $-
Err:508 $- $- $- $- $- $- $-
$- Err:508 $- $- $- $- $- $-
$- $- $- $- $- Err:508 $- $-
$- $- Err:508 $- $- $- $- $-
Err:508 $- $- $- $- $- $- $-
$- $- $- Err:508 $- $- $- $-
$- Err:508 $- $- $- $- $- $-
$- $- $- $- $- Err:508 $- $-
$- $- $- $- Err:508 $- $- $-
Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508 Err:508
<Company Name>
Strategic Sales Pipeline Management
Company Confidential

Instructions: Adjust the column headings to match your lead source names.
Web Inquiry Partner Customer Reference Web Event Trade Show
Err:508 $- $- $- $-
$- $- $- $- $-
$- Err:508 $- $- $-
$- $- Err:508 $- $-
$- $- $- Err:508 $-
$- $- $- $- Err:508
$- $- $- $- $-
$- Err:508 $- $- $-
$- $- Err:508 $- $-
$- $- $- $- Err:508
$- $- $- $- $-
$- $- Err:508 $- $-
$- $- $- $- Err:508
$- $- $- $- $-
Err:508 $- $- $- $-
$- $- $- Err:508 $-
Err:508 $- $- $- $-
$- Err:508 $- $- $-
$- $- $- $- $-
$- $- $- $- Err:508
$- $- Err:508 $- $-
Err:508 $- $- $- $-
Err:508 Err:508 Err:508 Err:508 Err:508
 Monthly Weighted Forecast
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$1
$1
$1
$1
$1
$1
$1
Forecast Revenue

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Pipeline by Region
Pipeline by Lead Source