Sales Pipeline & Leads Tracking Template

Sr
No Company Name Email Phone Address City

Standard john@standardc
1 Chartered Bank Mr. John Doe hartered.com +1 123455678
Toyota Motors jane@toyota.co
2 Corp. Ms. Jane Smith m

3 Google Inc. Eric Schmidt eric@gmail.com +1 112233445

4 ACME Inc Alex Lee alex@acme.inc +44 4569456

5 TATA Motors Rahul Verma rahul@tata.com +91 789456123

6 Diaz Solar Cesar Diaz cesar@diaz.net +1 112233445

janet@gmail.co
7 JJ Real Estate Janet James m +1 112233446
steve@yahoo.co
8 Smith Bros LLC Steve Smith m +1 112233447
Prism
9 Constructions Brian Burnes brian@prism.net +1 112233448
lisa@hotmail.co
10 N/A Lisa M m
Johnson & john@johnson.c
11 Johnson John Johnson om

12 N/A Alan J Alan@gmail.com +1 78945612

FUTURE
Engineering stacey@future.c
13 Group Stacey Lin om
manager@walm
14 Walmart J Walgreen art.com
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g Template Click here for a functional template in Goo

State Postal Code Created on Sales Rep Status Next Action

8/2/2020 Approached Call

7/15/2020 Prospect Submit Proposal

6/9/2020 Negotiations Follow-up

Suspect Demp

Order Call

Closed Call

Suspect Call

Suspect Follow-up

Approached Send Email

10/9/2020 Prospect Submit Proposal

10/16/2020 Suspect Meeting

Negotiations

Prospect

Suspect
nal template in Google Sheets
Requirements

Follow up Product
Scheduled On Remider Category Specification #1 Specification #2 Model

7/16/2020

8/20/2020
 Approached Negotiations Closed Orders

4600 3780 3350 2100

0 410 625 1250
s Commercials

Quantity Add Ons Price Taxes Discounts Total

9/26/1902 7/18/1900 4/9/1900 1/4/1903

2/8/1904 10/26/1900 12/4/1904

8/22/1901 6/28/1900 2/18/1902

11/4/1906 5/14/1901 9/6/1900 7/12/1907

12/4/1904 10/26/1900 9/30/1905

8/31/1907 7/3/1901 3/3/1909

8/22/1901 6/28/1900 2/18/1902

9/26/1902 7/18/1900 4/14/1903

6/26/1908 8/22/1901 7/18/1900 7/31/1909

2/8/1904 10/26/1900 12/4/1904

8/22/1901 6/28/1900 2/18/1902

11/4/1906 5/14/1901 3/18/1908

12/4/1904 10/26/1900 9/30/1905

2/8/1904 10/26/1900 4/9/1900 8/26/1904

Orders Orders Orders Orders Orders Orders

0 0 0 0 0 0
1890 1675 1050 0 0 0
Commercials

Return On Financing Finance Quotation File

Payback Period Investment Available Company Link ROI case done
Orders Orders Orders Orders

0 0 0 0
0 0 0 0
Sales Checklist
Reason of deal
Budget Objections Purchase not moving
Available resolved Urgency? ahead
 Suspect Prospect Approached

Sales Funnel $7,210.00

$0.00
$5,700.00 $4,600.00
$755.00 $1,305.00
Commercials
Sr No Company Name Status Next Action Price Taxes Discounts

Standard
1 Chartered Bank Mr. John Doe Approached Call $1,000.00 $200.00 $100.00
Toyota Motors
2 Corp. Ms. Jane Smith Prospect Submit Proposal $1,500.00 $300.00
3 Google Inc. Eric Schmidt Negotiations Follow-up $600.00 $180.00
4 ACME Inc Alex Lee Suspect Demp $2,500.00 $500.00 $250.00
5 TATA Motors Rahul Verma Order Call $1,800.00 $300.00
6 Diaz Solar Cesar Diaz Closed Call $2,800.00 $550.00
7 JJ Real Estate Janet James Suspect Call $600.00 $180.00
8 Smith Bros LLC Steve Smith Suspect Follow-up $1,000.00 $200.00
Prism
9 Constructions Brian Burnes Approached Send Email $3,100.00 $600.00 $200.00

