Having a structured sales process based on a sales funnel with well-defined stages is essential to managing the sales process and forecasting future sales.
It is equally important to do comprehensive win loss analysis of sales outcomes so that one can learn, in equal measure, from patterns of sales wins and losses.
It allows the sales organisation to dramatically improve sales lead-to-order conversion rates.
This Sales Funnel Excel template incorporates a comprehensive Win Loss analysis with an extensive list of reports and graphic charts.
(click to enlarge the product thumb-nail images above).
It allows the organisation to identify:
- if particular sales regions or executives have different win or loss patterns
- the reasons why particular products are successful in some market sectors but not in others
- if particular markets or sales regions are very price sensitive or if product quality, product features, product range are strong or weak aspects in closing sales.
The template is totally flexible and allows the user to specify the win loss analysis framework and level of detail by setting up a customised list of reasons for wins and losses.
Completed opportunities are then categorised by selecting the various outcomes and reason for these outcomes from dropdown lists.
This Excel template is also a comprehensive Sales Funnel management system.
The each sales lead/opportunity is processed through a fully customizable multi-stage Sales funnel and provides a detailed analysis of the active sales funnel 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).
Check our comprehensive 21-page User Guide to see the full range of extensive features.
The highly flexible Sales Funnel Excel template setup parameters allows the user to totally customize the number of, and description sales regions,
sales executives, lead sources, pipeline stages and associated probability of closing, and market sectors.
Entering new sales opportunities in the sales funnel template is then made "quick and easy" by selecting the table entry from a dropdown list.
This approach also eliminates typing errors when entering any of these parameters.
The sales funnel net value of each opportunity is calculated based on the funnel stage and associated probability of closing an opportunity in that stage of the funnel.
This template requires Excel 2007 or later edition.
This Sales Pipeline Management template is also available without the Win Loss analysis.
All our products are offered with a No Quibble Money Back Guarentee.
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Our company has learned a lot using this excel chart. It is easy to use once you get it set up. We had a small issue with the charts, but got a help response right away and it was fixed. Very helpful spreadsheet overall.