Download Sales Conversion and Deal Tracker Template In Excel

Excel Your Sales Conversions: Introducing Our Free Deal Tracker Template

In the realm of sales, understanding your conversion rates, tracking your deals effectively, and setting well-informed annual goals are essential factors for success. With this in mind, we’re excited to offer you our free and user-friendly Sales Conversion and Deal Tracker template in Excel. This power-packed tool is designed to help you effortlessly navigate your sales journey, providing key insights and metrics to fuel your business growth.

In this blog post, we’ll delve into the template’s features and its inbuilt formulas, highlighting the benefits and how it can revolutionize your sales process.

Core Features of the Sales Conversion and Deal Tracker

1. Drop-off Rate Calculator and Conversion Rates Metrics

Our drop-off rate calculator provides a clear representation of the percentage of potential customers who discontinue their journey at each stage of your sales process. By entering the number of leads at each stage, the calculator automatically computes the drop-off rate, giving you insight into where potential customers are lost.

For illustration: if you input that you started with 100 leads and 50 of them moved to the next stage, the drop-off rate calculator will show a 50% drop-off rate.

The conversion rates metrics, on the other hand, demonstrate how efficiently your sales process is converting leads at each stage. By entering the number of leads that convert from one stage to the next, the metrics will reflect the percentage of successful conversions.

For example: if you had 100 leads and 10 of them converted into customers, the conversion rates metrics will show a 10% conversion rate.

2. Annual Goal Setting: Month-Wise and Quarter-Wise

The annual goal setting sheet provides a simple and clear format for you to input your sales targets for each month and quarter. You just need to enter your desired targets, and the sheet will aggregate these to present your annual sales goal.

Let’s say you have a sales goal of $10,000 for January and $12,000 for February. You input these figures into the corresponding cells, and the sheet automatically adds them to reflect your yearly goal. It also calculates your quarter-wise goals based on the monthly targets.

3. Sales Business Development Tracker: Deal Tracker

The deal tracker offers a comprehensive snapshot of your entire sales pipeline. Here’s how you can utilize each column:

  • Deal Stage: Input the current stage of the deal (Prospecting, Proposal Sent, Negotiation, Won, or Lost).
  • Deal Size: Input the potential revenue from the deal.
  • Probability of Winning: This would be your subjective estimate of winning the deal (in %).
  • Weighted Forecast: This is automatically calculated by multiplying the deal size by the probability of winning. For example, if the deal size is $10,000 and the probability of winning is 50%, the weighted forecast will be $5,000.
  • Expected Close Date: Input the date when you expect the deal to close.
  • Next Steps: A space for you to detail the next action items for progressing the deal.

This level of detail allows you to manage and track your deals effectively, ensuring nothing falls through the cracks and you’re always aware of the next steps.

With our Sales Conversion and Deal Tracker Excel template, you get a free, dynamic, and comprehensive tool that can elevate your sales process. Make the most of your sales data and drive your business growth today. Download our template and let us know how it works for you!

In conclusion, our free Sales Conversion and Deal Tracker template in Excel is a powerful, user-friendly tool that will streamline your sales process, provide valuable insights, and drive sales growth. Whether you’re setting goals, tracking deals, or analyzing conversion rates, this template has everything you need. Download it today and transform your sales strategy.

Start transforming your sales strategy with our free template

Download this Sales Conversion and Deal Tracker template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Sales Conversion and Deal Tracker Excel Template

Instruction :

All Excel templates and tools are sole property of User can only download and use the excel templates for their Personal use only. All templates provided by XLSX templates are free and no payment is asked. However, you are not allowed to distribute or share in any other website for sole purpose of generating revenue from it.

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