Sales Pipeline Tracking Model: CRM for Excel

Many organizations look to paid SaaS companies when managing their sales pipeline and/or CRM systems. This does cost a monthly fee and sometimes ends up not being used properly or not used at all because of user interface problems. Here, you get a one time purchase Excel template that lasts forever.


$45.00 USD

The template will be immediately available to download after purchase. Check out all sales pipeline management spreadsheets here. Last Version Update: 11/27/2020

sales pipeline management

The model uses an input card to enter all relevant data that is to be attached to a change of status in your sales pipeline and the macro then pulls it in an organized fashion.

Example Fields Include:
  • Date
  • Revenue type (up to 4)
  • Amount
  • Salesmen
  • Action type (new sales pipeline, new contract won, contract closed, pipeline lost)
  • Contract field
  • Customer Name
The input card can easily be made to handle all the different fields that you want to be able to track on a customer or contract-by-contract basis.

On the primary summary, you will be able to see the net contract value won and pipeline value added on an annual basis numerically/visually as well as the specific amount of lost value in contracts/pipeline. Also, you can plug any date range in and see the resulting net transactions.

From there, the model also has visual aspects with charts that show relative salesmen's performance over time (quarter/month) and the movements in each sales pipeline action over time. This gives the organization the ability to see how the value of its pipeline is changing over time and exactly where that change is being driven from.

The purpose of this CRM template is to be more of a big-picture tool that is detailed enough to give the ability to report and analyze performance in a highly dynamic and specific way.

As always, I have tried to make everything as automated and dynamic as possible to minimize the time it takes to use as well as the effect of human error. Note that many of the fields that go into the database can be made to pull from various tables that are conditional-based as well as drop-downs. The less manual data entry, the better its integrity.

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