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How does a Kanban-st...

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How does a Kanban-style pipeline differ from other sales pipeline management methods?

A Kanban-style pipeline differs from other sales pipeline management methods in its visual nature and adaptability. It provides a clear, visual representation of the sales process, making it easy for everyone on the team to understand the status of various deals at a glance. It's also fully customizable to any sales workflow specifications, allowing for flexibility and adaptability to specific team needs. Furthermore, it includes a dashboard to track top KPI metrics, providing a comprehensive overview of sales performance. This visibility into an up-to-date sales funnel leads to more accurate revenue estimates, better planning, and improved funnel management.

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Need to fix a broken sales team? Manage lead funnels and visualize sales pipelines with our spreadsheet template. The Kanban-style pipeline is fully customizable to any sales workflow specifications and includes a dashboard to track top KPI metrics. Usable by sales teams, individual reps, or sales managers who collect and track everyone's data all in one place. When everyone has visibility into an up-to-date sales funnel, estimated revenues are more accurate, managers can better plan ahead, and reps can better manage their funnels to win more deals.

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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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