$12.95

Sales Funnel Template Calculator | Sales Pipeline Template Excel Calculator

 
Sales Funnel/Sales Pipeline Template calculator identifies the number of opportunities/leads you need at each stage of the pipeline to meet your sales revenue budget.
 
 
Have you sufficient leads to meet your revenue budget in 3 months or 6 months time?

If your sales cycle is longer than 6 months it is already too late to do anything about it!! As fresh leads now won’t be processed through the sales pipeline in time to be turned into revenue.

How many sales proposals/quotations do you need to submit this month, next month, etc?
 
  
How many qualified leads do you need now to be able to generate the required number of  sales proposals/quotations in, say, three month time?
    
These are all questions that the Excel-based Sales Pipeline or Sales Funnel Calculator template helps you to answer allowing you to identify potential problems, that will impact future revenue streams, in time to take corrective action.
 

This Sales Funnel Calculator template is one of three companion templates.

  1. This template (Sales Pipeline 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. Tradeshow, telemarketing, etc.  (Excel 2003)

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

 

This template (Funnel Calculator) gives you full visibility and metrics on what your pipeline should look like by calculating the value and number of New Business Opportunities and Leads required at each Stage of the Pipeline, each month, to achieve the Revenue budget target.

It only uses standard Excel features and can be fully customized to suit the particlar profile of your business and sales cycle and process.

The number and/or value of new Leads that should be put into the Pipeline/Funnel each month to achieve future months' Revenue Plan is also calculated.

Key features of the system allows you to:

Take contracted recurring revenue, e.g. maintenance contracts, in account to calculate the New Business revenue portion of the Total Revenue Plan.

Use the duration of the sales cycle to translate the Revenue Plan (outflow from the sales pipeline/funnel) into the required Sales Leads Intake value (inflow into the sales pipeline/funnel).

Customize your own Sales Pipeline/Funnel with up to ten individual stages or milestones.

Specify the timeline between each Stage in the Sales Pipeline/Funnel.

Specify the percentage leakage or drop-out rate for each Sales Pipeline/Funnel Stage, as prospects move through the Sales Pipeline/Funnel from Unqualified Leads to Clean Firm Orders.

Calculate the Value and Number of Business Opportunities required at each Stage of the Sales Pipeline/Funnel for each month, allowing you to identify potential problems, that will impact future revenue streams, in time to take corrective action.

Calculate the number of New Leads that should be put into the Sales Pipeline/Funnel each month to achieve future months' Revenue Plan.

Use a planning cycle of up to 24 months to take account of longer sales cycles.

The shape of the Sales Funnel resulting from the planned pipeline stages and estimated leakage at each stage is also show graphically. This facilitates a review of the existing sales process and where leakage is occurring as a first step in identifying where changes can have the greatest impact on improving sales productivity. If a picture is worth a 1,000 words one can quickly see from the shape of the funnel where the most leakage is occurring.   What if analysis allows one to quickly graphically see the impact of a particular scenario, like “if we increased the number of new leads each month by 20%” or “if we improve the ratio of written proposals being shortlisted by 10%”

All your purchases come with a "No quibble MONEY BACK GUARANTEE"

Before ordering check out the Sales Funnel Template | Sales Pipeline Template Excel Calculator User Guide

This template is one of three companion templates.

  1. This template identifies the level of new business leads/opportunities required to achieve the sales revenue budget. 

  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. Tradeshow, telemarketing, etc.  (Excel 2003)

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

Templates are available individually or all three are available as a Sales Pipeline Templates Excel Package at 33% discount

Current Stock:
SKU:
MW010
Availability
Downloadable immediately

Review Hide Reviews

Simple and Practical

SD Ghana/West Africa on 14th Feb 2012

This is a tool that every SME needs to score. It is simple and practical.