The status of a given lead can be determined by checking the status field in your sales funnel. This field indicates the current status of the lead.

Asked on the following spreadsheet:

resource preview

Sales Pipeline

Need to fix a broken sales team? Manage lead funnels and visualize sales pipelines with a kanban board visualization and sales dashboard to track top...

download
Download this spreadsheet

Get 3 out of 5 sheets

Excel Copy Google Sheets
Not for commercial use

Or, start for free ⬇️

Download and customize this and hundreds of business spreadsheet templates for free

Voila! You can now download this spreadsheet

Download

spreadsheet Preview

View all chevron_right

Question was asked on:

The input fields indicate the stages of your sales funnel, unique to each sales team, as well as the status of a given lead and the sales rep in your company. Keep in mind the stage and status fields are capped at 15 inputs, so choose your most important stages or lead status. Up to 120 sales reps can be added, but if you need more, simply add new rows below.

Questions and answers

info icon

Alternatives to using a kanban board visualization in sales could include Gantt charts, pipeline dashboards, or CRM systems that provide a visual representation of the sales process. These tools can also help to track the progress of leads and manage sales reps.

A sales rep can manage their funnel to win more deals by effectively tracking and managing the stages of their sales funnel. This includes understanding the status of each lead and prioritizing the most important stages or lead statuses. Additionally, they should be aware of their position within the sales team and continuously strive to improve their performance.

View all questions
stars icon Ask another question