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Sales Pipeline Tracker Template Excel

The document is a sales pipeline tracker template that lists potential clients and deals in the sales pipeline, including the client name, address, contact details, anticipated sale amount, stage in the pipeline, and probability of closing for each opportunity. It also shows the total anticipated value of the pipeline and a list of salespeople and the regions they cover.

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koyangi jagiya
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411 views6 pages

Sales Pipeline Tracker Template Excel

The document is a sales pipeline tracker template that lists potential clients and deals in the sales pipeline, including the client name, address, contact details, anticipated sale amount, stage in the pipeline, and probability of closing for each opportunity. It also shows the total anticipated value of the pipeline and a list of salespeople and the regions they cover.

Uploaded by

koyangi jagiya
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

Sales Pipeline Tracker Template

Date Executive's Name Region Client's Name Address of Company Contact Person Designation Contact No.

12/1/2019 Adam East Apex International New York Peter Manager 9876543210

12/5/2019 Adam East ABC Ltd New York Sam Owner 1234567890
Purchase
12/15/2019 Cathy North Silver Nest Inc San Francisco Miller 1231234560
Manager
Total Anticipated Pipeline Business
Anticipated Volume Anticipated
Pipeline Stage Client Concerns Priority Sale Probability Status
of Sales Closing
Product Guarantee
$100,000 Rate Negotiation Jan-20 2 75% Open
Period
$115,000 Product Demo Sales Support Jan-20 1 95% Closed

$85,000 Product Demo Warranty Feb-20 60% Rejected


$300,000
Sales Pipeline Tracker Template

Executive's Client's Address of Contact Anticipated Volume Client Anticipated


Date Region Designation Contact No. Pipeline Stage Priority Sale Probability Status
Name Name Company Person of Sales Concerns Closing

Product
Apex
12/1/2019 Adam East New York Peter Manager 9876543210 10/14/2173 Rate Negotiation Guarantee 1/1/2020 1/1/1900 12/30/1899 Open
International
Period

12/5/2019 Adam East ABC Ltd New York Sam Owner 1234567890 11/9/2214 Product Demo Sales Support 1/1/2020 12/31/1899 12/30/1899 Closed

Silver Nest Purchase


12/15/2019 Cathy North San Francisco Miller 1231234560 9/19/2132 Product Demo Warranty 2/1/2020 12/30/1899 Rejected
Inc Manager

Total Anticipated Pipeline Business $300,000


Sr. No Salesperson Name Region
1 Adam East
2 Bob West
3 Cathy North
4 Daniel South
5 Emanuel East
6 Fred West
7 Gibbs North
8 Heither South
9 Isabella East
10 John West
11 Kathy North
12 Lily South
13 Mandy East
14 Noah West
15 Oliver North
16 Patrick South
17 Queen East
18 Roger West
19 Solly North
20 Timber South

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