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How can sales manage...

Question

How can sales managers use this tool to collect and track everyone's data?

Sales managers can use this tool to collect and track everyone's data by inputting leads into the sales funnel. This includes all relevant data such as the status of the lead, the stage of the lead, and their priority level. These inputs will be critical to the pipeline and dashboard.

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Now that you've established all your customizations, it's time to input your leads. Go to the sales funnel, where all lead and prospective customer information can be added. Make sure to include all relevant data, including the status of the lead, the stage of the lead, and their priority level as these inputs will be critical to the pipeline and dashboard.

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Preview of Sales Pipeline
Spreadsheet
7 Sheets
2 Formats

Preview (7 sheets)

Input fields for fully customizable pipeline Sheet preview
Leads input sheet Sheet preview
Sales funnel kanban board Sheet preview
Sales funnel kanban board with filters (full view)  Sheet preview
Sales dashboard with filters Sheet preview
Sales dashboard win ratio Sheet preview
Sales dashboard with top sales reps leaderboard Sheet preview

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