2024

Company Name

GRAND TOTAL

Company A
1

Company B
2

Company C
3

Company D
4

Company F
5

Company G
6
Contact Name Mobile Contact Email

- - -

Luke Skywalker luke@companya.com

Oprah Winfrey

Michael Jordan

Rachel Green

Beyoncé Knowles

Harry Potter
 FKL Sales Funnel

Stage Value Probability Expected Revenue

Ksh562,000.00 - Ksh263,500.00

Won Ksh163,000.00 100% Ksh163,000.00

Won Ksh13,000.00 100% Ksh13,000.00

Lead Ksh127,000.00 5% Ksh6,350.00

Qualified Ksh67,000.00 25% Ksh16,750.00

Proposal made Ksh113,000.00 50% Ksh56,500.00

Contacted Ksh79,000.00 10% Ksh7,900.00

 Expected
Creation date Team member
Close Date

- - -

22-Jan-2022 25-Jan-2024 Fred

1-Feb-2022 26-Jan-2024 Alan

1-Jul-2022 27-Jan-2024 Norah

1-Jun-2022 28-Jan-2024 Fred

29-Jan-2024 Alan

30-Mar-2024 Norah

s
 Last interacted
Progress to Won Next Step
on

- - -

100% 7/17/2022 Get in touch

7/12/2022 Discuss proposal

6/13/2022 Send contract for signing

2/22/2022 Get in touch

7/5/2022 Follow-up

6/23/2022 Retarget later

 2024

Won Expected Avg value

Ksh176,000.00 Ksh263,500.00 Ksh88,000.00

Expected and Won revenue vs. Target

Expected Ksh263,500.0
0

Won Ksh176,000.0
0

Target Ksh1,500,000
.00

Target Won

Team Ksh1,500,000.00 Ksh176,000.00

Fred Ksh500,000.00 Ksh163,000.00

Alan Ksh500,000.00 Ksh13,000.00

Norah Ksh500,000.00 Ksh0.00

 Sales Funnel Insights

# won opportunities Most sold rep Team closing %

2 Fred 100%

e vs. Target Closing %

100%
90%
80%
70%
60%
50% Closing % per rep graph?
40%
30%
20%
Ksh1,500,000 10%
.00 0%
Fred Alan Norah

Expected Earnings per account

Total Won
Account Name
Ksh263,500.00 Revenue

Ksh179,750.00 Company A Ksh163,000.00

Ksh69,500.00 Company B Ksh13,000.00

Ksh14,250.00 Company C Ksh0.00

Company D Ksh0.00

Company F Ksh0.00

Company G Ksh0.00
 Average sales Total
Expected Revenue vs. Targe
cycle opportunities
Ksh600,000.00
729 6
Ksh500,000.00

Ksh400,000.00
sing %
Ksh300,000.00

Ksh200,000.00

Ksh100,000.00

Ksh0.00
Fred Alan
Norah
Expected Won Target

Closing % Stage # opportunities

Team 100% Lead 1

Fred 100% Contacted 1

Alan 100% Qualified 1

Norah 0% Proposal made 1

Won 2

Lost 0

Fridge 0
ected Revenue vs. Target per rep

Fred Alan Norah

Target

Conversion to
next stage

100%

100%

100%

200%
PIPELINE

This is the probability that an opportunity in this stage will make it to "Won".
Don't change the name of 'Won' and 'Lost' stages.
This will break the insights calculations.

Sales stages in your pipeline

Stage name Probability

Lead 5%
Contacted 10%
Qualified 25%
Proposal made 50%
Won 100%
Lost 0%
Fridge 0%
 FOLLOW UP

make it to "Won".

Follow up reminder

Days 7
TARGETS

Team Quartely targets

Sales rep 2024 Target

Team target Ksh1,500,000
Fred Ksh500,000
Alan Ksh500,000
Norah Ksh500,000