Template Packages

Sales Pipeline Templates Excel Package

(No reviews yet) Write a Review
Downloadable immediately on purchase
  • Sales Pipeline by Sales Region by Sales Exec by pipeline Stage
  • Win-Loss by Reason by Region by Sales Exec by Project ID
  • Pipeline by Nett Value by Source
  • Sales Forecast
  • Average Cost per Lead by Source
  • Lead-to-date Total Leads
  • Sales Funnel
  • Total Leads per month
  • Monthly Leads by Category
  • Sales Pipeline Templates Excel Package
  • Pipeline by Stage by Sales Region
  • Sales Pipeline Templates Excel Package
  • Pipeline by Nett Value
  • Win Loss Analysis by Product Group
MSRP: $38.85
— You save $11.35


geotrust-logo.png    14-day-money-back.jpg     add-cart-button-2.jpg 

Sales Pipeline Templates Excel Package

This Sales Pipeline Templates for Excel package provides a comprehensive set of Sales Pipeline Management Templates at 33% discount on the individual very competitive prices to manage the full Sales Pipeline cycle.
The package consists of:

  • The Sales Pipeline Funnel Planner & Calculator identifies the level of new business leads/opportunities required to be put into the Sales Pipeline to achieve the sales revenue budget. 
  • The Sales Leads Generation Plan and Budget template develops a plan and budget to generate the necessary leads by different marketing sources of categories, i.e. email, trade show, telemarketing, etc.
  • The Sales Pipeline Management template, with thorough Win - Loss Analysis, provides a comprehensive sales pipeline management system for all new and current opportunities as they progress through the sales  pipeline. 

Sales Pipeline Funnel Planner & Calculator

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.

Sales Leads Generation Plan & Budget MS-Excel Template

Lead generation is the life blood of every sales and marketing group.
Where will your leads come from on a monthly basis?
What sources (trade shows, telemarketing, SEO, advertising, etc.) will most effectively generate the required leads?
Which source is most cost effective?  
What is the cost-per-lead for each source?
The Excel-based Sales Leads Generation Plan & Budget MS-Excel Template allows the user to quickly generate a Lead Generation Plan and Budget.  

Win-Loss Analysis Sales Pipeline/Funnel Management Excel Template

This Excel-based application is a comprehensive Sales Funnel/Pipeline management system, incorporating a detailed Win-Loss analysis.
While all elements of the product are fully integrated, it is organized into three sections.
These facilitate: Ongoing pipeline sales management, typically used in a sales management/meeting environment to update and review the current active pipeline

  1. A detailed Win-Loss analysis to identify (a) best practice associated with wins and (b) patterns and causes of losses and where appropriate to modify sales practices
  2. Other analysis such as (a) size and shape of the sales funnel based on the number and value of leads/opportunities, (b) Sales Forecast based on projected closing date is also generated for both project gross and Nett values of the pipeline.
  3. Further details can be got by checking out the individual templates within the Sales & Marketing section or by reviewing the three comprehensive User Guides that can be downloaded from the User Guide section.

Package Discount

Order an individual template or all three in this package at a 33% discount.

No Quibble Guarantee

Not sure if this offering is right for you, all our products come with a NO QUIBBLE MONEY BACK GUARANTEE 

Security and Payment

The site is fully protected using the industry leading Geo-Trust SSL system.
Payments via all major credit cards, Apple Pay and Google Pay are processed using Stripe payment processing and we also accept PayPal payments.
Once payment is processed, the items purchased can be downloaded immediately.

geotrust-logo.png    14-day-money-back.jpg     add-cart-button-2.jpg 

View AllClose

Warranty Information

No Quibble Money Back Guarantee for 14 days from date of purchase!
View AllClose