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SALES PIPELINE TRACKER
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Support Page
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Overview of Steps (Deals Sheet)
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1. Review 4 sales stages. Rename if necessary.
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2. Entering a new dealIndzara.com
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1. Enter basic deals data in the Deals table.
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2. Enter current stage in which the deal is.
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3. Enter win % as the chance of winning the deal.
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3. Updating a deal as you make progress
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1. Update Stage if the deal has moved forward to the next stage.
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2. Update Win % if it has changed over time.
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3. Enter Next Activity Date and Notes
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4. Closing a deal
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1. Enter Status (Won or Lost) if the deal is closed and you have either won or lost the deal.
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2. Enter Close Date
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5. Monitoring performance regularly to gain insights
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1. View active pipeline to know if you are on target to meet your goal
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2. View deal conversion rate and average time to win a deal
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3. Identify stages where deals are lost and work on improving
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