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Sales Funnel Template

excel

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kevinjcoffman
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0% found this document useful (0 votes)
532 views70 pages

Sales Funnel Template

excel

Uploaded by

kevinjcoffman
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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Use this checklist to help you get started.

Step 1: Define your stages


In the 'Settings & Instructions' sheet:
Add each step (stage) of your sales process under the 'Stage name' column.
Assign a closing probability to each stage in the 'Probability' column.

Step 2: Set targets


In the 'Settings & Instructions' sheet:
Add/remove team members in the 'Sales rep' column.
Set your targets per team member.
For more detailed targets and insights, try Salesflare for free at https://app.sa

Step 3: Fill your funnel


In the 'Sales Funnel' sheet:
Add your current leads to the 'Sales Funnel' sheet and assign them a stage.
You can also add other data: size of the deal, expected closing date and sales
Feel free to add/remove columns from the 'Sales Funnel' sheet.

Step 4: Check your initial metrics


In the 'Insights' sheet:
Follow your progress in the insights dashboard.
The insights are calculated automatically for you based on your other sheets.
Click the red corners of tables/graphs to find out where they're calculated from

Step 5: Set a reminder every 2 weeks


In your calendar:
Do spring cleaning every one or two weeks.
Check up on all the deals in your pipeline and identify the ones that hold up th
You don’t have to get rid of them. Instead, put them in an alternative funnel o

Step 6: Upgrade to a smarter CRM


When you're ready:
Save time by letting Salesflare automatically enrich your data for you.
Find leads with Salesflare's email finder and LinkedIn sidebar.
Use code CRM25OFF for 25% off for the first 6 months.
'Stage name' column.
bility' column.

or free at https://app.salesflare.com

assign them a stage.


closing date and sales rep working on the deal.

d on your other sheets.


they're calculated from.

he ones that hold up the pack.


an alternative funnel or create a 'fridge' stage, to follow up on later.

ur data for you.


2022

Company Name Contact Name Contact Email

GRAND TOTAL - -

Company A Luke Skywalker [email protected]

Company B Oprah Winfrey

Company C Michael Jordan

Company D Rachel Green

Company F Beyoncé Knowles

Company G Harry Potter

Company H Katniss Everdeen

Company I Jordan Belfort

Company J Jon Snow

Company K Ivanka Trump

Company L Sherlock Holmes

Company M Michelle Obama

Company N Leonardo Di Caprio

Company O Daenarys Targaryen

Company P Harvey Specter


Company Q Marylin Monroe

Company R Ron Weasley

Company S Reese Witherspoon

Company T Will Ferrell

Company U Brad Pitt


Sales Funnel Template by Sale

Expected
Stage Value Probability
Revenue

$ 2,308,000 - $ 1,114,400

Won $ 163,000 100% $ 163,000

Won $ 13,000 100% $ 13,000

Won $ 127,000 100% $ 127,000

Lead $ 67,000 5% $ 3,350

Won $ 113,000 100% $ 113,000

Proposal made $ 79,000 50% $ 39,500

Proposal made $ 97,000 50% $ 48,500

Contacted $ 233,000 10% $ 23,300

Qualified $ 311,000 25% $ 77,750

Qualified $ 433,000 25% $ 108,250

Won $ 73,000 100% $ 73,000

Qualified $ 59,000 25% $ 14,750

Won $ 71,000 100% $ 71,000

Lost $ 89,000 0% $ -

Proposal made $ 109,000 50% $ 54,500


Proposal made $ 47,000 50% $ 23,500

Won $ 111,000 100% $ 111,000

Won $ 50,000 100% $ 50,000

Lost $ 50,000 0% $ -

Lost $ 13,000 0% $ -
late by Salesflare 🚀

Expected
Creation date Team member Progress to Won
Close Date

- - - -

22-Jan-2022 25-Nov-2022 Susan

1-Feb-2022 18-Jun-2022 Thomas

1-Jul-2022 11-Nov-2022 Laura

1-Jun-2022 3-Oct-2022 Michael

25-Sep-2022 Michael

18-Aug-2022 Samantha

11-Oct-2022 Susan

6-Sep-2022 Donna

25-Sep-2022 Thomas

18-Jul-2023 Donna

11-Dec-2022 Michael

6-Dec-2022 Laura

25-Nov-2022 Michael

18-Mar-2022 Donna

11-Aug-2022 Laura
6-Sep-2023 Thomas

13-Dec-2023 Donna

12-Nov-2023 Laura

3-Dec-2023 Laura

25-Mar-2023 Donna
Last
Next Step
interacted on

- -

7/17/2022 Get in touch

7/12/2022 Get in touch

6/13/2022 Get in touch

2/22/2022 Get in touch

7/5/2022 Follow-up

6/23/2022 Follow-up

Follow-up

Follow-up

Discuss proposal

Discuss proposal

Discuss proposal

Discuss proposal

Send contract for signing

Send contract for signing

Send contract for signing


Send contract for signing

Send onboarding material

Retarget later
This Sales Funnel Template was created by Salesflare, maker of intelligent CRM software.
You can grab a free trial from the website http://salesflare.com
The cells in the tables below are used to update other sheets automatically.
They're open ended tables so that you can add extra info to the bottom of them, if needed

