Sales Funnel Template
Sales Funnel Template
or free at https://app.salesflare.com
GRAND TOTAL - -
Expected
Stage Value Probability
Revenue
$ 2,308,000 - $ 1,114,400
Lost $ 89,000 0% $ -
Lost $ 50,000 0% $ -
Lost $ 13,000 0% $ -
late by Salesflare 🚀
Expected
Creation date Team member Progress to Won
Close Date
- - - -
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
- -
7/5/2022 Follow-up
6/23/2022 Follow-up
Follow-up
Follow-up
Discuss proposal
Discuss proposal
Discuss proposal
Discuss proposal
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.
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.
Days 10
Once you've set your targets, head back to the 'Checklist' sheet.
Won $721,000
Target $600,000
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
Company D $ - Donna
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:
$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%
33% Won 8
100% Lost 3
0% Fridge 0
0%
ue vs. Target per rep