NAME OF COMPANY OR SALES PIPELINE

Q1

Deal name Contact NamSales stage Deal size Probability

Company A Allyson MeggsIdea $ 140,000 10%

Company B Darren Gade Contacted $ 100,000 25%

Company C Allan Heist Terms negotiat $ 30,000 80%

Company D Jami Slowik Verbal yes $ 65,000 90%

Q1 TOTAL $ 335,000

Q2

Deal name Contact NamSales stage Deal size Probability

Company A Allyson MeggsIdea $ 140,000 10%

Company B Darren Gade Contacted $ 100,000 25%

Company C Allan Heist Terms negotiat $ 30,000 80%

Company D Jami Slowik Verbal yes $ 65,000 90%

Q2 TOTAL $ 335,000
Q3

Deal name Contact NamSales stage Deal size Probability

Company A Allyson MeggsIdea $ 140,000 10%

Company B Darren Gade Contacted $ 100,000 25%

Company C Allan Heist Terms negotiat $ 30,000 80%

Company D Jami Slowik Verbal yes $ 65,000 90%

Q3 TOTAL $ 335,000

Q4

Deal name Contact NamSales stage Deal size Probability

Company A Allyson MeggsIdea $ 140,000 10%

Company B Darren Gade Contacted $ 100,000 25%

Company C Allan Heist Terms negotiat $ 30,000 80%

Company D Jami Slowik Verbal yes $ 65,000 90%

Q4 TOTAL $ 335,000

GRAND TOTAL ###

 Weighted Expected
Our Contact Next Steps
Forecast Close Date

$ 14,000 2/2/2016 Alex Get in touch

$ 25,000 2/16/2016 Tim Follow-up

$ 24,000 3/3/2016 Anna Discuss proposal

$ 58,500 3/22/2016 Steve Send contract for signing

$ 121,500

Weighted Expected
Our Contact Next Steps
Forecast Close Date

$ 14,000 4/6/2016 Alex Get in touch

$ 25,000 4/27/2016 Tim Follow-up

$ 24,000 5/18/2016 Anna Discuss proposal

$ 58,500 6/22/2016 Steve Send contract for signing

$ 121,500
 Weighted Expected
Our Contact Next Steps
Forecast Close Date

$ 14,000 7/11/2016 Alex Get in touch

$ 25,000 7/20/2016 Tim Follow-up

$ 24,000 8/23/2016 Anna Discuss proposal

$ 58,500 9/21/2016 Steve Send contract for signing

$ 121,500

Weighted Expected
Our Contact Next Steps
Forecast Close Date

$ 14,000 10/5/2016 Alex Get in touch

$ 25,000 11/10/2016 Tim Follow-up

$ 24,000 11/29/2016 Anna Discuss proposal

$ 58,500 12/15/2016 Steve Send contract for signing

$ 121,500

$486,000
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This is a sales pipeline template created by Pipedrive, creator of simple sales pipeline management s
You can sign up and start free trial at https://www.pipedrive.com

This sales pipeline template has 5 stages, you can edit the names below.
If you add sales stages, update the named range - select all cells and type "Stages" in the "name box
You can change the close probability directly in the formula on "Sales Pipeline Template" sheet.
For example, if you want to change the probability of "Idea" stage from 10% to 5%, make the followin

Sales stages

Idea
Contacted
Proposal sent
Terms negotiated
Verbal yes
s pipeline management software.

Stages" in the "name box".

e Template" sheet.
to 5%, make the following change: IF(C6="Idea";0,05;