PIPELINE
This sales funnel template has 7 stages, feel free to adapt this below.
You can add stages, change stage names, and adapt probabilities.
This is the probability that an opportunity in this stage will make it to "Won".
Don't change the name of 'Won' and 'Lost' stages.
This will break the insights calculations.

Settings: Customize the sales stages in your pipeline

Stage name Probability


Lead 5%
Contacted 10%
Qualified 25%
Proposal made 50%
Won 100%
Lost 0% Add stages & set
Fridge 0% probabilities here
elligent CRM software.

s automatically.
tom of them, if needed.

FOLLOW UP
Set the number of days after which you want to be reminded
to follow up with a lead.
to "Won".
After 10 days (default), the 'Last interacted on' cells in the
Sales Funnel' sheet will turn red, reminding you to follow up.

Settings: Follow up reminder

Days 10

Add sales reps & set


targets here
TARGETS
These targets are used in the 'Insights' sheet to calculate
For more detailed targets & insights, try Salesflare for free
at https://app.salesflare.com.

Once you've set your targets, head back to the 'Checklist' sheet.

Settings: Set yearly targets for your teammates

Sales rep 2022 Target


Team target $ 600,000
Thomas $ 100,000
Laura $ 75,000
Michael $ 75,000
Donna $ 125,000
Susan $ 100,000
Samantha $ 75,000
John $ 50,000
All tables and graphs on
Click the red corner on a grap
This sheet is protected
If you still want to edit this sheet, yo
2022
# won
Won Expected Avg value
opportunities
$ 721,000 $ 1,114,400 $ 90,125 8

Expected and Won revenue vs. Target


Expected $1,114,400

Won $721,000

Target $600,000

Target Won Expected

Team $ 600,000 $ 721,000 $ 1,114,400

Thomas $ 100,000 $ 13,000 $ 114,250

Laura $ 75,000 $ 177,000 $ 246,250

Michael $ 75,000 $ 257,000 $ 260,350

Donna $ 125,000 $ 111,000 $ 242,550

Susan $ 100,000 $ 163,000 $ 211,500

Samantha $ 75,000 $ - $ 39,500

John $ 50,000 $ - $ -
Sales Funnel Insights 🚀
All tables and graphs on this sheet update automatically based on data elsewhere.
ick the red corner on a graph/table to find info on how it's calculated and where you can edit it.
This sheet is protected because it updates dynamically based on complex formulas.
still want to edit this sheet, you can unlock it in 'Tools > Protection > Unprotect sheet. The password is:
salesflare
Average
Most sold Team closing
sales
rep %
cycle
Michael 73% 192

Closing %
100%
90%
80%
70%
60%
50% Closing % per rep graph?
40%
30%
20%
10%
0%
Thomas Laura Michael Donna Susan Samantha John

Earnings per account Closing %


Total Won
Account Name
Revenue Team

Company A $ 163,000 Thomas

Company B $ 13,000 Laura

Company C $ 127,000 Michael

Company D $ - Donna

Company F $ 113,000 Susan

Company G $ - Samantha

Company H $ - John

Company I $ -
Company J $ -

Company K $ -

Company L $ 73,000

Company M $ -

Company N $ 71,000

Company O $ -

Company P $ -

Company Q $ -

Company R $ 111,000

Company S $ 50,000

Company T $ -

Company U $ -
on data elsewhere.
nd where you can edit it.
complex formulas.
rotect sheet. The password is:

Total Expected Revenue vs. Target per rep


opportunitie
s $600,000
20
$500,000

$400,000

$300,000

$200,000

$100,000

$-
Thomas Laura Michael Donna Susan Samantha
Samantha John
Expected Won Target

#
Conversion
Closing % Stage opportunitie
to next stage
s
73% Lead 1 100%

100% Contacted 1 300%

67% Qualified 3 133%

100% Proposal made 4 200%

33% Won 8

100% Lost 3

0% Fridge 0

0%
ue vs. Target per rep

Donna Susan Samantha John

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