SALES PIPELINE

DASHBOARD INPUT PIPELINE SETTINGS

DASHBOARD
SALES PERSON OPEN DATE FROM VALUE MIN
STATUS OPEN DATE TILL VALUE MAX

sales F u n n el WON vs. FORECASTED ACTUAL

LOST 60% EARNINGS £ EARNINGS
WON V S . L OS T (M ON T HL Y )
DEALS 12728.80 £ 6484.0
Le a d 17
In i t i al Co n t act 15
Qu a l i f i e d Le a d 13
WON V S . L OS T
Op p o r t u n i t y 11 (T OT A L )
So l u t i on 9
P r o p o s a l Di s c u s s e d 7
Wr i t t e n P r o p o s a l 6 3
40%
Co n t ract 5
2 2
P u r c h a s e Or d e r 60%
In v o i ce 2
1
Pay men t 2
Refu n d 1
Won Lost 1 2 3 4 5 6 7 8 9 10 11 12

WON D E A L S V alu e T A S KS P E R S A L E S MA N
Monthly Cumulative 4

6,484 6,484 6,484 6,484 6,484 6,484 6,484 6,484 6,484 6,484

2
3,782

2,702
2,510 1

1,272
0
S a l e s K a te S a le s Jo h n S a l e s M i a S a le s Ca r l S a l e s P a u l Sales Sa le s A n n Sales
Arn ie Pe te r
0 0 0 0 0 0 0 0 0
January February March April May June July August September October November December Won Lost Open Not set On Hold
 SALES PIPELINE
DASHBOARD INPUT PIPELINE SETTINGS
SALES INPUT

SALE TITLE CONTACT NAME COMPANY CONTACT INFORMATION SALES REPRESENTATIVE CURRENT STAGE STATUS OPEN DATE CLOSE DATE DEAL VALUE PROBABILITY OF NOTES AVG. EARNING FORECAST ACTUAL INCOME
WINNING % SALES INPUT
You can decide the order of your input. Just
SALE TITLE1 Jemima Begum Monahan Ltd jemima@mail.com Sales Kate Lead 1/1/2021 1/5/2021 820.00 80% notes1 656.000 £ choose the headers of each column from the
dropdown list.
SALE TITLE2 Mercedes Banks Farrell and Sons mercedes@mail.com Sales John Initial Contact 1/4/2021 1/14/2021 696.00 60% notes2 417.6000 £ If you update the names in the settings
section and they are not up to date you will
SALE TITLE3 Macauley Peck Nikolaus Ltd macauley@mail.com Sales Mia Qualified Lead Won 1/7/2021 1/23/2021 1,272.00 70% notes3 890.4000 £ 1272.000 £ see the yellow background of the outdated
header. Just click it and choose the correct
one.
SALE TITLE4 Hannah Shaw Walker-Johnson hannah@mail.com Sales Carl Opportunity Won 1/10/2021 2/1/2021 1,468.00 80% notes4 1174.4000 £ 1468.000 £
This section is the heart of the whole
template. This is where you input all the
SALE TITLE5 Carmel Beltran Dach Ltd carmel@mail.com Sales Paul Solution Lost 1/13/2021 2/10/2021 823.00 80% notes5 658.4000 £ information about your sales.
Based on this table later you can see your
SALE TITLE6 Sarah-Jayne Morrison Hahn-Wuckert sarah-jayne@mail.com Sales Arnie Proposal Discussed Won 1/16/2021 2/19/2021 574.00 80% notes6 459.2000 £ 574.000 £
data inside the pipeline section and the
dashboard.
SALE TITLE7 Alyce Milner Mitchell PLC alyce@mail.com Sales Ann Written Proposal Won 1/19/2021 2/28/2021 468.00 80% notes7 374.4000 £ 468.000 £

SALE TITLE8 Aviana Kenny Veum-Lindgren aviana@mail.com Sales Peter Contract Lost 1/22/2021 3/9/2021 847.00 80% notes8 677.6000 £

SALE TITLE9 Harris Montes Batz LLC harris@mail.com Sales John Contract Won 1/25/2021 3/18/2021 1,425.00 80% notes9 1140.000 £ 1425.000 £

