Overview

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.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 visualisations

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 that will form the reports and dashboards automatically.

Information Registration | Area to record the products or services selled 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.

Reviews Add a review
No reviews yet

More From finmodelslab.com - financial model templates

Browse our top rated business templates. See All
OKR Template TRIAL
947
14
Get started with Objectives & Key Results with our OKR Template along with a short guide on how to use…
Medical Record Template Dashboard TRIAL
1,074
11
Medical Record Template helps the doctor to know the patient’s health history. Medical Record Templatewill help you to track the…
Rental Property Spreadsheet Template TRIAL
1,026
24
Here you'll find a simple Rental Property Spreadsheet Template to help you better analyze your potential investment properties and make…
Social Media Metrics Dashboard TRIAL
961
17
A social media dashboard is a reporting dashboard used to track engagement metrics across multiple platforms in one place. Social…
SWOT Analysis Template TRIAL
1,065
61
Editable SWOT analysis template that can be used in Business Plan or Pitch Deck.A SWOT analysis is a simple and…
Daily Time Tracking Spreadsheet Dashboard TRIAL
1,024
26
Free Get Daily Time Tracking Spreadsheet Dashboard for FREE for Employee Time Tracking in Excel. For Business owners and HR…
See All