Enter your email business to download and customize this spreadsheet for free
Apart from the methods mentioned in the content, you can also customize the look of a sales pipeline by adjusting the color scheme, changing the layout, adding or removing stages, and integrating it with other tools for additional functionality. You can also customize the data fields for each lead to display more relevant information. Remember, the goal is to make the pipeline as useful and intuitive for your sales team as possible.
Question was asked on:
First, the user will go to the Fields tab to input their sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally. Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display and the input fields. The pipeline display indicates what lead information is to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.
Asked on the following spreadsheet:
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 3 out of 5 sheets
Enter your email business to download and customize this spreadsheet for free
Download full spreadsheet
Quarterly
Do you find that most of your sales efforts go to waste? Understand the top reasons why people fail to generate new sales and become a true sales hunter. Read this summary to learn how to sharpen your sales weapons, the magic words to use, and the most effective structure for your sales story.
Does your team need better ways to close leads? Don’t miss your sales targets due to misqualified leads or poor sales controls. Extract from our compilation of best sales practices that includes frameworks like dynamic pricing models, prospect qualification, contract lifecycle management, ABC analysis, and more.
Everyday, hundreds of sales presentations are met with insipid feedback and rejection. To avoid this, invest more energy and labor into the discovery and preparation process and deliver a top-notch client presentation with this customizable Sales Pitch Deck to hear nothing but a solid “Yes!” in the end.
How do you stand out and acquire customers in an increasingly oversaturated field? A strong customer acquisition strategy is more than just competing for attention. Use this Customer Acquisition deck to help get organized as you segment, prospect, qualify, and maintain high-value leads.
How do you juggle multiple high-priority tasks across an entire sales lifecycle? A well-balanced strategy. Plan, analyze, market, and drive your sales team with this Sales Strategy deck. Segment your target customers and organize your sales team to maximize returns. And don’t forget to use sales control tools to assess performance and improve progress.
How can you effectively convert visitors into loyal customers? Populate our Sales Funnel slides to analyze the beginning to end of the customer journey and make your venture an unstoppable marketing win.
Expand the market presence of your product and exceed sales goals by applying the time-tested model of AIDA: Attention, Interest, Desire, and Action. Use our AIDA Sales Model presentation to track your progress and explore new ways to market.
Customize our new Sales Review presentation to motivate your team. Use our Sales Review presentation to summarize findings from the year’s performance and lay out the blueprint for a more productive and fruitful year ahead.