Sales Pipeline Tracker - Funnel and Gauge Visualizations (Excel XLSX)

Being able to see a quick snapshot of your current customer pipeline is vital for decision making. This template gives you the structure to enter data and adjust customer status / values as they change. Don't fly blind, use this easy tracker to start quantifying how much is on the table. It will help you know where you are on goals.

This is a sales pipeline dashboard that lets an organization track their real time data for customer funnel status. There are 5 configurable status types as well as won/lost.

The database tab lets the user enter data about each prospective client and adjust (by selecting a new status from the dropdown menu) as they move through different stages. The visualizations in this template are astounding.

You have dynamic gauges as well as funnels that show the value of various metrics as well as the potential value at each pipeline stage and the count of customers in each stage based on whatever data has been entered.

Gauge Visualization Metrics:
•  Open Opportunities
•  Value of Open Opportunities
•  Average Opportunity Size ($)
•  Win Rate
•  Average Sales cycle (start to finish)

The values of the gauge that result in the low/mid/high sections can be configured dynamically. A few additional tracking summaries are included.

The first lets the user enter their expected yearly sales goal/plan, billings to date, and then takes the current pipeline ‘forecast' into account and shows if you are on pace to hit your yearly sales goal or not.

The Excel file automatically tracks the current start/end date of whatever year it is and will measure data entries against that to calculate the YTD billings tracker.

There is also a conversion funnel visual to help estimate expected sales based on 4 levels of conversion starting with traffic.