Sales Pipeline Management Lite

Sales Pipeline Management Lite is a handy tool if you're working in the trading industry and using a pipeline approach. It helps you keep an eye on your transactions and figure out which deals are most likely to close. This way, you can manage everything more smoothly!

What Is It?

This utility is designed in Excel, making it super easy to use. You can manage your sales team better while tracking specific clients and predicting how negotiations will go.

No Setup Required

The best part? You don’t need any complicated setup! Just make sure you have Microsoft Excel installed on your computer. The template is nicely organized into four sections: Setup, Summary, Sales Activity, and Dashboard.

How It Works

In the Setup tab, you can customize names, categories, and other important details. Want to see daily or monthly achievements? Check out the Sales Activity and Summary tabs. If you're curious about progress at a glance, just look at the charts in the Dashboard!

Get Insights with Reports

The real advantage of using this spreadsheet is that it lets you generate reports. These insights help you predict outcomes and come up with the best strategies to hit your company’s goals.

Track Performance Easily

You can keep track of each salesperson's progress through the Individual Sales Summary or boost sales during holidays by checking out the All Clients summary. Plus, for a broader view of all your activities, take a peek at the All Sales Summary.

Why Try It?

If you're looking for an easier way to monitor negotiation progress and get a sense of how close you are to reaching quotas over time, Sales Pipeline Management Lite could be just what you need!