In this article, we will show you how to use our call sheet template in Google Sheets. Read on to learn more!
You can make a copy of this sales pipeline template in Google Sheets for free. Don't request for permission to edit, simply go to File > Make a copy.
Below, we explain how to use our sales pipeline template in Google Sheets:
Review the columns, such as "Contact Name" and "Sales Rep," to understand what data you’ll input. These columns organize your sales pipeline for easy tracking. This structure helps keep important details about each lead organized and actionable.
Start by entering your leads for each quarter. For example, add "John Doe," "Jane Smith," and "Bill Gates" under Quarter 1, and "Alice Lee," "Mark Taylor," "Samantha Clark," and "Tom Hanks" under Quarter 2. Filling this information by quarter helps you manage timelines effectively.
Input the size of each deal and the probability of closing it. For example, enter "$12,000" and "70%" for Jane Smith in Quarter 1. This step helps forecast your potential revenue for each quarter.
Multiply the size of each deal by its probability to get the weighted forecast. For example, Jane Smith’s $12,000 deal with a 70% probability gives a weighted forecast of $8,400. This calculation helps estimate realistic revenue.
Update the deal’s status, such as "Active" or "Closed," and enter the next action, like "Follow Up Email." Apply these steps to both Quarter 1 and Quarter 2 leads. Keeping this information up-to-date ensures smooth management of your pipeline.
Enter the projected closing dates and any relevant notes. For example, add "02/15/2024" for Jane Smith and "05/22/2024" for Tom Hanks. Tracking deadlines helps you manage your sales goals across quarters.
Feel free to customize this layout based on your specific needs!
We hope you now have a better understanding of how to use our sales pipeline tracking template for Google Sheets.
If you enjoyed this article, you might also want to check out our Google Sheets general ledger template and Google Sheets budget template for couples.
