"Sales pipeline management" Excel template with dashboard, stages, forecast, tools, and analysis
Ғылым және технология
Download template: youexec.com/spreadsheet-templ...
Table of Contents:
00:00 - Introduction to the spreadsheet
00:42 - Customize your sales process
02:08 - Manage your funnel
03:02 - Visualize your pipeline
04:00 - Monitor your team
How do you create and manage a sales pipeline? Sales pipelines are valuable for sales reps to manage their leads throughout the entire sales process, from qualification to close.
We’ve created a Sales Pipeline Spreadsheet that lets you customize your process, manage your lead funnel, visualize your pipeline with a kanban visualization, and monitor your team with a dashboard.
You can download and customize this spreadsheet to manage your sales pipeline and follow all of your sales from qualification to close.
First, the user will go the Fields tab to input their sales pipeline preferences.
Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally.
Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display, and the input fields.
The pipeline display indicates what lead information to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.
To learn more about this spreadsheet, watch the video in full!
Пікірлер: 40
Truly amazin!!! Congratulations
This is an amazing spreadsheet!
@zacharykelley693
Жыл бұрын
In your analysis tab you are missing October in C72. Just a heads up!
@YouExec
Жыл бұрын
@Zachary Kelley Thanks Zach! We fixed this on both our free and complete Google sheets versions. Thanks for the tip!
Great Video, is there anyway to forecast results based on current results?
This is absolutely 👍
@YouExec
Жыл бұрын
Thanks so much, Aariph! Many more spreadsheets and videos coming your way!
Awesome spreadsheet. Curious if you can generate reports based on per customer. Basically a sales report for a specific customer based on either open, closed etc opportunities?
@YouExec
Жыл бұрын
Hey Jacques! Unfortunately, this particular functionality isn't available currently. However, I did pass this feedback along to our content team to consider for upcoming spreadsheets!
Very nice - and no vba! I was curious how the dynamic Kanban bins were created; great example of a well mapped spreadsheet. Thank you.
@YouExec
Жыл бұрын
Thanks so much, Yves! More spreadsheets and resources are coming your way!
@caciocavalloster
Жыл бұрын
Were you able to download teh template? Would you be able tot share it?
Love this solution. Is there any possibilities to download existing .xls data to appear on the spreadsheet instead of populating them line by line ? Thank you.
@YouExec
Жыл бұрын
Hi! You can download the template from the video if you click the link in the KZread description! You'll be directed to our site where you can enter your email to get access to this and hundreds of other resources! Let us know if you have any other questions!
Your download for Google sheet and Excel are obtain with date fields in the Sales pipeline not working, and dates in the pipeline section of that same sheet are sometimes 22/01/2022 and other times 10/01/22 Bummer, if you fix it, I'd like to give Exec another shot. :)
Hi There, I've subscribed and tried to Make a copy of the full version for Google Spreadsheet. But it says that the file is deleted. Can u help me with this? I've paid...
how to learn for create spreadsheet ?
This is absolutely good. I just downloaded it now, but I am not able to access the dashboard sheet. How do I resolve this, please?
@YouExec
Жыл бұрын
Hi Lotus Capital Limited - you have to unhide it. Reach out to hi@youexec.com if you have further issues and we'll help you out.
Amazing! Can we get a new link to download the spreadsheet? The one in the description doesn't seem to work.
@YouExec
Жыл бұрын
Hi! The link should be working now. Try it again and let us know if you have the same error!
great spread sheet. How or where would be ideal to place a "Location" section for the leads?
@YouExec
5 ай бұрын
Hello! If you want to add a section/column about the "location" or any other information regarding the Lead, you can add a column in the 'Sales Funnel' tab. If this doesn't answer your question, please send an email to our support team at hi@youexec.com who can better assist you. Thank you so much!
Hello! I'd like to add some filters, is there a video in which you teach that?
@YouExec
11 ай бұрын
Hello! Our support team would be happy to help. Send an email to our team (hi@youexec.com) with what type of filters you are trying to add.
This is sooo helpful! Is there a way to get free access to the sales dashboard? Already unhided the analysis tab but still it's useless without dashboard data/ sales dashboard...someone knows how can I get this for free?
@YouExec
7 ай бұрын
Hi! Thank you so much! The sales dashboard is only available for You Exec Plus users so you'll need up to upgrade your membership in order to have access.
How to create account in youX to download this template?
@YouExec
Жыл бұрын
Hello! If you click the link at the top of the description of this video, you'll be taken to a page where you can enter your email address and download the template. If you still have a hard time figuring it out, send an email to hi@youexec.com and we shall help you out! Thank you!
@caciocavalloster
Жыл бұрын
@@YouExec Same for me. Error is: Page couldn't be found
I can’t get it to download. Can someone help please
@YouExec
Жыл бұрын
Hi Crystalle, let us know what you are experiencing and we'd be happy to help you. Our support team email is also hi@youexec.com if you'd prefer to send an email. Thank you!
Sign up link is broken?
@YouExec
Жыл бұрын
Hi Jeff! So we can further help you, what happens when you click the link / aka what message appears?
I just downloaded it, How can I add more fields under PIPELINE DISPLAY
@YouExec
Жыл бұрын
Hi! Please send an email to our support team at hi@youexec.com and we'd be happy to help solve this issue for you!
@caciocavalloster
Жыл бұрын
Woudl you be able to share it?
How did Noah make 56k in sales from 0 sales
Be nice if your template did not require an account setup. Free means free, no strings attached.
@YouExec
8 ай бұрын
You could bypass it by entering a made up email like ilovecandy@candyland.com