Here are some great tools for customer pipeline management. These Google Sheet and Excel spreadsheets were built to help any organization better keep track of where their customers are at in the pipeline and how much value is at each stage.
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This Google Sheets tool was built so the user can see what their expected annual sales are likely to be based on the value of closed deals and future deals. That number is then compared to an annual sales goal and the user can go in and check how close the organization is to the target throughout the year. The official term is a 'sales gap planner'. Some really cool logic was built to load in and analyze existing contracts.
This spreadsheet includes a performance tracker so historical sales records can be analyzed by $ volume / count and by car type / category basis. It could be adopted to a wide range of industries where customers move through various stages and can buy various types of products / categories of products. It comes in an Excel and the Google Sheets version. There is a pretty cool meeting manager in here as well that will alert the user of all upcoming meetings within the existing week.
Excel and Google Sheet versions - Track how your job quotes and estimated costs compare to actual job revenue and costs. See key metrics for GP$/% and against multiple job types for any selected date range. This dashboard will give deep insight into job success or lack there of. Set targets and see green when things are exceeding goals. Awesome visualizations included as well as a monthly KPI view with year over year stats.
Original KPI Dashboard ($45)
This was the first of many database structures that I built to show how invoices can be tracked in order to show all sorts of performance visualizations over time. Examples of items tracked include product/service type, salesperson, client type, and over a total of 10 data points. There is also an invoice lookup feature.
This Google Sheets tool is for enterprise customers that have some probability to renewal at some point in the future. Based on these probabilities, the tool will generate an expected 5 year revenue forecast. The user loads in contract terms, percentage chance to renew, total value of contract, and start month of contract and the model will do the rest.
Sales Pipeline Tracker ($45)
This is the original pipeline management system I built. It works with a macro for the input of customer data and then reports total contract value closed by product type and by salesmen over time. The total contract value closed by customer will also display. A the status types are: Pipeline New, Pipeline Lost, Contract Started, Contract Lost. A 'pipeline' data entry means it never made it to contract started. This sheet gives a nice layout for how you can track things and is fairly easy to expand to more salesmen, product types, and customers by extending formulas.
This Excel spreadsheet is somewhat similar to the above, except the user can see performance based on a funnel visualization as well as gauges for single data point performance tracking (win rate / average deal value / sales cycle length).
Sales tracking refers to the process of monitoring and analyzing sales data to gain insights into the performance of a business and make data-driven decisions. You can do just that with this monthly and year-over-year sales tracker. It is already formatted and printable for 8.5 x 11 and has an Excel and G Sheet version. Just dump in your sales data and run the reports.
This is a general CRM tool to enter new customers into and update their status as they move through the sales pipeline. Visuals and calculations will automatically update based on changing the customer status column. Also, there is a tab that will automatically display the customers in each stage and they auto-update when the status changes.
The usability spans across many industries, from car salespersons to real estate agencies and any organization where customers move through stages of on-boarding.
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