Sales Pipeline.xlsx

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	R
1	Status	%			Instructions: Begin by identifying the account name. This should be the company or organization that you are targeting. Next, determine the probability of closing the sale. This can be based on factors such as the size of the company, the decision-makers involved, and the strength of your relationship with the account. Assign a percentage value to the probability, based on the status. Check the green box on the left side for reference.Determine the status of the sale. Again use the reference provided. This will help you track the progress of the sale and identify any potential roadblocks. Finally, determine the annual revenue potential of the account. This will help you prioritize your sales efforts and focus on the accounts with the highest potential return. Once you have filled out this information, add the account to your sales funnel and continuously monitor the progress and update the information as needed. This will help you effectively manage your sales pipeline and increase your chances of closing more deals.
2	Identified Potential Prospect	10												1,000,000
3	Contacted Potential Prospect	20												10
4	Qualified	60
5	Submitted Proposal	80
6	Signed Proposal / Won	90
7	Signed Proposal/Won/Paid	100
8	Lost
9	Set Aside to Nurture
10
11	Number of Clients			2023													Lead Measures
12	Products			Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total	Sales Calls
13	Customer A -		100000		1	3			2	2	1	1				10	Sales Meetings
14																0	Qualified Leads
15																0
16																0
17	Total Number of Clients			0	1	3	0	0	2	2	1	1	0	0	0	10
18	Revenue			2023
19	Products		MRR$	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
20	Products		100000	0	100000	300000	0	0	200000	200000	100000	100000	0	0	0	1000000
21				0	0	0	0	0	0	0	0	0	0	0	0	0
22				0	0	0	0	0	0	0	0	0	0	0	0	0
23				0	0	0	0	0	0	0	0	0	0	0	0	0
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25	Total Revenue			0	100000	300000	0	0	200000	200000	100000	100000	0	0	0	1000000
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28	Accounts	Committed	ARR $	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
29	ABC	Upside			100000
30	New Account 2	Forecast
31	New Account 3	Committed		5000			5000
32	New Account 4	Upside
33	New Account 5	Committed
34	New Account 6	Committed
35	Existing Account 7	Forecast
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37	Existing Account 1		5000		5000
38	Existing Account 2		20,000
39	Existing Account 3		50,000
40	Existing Account 4
41	Existing Account 5
42	Existing Account 6
43	Existing Account 7
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46	Best Case
47	Most Likely
48	Worst Case
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