Sales Pipeline Template

Sales Pipeline Template. Sound financial tracking begins with the accurate recording of sales. The Daily Sales Report (DSR) is the core tracking element for controlling cash, sales performance, and forecasting future sales.

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NOTE: Single-User pertains to a limited Single User License where the template can only be used by one single user; while Multi-User is a license for users sharing the template with up to 20 members. Please refer to Terms of Use and License and Permitted Use for clarification.

A Sales Pipeline Template is a management tool used by businesses, sales reps, and managers in order to extract the most relevant daily sales data such as the number of closed deals, client conversations, opportunities created, and many other sales-related KPIs.

When it comes to daily reports, you don’t want to get too focused on outcome-dependent metrics. Instead, you want to focus more on process metrics.

Sales Pipeline Template Key Features

– Effectively track the performance of our sales team.

– Simple solution to manage and visualize sales performance

– Monitor sales progress daily to increase productivity

– Follow your team’s sales performance

– Greater employee involvement and motivation

Sales Pipeline Template available visualizations

Sales Control | Here you will post all the sales information, from the products or services sold, to which customers, values, negotiation status, and other data will form the reports and dashboards automatically.

Information Registration | Area to record the products or services sold by your company, to record your customers (and their information), which sales channels you use, forms of payment, and the segmentation of customer information (CRM).

Sales Goals | You will be able to set overall sales goals for your business, as well as specific targets for each sales channel.

Sales Reports | Here you will find a general report with the most comprehensive results of your sales (values ​​sold, comparison with goals, etc.), you will have a second report, specific to the analysis of sales channels and a third one to visualize the participation of customers in your general income.

Sales Control Dashboards | The dashboards show you the key sales and charting control indicators that make analysis and decisions easier.

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