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Sales Pipeline Template

This document contains a sales pipeline and forecast for 4 quarters. It includes potential deals with company names, contacts, sales reps, size of deals, probability of closing, and weighted forecast. The total projected size of deals is $28 million with a weighted forecast of $14.4 million. It also includes a section to track deal status, projected closing dates, next actions, and additional notes.

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samveed
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216 views

Sales Pipeline Template

This document contains a sales pipeline and forecast for 4 quarters. It includes potential deals with company names, contacts, sales reps, size of deals, probability of closing, and weighted forecast. The total projected size of deals is $28 million with a weighted forecast of $14.4 million. It also includes a section to track deal status, projected closing dates, next actions, and additional notes.

Uploaded by

samveed
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
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SALES PIPELINE

LEAD
QUARTER 1

COMPANY NAME CONTACT NAME SALES REP

LEAD
QUARTER 2

COMPANY NAME CONTACT NAME SALES REP

LEAD
RTER 3

COMPANY NAME CONTACT NAME SALES REP


QUARTER 3

LEAD
QUARTER 4

COMPANY NAME CONTACT NAME SALES REP

GRAND TOTAL
FINANCE

PROBABILITY OF WEIGHTED
SIZE OF DEAL
DEAL FORECAST

$ 1,000,000.00 75% Err:509


$ 2,000,000.00 50% Err:509
$ 500,000.00 10% Err:509
$ 1,000,000.00 75% Err:509
$ 2,000,000.00 50% Err:509
$ 500,000.00 10% Err:509

$ 7,000,000.00 $ 3,600,000.00

FINANCE

PROBABILITY OF WEIGHTED
SIZE OF DEAL
DEAL FORECAST

$ 1,000,000.00 75% Err:509


$ 2,000,000.00 50% Err:509
$ 500,000.00 10% Err:509
$ 1,000,000.00 75% Err:509
$ 2,000,000.00 50% Err:509
$ 500,000.00 10% Err:509

$ 7,000,000.00 $ 3,600,000.00

FINANCE

PROBABILITY OF WEIGHTED
SIZE OF DEAL
DEAL FORECAST
$ 1,000,000.00 75% Err:509
$ 2,000,000.00 50% Err:509
$ 500,000.00 10% Err:509
$ 1,000,000.00 75% Err:509
$ 2,000,000.00 50% Err:509
$ 500,000.00 10% Err:509

$ 7,000,000.00 $ 3,600,000.00

FINANCE

PROBABILITY OF WEIGHTED
SIZE OF DEAL
DEAL FORECAST

$ 1,000,000.00 75% Err:509


$ 2,000,000.00 50% Err:509
$ 500,000.00 10% Err:509
$ 1,000,000.00 75% Err:509
$ 2,000,000.00 50% Err:509
$ 500,000.00 10% Err:509

$ 7,000,000.00 $ 3,600,000.00

$ 28,000,000.00 $ 14,400,000.00
Create Your Sales Pipeline in Smartsheet

ACTION

PROJECTED
DEAL STATUS NEXT ACTION
CLOSING DATE

ACTION

PROJECTED
DEAL STATUS NEXT ACTION
CLOSING DATE

ACTION

PROJECTED
DEAL STATUS NEXT ACTION
CLOSING DATE
ACTION

PROJECTED
DEAL STATUS NEXT ACTION
CLOSING DATE
ADDITIONAL INFO

NOTES

ADDITIONAL INFO

NOTES

ADDITIONAL INFO

NOTES
ADDITIONAL INFO

NOTES

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