Sales Funnel Template Excel | Sales Pipeline Template Excel

This Excel spreadsheet is a comprehensive system for Sales Funnel/Pipeline management template.

The sales Funnel/Pipeline template processes each sales lead / opportunity through a fully customizable multi-stage pipeline / funnel and provides a detailed analysis of the sales funnel / sales pipeline by:

• Sales Region,
• Sales Executive,
• Lead Source,
• Pipeline Stage
• Market Sector and
• Product Group.

The analysis is available in both tabular and chart forms. (click to enlarge the product thumb-nail images above).

Download our comprehensive 15-page User Guide to see the full range of extensive features.

The highly flexible Excel Funnel/Pipeline template allows the user to set up flexible tables to define sales regions, sales executives, lead sources, pipeline stages and associated probability of closing, and market sectors.

Entering new sales opportunities in the sales funnel / sales pipeline template is then made "quick and easy" by selecting the table entry from a dropdown list.  This approach also eliminates typing errors in inserting any of these parameters.

The funnel / pipeline net value of each opportunity is calculated based on the funnel / pipeline stage and associated probability of closing an opportunity in that stage of the funnel / pipeline.

This template is one of three companion templates.

1. The Sales Pipeline Funnel Planner & Calculator identifies the level of new business leads/opportunities required to achieve the sales revenue budget.  (Excel 2003)

2. The Sales Leads Generation Plan and Budget template develops a plan and budget to generate the necessary leads by different marketing sources or categories, i.e. trade show, telemarketing, etc.  and sets a budget cost per lead.(Excel 2003)

3. The (this template) Sales Pipeline / Sales Funnel template  Excel provides a comprehensive pipeline/funnel management system for all new and current opportunities as they progress through the sales funnel / sales pipeline. (Excel 2007). 

This product requires Excel 2007 or later. 

All three are available as a Sales Pipeline Templates Excel Package at 33% discount

Good article on Pipeline Management click here