10 N/A Lisa M Prospect Submit Proposal $1,500.00 $300.00

Johnson &
11 Johnson John Johnson Suspect Meeting $600.00 $180.00
12 N/A Alan J Negotiations $2,500.00 $500.00

FUTURE
Engineering
13 Group Stacey Lin Prospect $1,800.00 $300.00
14 Walmart J Walgreen Suspect $1,500.00 $300.00 $100.00

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 Negotiations Closed Order

$3,780.00 $3,350.00 $2,100.00

$1,715.00 $1,930.00 $2,555.00
rcials
Sales Funnel Chart
Total

Suspect
$0.00 $7,210.00
$1,100.00
Prospect $755.00 $5,700.00
$1,800.00
$780.00
Approached $1,305.00 $4,600.00
$2,750.00
$2,100.00
$3,350.00 Negotiations $1,715.00 $3,780.00
$780.00
$1,200.00 Closed $1,930.00 $3,350.00

$3,500.00
Order $2,555.00 $2,100.00

$1,800.00
.0
0 00 00 00 00 00 00 00 00
$0 00. 00. 00. 00. 00. 00. 00. 00.
$780.00 ,0 ,0 ,0 ,0 ,0 ,0 ,0 ,0
$1 $2 $3 $4 $5 $6 $7 $8
$3,000.00

$2,100.00 Click here for a functional template in Google Sheets

$1,700.00
 00 00
00. 00.
0 ,0
$8

n Google Sheets
 Sales Activity Tracking
Sr No Action For By
1 New lead created Mr. John Doe cesar@fuzen.io
2 Proposal sent Mr. John Doe cesar@fuzen.io
3 Proposal sent Ms. Jane Smith alex@fuzappnes.com
4 Follow up email Ms. Jane Smith alex@fuzappnes.com
5 Follow up email Ms. Jane Smith alex@fuzappnes.com
6 Order received Ms. Jane Smith alex@fuzappnes.com
7 Online demo Eric Schmidt cesar@fuzen.io
8 Follow up email Eric Schmidt cesar@fuzen.io
9 Status updated to 'Cold' Eric Schmidt cesar@fuzen.io
10 Follow up email Alex Lee cesar@fuzen.io
11 Follow up email Alex Lee cesar@fuzen.io
12 Proposal sent Rahul Verma alex@fuzappnes.com
13 Status updated to 'Negotiations' Rahul Verma alex@fuzappnes.com
14 Order received Rahul Verma alex@fuzappnes.com
15 New lead created Cesar Diaz alex@fuzappnes.com
16 Online demo Cesar Diaz alex@fuzappnes.com
17 Follow up email Cesar Diaz alex@fuzappnes.com
18 Proposal sent Cesar Diaz alex@fuzappnes.com
19 Follow up email Cesar Diaz alex@fuzappnes.com
0
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Click here for a functional template in Google Sheets
Timestamp Item Link
Tuesday, November 3, 2020
Wednesday, November 4, 2020
Wednesday, November 4, 2020
Wednesday, November 4, 2020
Thursday, November 5, 2020
Friday, November 6, 2020
Saturday, November 7, 2020
Saturday, November 7, 2020
Sunday, November 8, 2020
Monday, November 9, 2020
Tuesday, November 10, 2020
Tuesday, November 10, 2020
Tuesday, November 10, 2020
Thursday, November 12, 2020
Thursday, November 12, 2020
Friday, November 13, 2020
Saturday, November 14, 2020
Sunday, November 15, 2020
Monday, November 16, 2020
 Sales Team Performance
Demos &
Name Email New Leads Proposals Sent
Meetings

Cesar Brown cesar@fuzenapps.com 10 9 5

Pushkar Gaikwad pushkar@fuzenapps.com 12 5 5

Alex Stone alex@fuzenapps.com 9 6 3

 Click here for a functional template in Google Sheets
Orders Average Sales
Went Cold Total Revenue
Received Cycle (Days)

2 2 $6,000.00 5

3 1 $5,500.00 7

2 1 $4,800.00 4
e Sheets