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Sales funnel kanban board

Sales funnel kanban board

Dive into the 'Sales funnel kanban board', a brilliant module in the 'Sales Pipeline' spreadsheet. As one of the keystones of sales management, an effective visualization of the sales pipeline becomes paramount. This model helps in exactly that, providing the sales teams with an efficient kanban board for tracking their workflow, leads, and KPIs. The real charm unveils when the model becomes fully customizable to any sales workflow, fostering accuracy in revenue estimates. But, there's something for everyone. Sales managers and reps both can leverage this, leading their sales funnels toward winning more deals.

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Sales Pipeline

Excel

7 Sheets

Sales Pipeline

Google Sheets

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
Sales Pipeline Spreadsheet preview

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Preview

Sales funnel kanban board Sheet preview

Full 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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