SALE TITLE10 Doris Power Carter Ltd doris@mail.com Sales Paul Contract Won 1/28/2021 3/27/2021 1,277.00 80% notes10 1021.6000 £ 1277.000 £

SALE TITLE11 Isobelle Hurley Williamson Inc ısobelle@mail.com Sales Kate Payment Lost 1/31/2021 4/5/2021 1,111.00 80% notes11 888.8000 £

SALE TITLE12 Donell Merrill Schoen Ltd donell@mail.com Sales Peter Refund Lost 2/3/2021 4/14/2021 803.00 80% notes12 642.4000 £

SALE TITLE13 Jane Best Gleichner-Buckridge jane@mail.com Sales Kate Lead Open 2/6/2021 4/23/2021 1,038.00 80% notes13 830.4000 £

SALE TITLE14 Kristofer Dyer Hegmann-Heathcote kristofer@mail.com Sales Mia Initial Contact On Hold 2/9/2021 5/2/2021 867.00 80% notes14 693.6000 £

SALE TITLE15 Dominykas Xiong Haag-Braun dominykas@mail.com Sales Arnie Qualified Lead Open 2/12/2021 5/11/2021 517.00 80% notes15 413.6000 £

SALE TITLE16 Doris Power Turner Ltd doris@mail.com Sales Ann Opportunity Open 2/15/2021 5/20/2021 774.00 80% notes16 619.2000 £

SALE TITLE17 Isobelle Hurley Medhurst LLC ısobelle@mail.com Sales Ann Solution On Hold 2/18/2021 5/29/2021 1,464.00 80% notes17 1171.2000 £
 SALES PIPELINE
DASHBOARD INPUT PIPELINE SETTINGS
PIPELINE The pipeline has 15 available columns. You can
choose the headers from the dropdown list.
SALES PERSON OPEN DATE FROM VALUE MIN Select or leave empty You can choose all or only specific stages Define which information are shown in the
STATUS OPEN DATE TILL VALUE MAX any of the filters. from your sales process. card in the settings section.

Lead Refund Solution Proposal Discussed Contract Payment

SALE TITLE1 SALE TITLE12 SALE TITLE5 SALE TITLE6 SALE TITLE8 SALE TITLE11
Jemima Begum Donell Merrill Carmel Beltran Sarah-Jayne Morrison Aviana Kenny Isobelle Hurley
5 Jan 2021 14 Apr 2021 10 Feb 2021 19 Feb 2021 9 Mar 2021 5 Apr 2021
Forecast: 656 £ Forecast: 642.4 £ Forecast: 658.4 £ Forecast: 459.2 £ Forecast: 677.6 £ Forecast: 888.8 £
SALE TITLE13 SALE TITLE17 SALE TITLE9
Jane Best Isobelle Hurley Harris Montes
23 Apr 2021 29 May 2021 18 Mar 2021
Forecast: 830.4 £ Forecast: 1171.2 £ Forecast: 1140 £
SALE TITLE10
Doris Power
27 Mar 2021
Forecast: 1021.6 £
 SALES PIPELINE
DASHBOARD INPUT PIPELINE SETTINGS
SETTINGS
SHOW ON THE
STAGE STATUS SALES REPRESENTATIVE PIPELINE SALES DATA INPUT
Lead Won Sales Kate X SALE TITLE
Initial Contact Lost Sales John X CONTACT NAME
Qualified Lead Open Sales Mia COMPANY
Opportunity On Hold Sales Carl CONTACT INFORMATION
Solution Sales Paul SALES REPRESENTATIVE
Proposal Discussed PIPELINE DATE FORMAT Sales Arnie CURRENT STAGE
Written Proposal 31 Jan 2021 Sales Ann STATUS
Contract Sales Peter OPEN DATE
Purchase Order CURRENCY X CLOSE DATE
Invoice £ DEAL VALUE
Payment PROBABILITY OF WINNING %
Refund NOTES

X AVG. EARNING FORECAST

ACTUAL INCOME