All templates
/
Spreadsheets
/
Sales Pipeline
/
How does the 'Sales ...

Question

How does the 'Sales by status' chart in the Sales Pipeline spreadsheet help in managing the sales workflow?

The 'Sales by status' chart in the Sales Pipeline spreadsheet helps in managing the sales workflow by providing a visual representation of the sales status. It counts how many sales from the filter data are either won, lost, open, on hold, or any other status you attribute to your customized funnel. This allows for a quick and easy understanding of the current state of sales, enabling efficient management and decision-making.

This question was asked on:

The "Sales by status" charts first count how many sales from the filter data are either won, lost, open, on hold, or whatever other status you attribute to your customized funnel. The chart below counts the deal value of leads across each status based on the filter data. The "Opportunities vs won sales" chart counts how many opportunities resulted in won sales over the last year and the last week.

Asked on

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

Join for free.
Get new presentations each week.

Receive new free presentations every Monday to your inbox.
Full content, complete versions — No credit card required.

OR

Trusted by top partners