Download Sales Task List and Pipeline Manager Template In Excel

Assigning your sales person to specific clients and monitor their progress should be as easy as asking them to report to you regularly. Issues arise when there are many sales have monitor and many clients have to handle by your sales people. So, You may need a tool like Sales Task List and Pipeline Manager to help you organize it and prevent any lost opportunities because of not serving your clients as expect.

Sales Task List

This Sales Task List and Pipeline Manager spreadsheet should help you to accommodate it. It is create using Microsoft Excel. Without any Macros functions that will make you use and switch between Windows and Mac Operating System without problem. Thus, It will be fit nicely if your sales methodology is base on pipeline method. Sales pipeline is define as an organize approach on selling products/services. Usually, it is implement in project based sales where any transactions need several stages to close successfully. So, The number of stages as well as its stages definition could differ among companies but the goal is the same, closing the sales with success.

Pipeline Manager

With this ready-to-use tool, you won’t miss any opportunities which should convert into your company sales. Any success and failures will record to be analyze by your sales and marketing team to develop new strategies to improve its results.

This tool is created with 3 basic steps on organizing and monitoring company’s sales

  1. RECEIVE inquiries/leads: Organizing all receiving inquiries/leads in one worksheet. All receiving inquiries will treat as prospects or the initial stage of sales pipeline.
  2. ASSIGN sales to process: Organizing all sales assignment in one worksheet. You must select a right sales person to handle a prospect client.
  3. MONITOR the progress: Monitoring all pipeline progress, one employee – one worksheet. You can see and analyze your sales every day and when it seems you are going to lose a client. You can take a decision right away, either you assign other sales or you handle it by yourself. There are maximum 10 customize pipeline stages you can define.

And there are summary worksheets and funnel/pipeline chart that can help you to evaluate your company performance. Especially your sales employees performance.

Moreover, If you are looking for an excel spreadsheet to organize all of this sales-client prospects progress  Monitor them in daily bases, this Sales Pipeline Management Spreadsheet should be suitable for :

  • A Sales Manager who manages plenty of sales persons
  • A Project Manager who manages plenty of clients
  • Sales staffs who want to organize their leads

Thus, With this tool, you can focus more on processing sales prospects since all administration job can be done easily by typing their sales stage results in correct places.

Download this Sales Task List and Pipeline Manager 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 Task List and Pipeline Manager 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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