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Sales
Sales Pipeline
Track every deal from first conversation to signed order.
Deals4 rows
| # | ADeal | BContact | CStage | DValue | EProbability | FWeighted | GClose date |
|---|---|---|---|---|---|---|---|
| 1 | Riverside Cafe fit-out | Amara Okafor | Proposal | 8,400 | 60% | 5,040 | 12 Oct |
| 2 | Northgate office move | Tom Reilly | Negotiation | 15,200 | 80% | 12,160 | 28 Oct |
| 3 | Bellweather retail | Sam Patel | Qualifying | 4,100 | 30% | 1,230 | 14 Nov |
| 4 | Harbour Dental | Jo Lang | Won | 6,750 | 100% | 6,750 | 02 Oct |
What it tracks
- Deals in progress
- Stage and next step
- Expected value
- Close dates
Included sheets
DealsContactsSummary
Key calculations
- Weighted value
- =Value*Probability
- Pipeline total
- =SUM(Weighted)