Download template: [ Ссылка ]

Table of Contents:
00:00 - Introduction to the spreadsheet
00:42 - Customize your sales process
02:08 - Manage your funnel
03:02 - Visualize your pipeline
04:00 - Monitor your team

How do you create and manage a sales pipeline? Sales pipelines are valuable for sales reps to manage their leads throughout the entire sales process, from qualification to close.

We’ve created a Sales Pipeline Spreadsheet that lets you customize your process, manage your lead funnel, visualize your pipeline with a kanban visualization, and monitor your team with a dashboard.

You can download and customize this spreadsheet to manage your sales pipeline and follow all of your sales from qualification to close.

First, the user will go the Fields tab to input their sales pipeline preferences.

Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally.

Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display, and the input fields.

The pipeline display indicates what lead information to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.

To learn more about this spreadsheet, watch the video in full!

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