Sales Pipeline Management Lite

Sales Pipeline Management Lite is a handy tool for anyone in the trading industry. If you're using a pipeline approach, you probably want something to help you keep an eye on your deals and see which ones are most likely to close.

Easy Management with Excel

This utility is made for Excel and helps you manage your sales team while tracking specific clients and predicting how negotiations will go. The best part? You don't need any complicated setup! Just make sure you have Microsoft Excel on your computer, and you're good to go!

A Quick Look at the Layout

The template has four main sections: Setup, Summary, Sales Activity, and Dashboard. In the Setup tab, you can change names, categories, and other important details. Want to see daily, monthly, or yearly progress? Check out the Sales Activity and Summary tabs!

Visualize Your Progress

If you're curious about how things are going at a glance, the Dashboard has charts that make it super easy to understand where everything stands.

Get Insights from Reports

The real magic of this spreadsheet lies in its reporting abilities. You can use it to predict outcomes and find the best ways to hit those company quotas. You'll be able to monitor each salesperson's progress through the Individual Sales Summary or see trends during holidays with the All Clients Summary.

A Great Tool for Tracking Sales

If you're looking for a smarter way to track your negotiation progress and estimate future quotas, Sales Pipeline Management Lite might be just what you need!