Description
A simple sales tracker for people who hate selling. Every conversation gets a stage, a value and a next step with a date, and due follow-ups light up.
What’s inside:
- Pipeline with source, stage, estimated and weighted value, last contact and next step
- Automatic DUE and OVERDUE follow-up flags
- Pipeline summary by stage, open value and win rate
- Monthly sales review that counts new people and wins for the month
- Editable stages, likelihoods and lead sources
- Filled-in example file and a printable PDF
Files: An editable .xlsx spreadsheet, a filled-in example file and a printable PDF, in one ZIP file. Works in Excel and Google Sheets (also opens in LibreOffice).
Nothing is locked. Edit, rename and adapt every part to fit your business.
Goes with the course: Sales for People Who Hate Selling ($79). The course teaches the steps; this template gives you a ready-made place to do them.
Save with a pack: this template is part of the Marketing and Sales Template Pack and the All Templates Pack.
Instant download after purchase, with 30 days to download. For use in your own business or job. Please do not resell or share the files.
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