Sales pipeline template

Sales pipeline template is a sales example with predefined style and format that shows the goals and planning of the sales person. A well drafted sales pipeline sample can help sales professionals achieve the sales goals and targets.

Sales Pipeline Overview

Sales pipeline needs to have a clear understanding of the sales pipeline stages. There are different stages in the sales pipeline: initial contact, the follow up appointment and final buy decision. Managing your pipeline starts with your very first contact with a new lead. After you’ve opened the conversation with the prospects, it is important to identify who you are speaking and whether the person has authority to buy from you. The process and help you increase sales efficiency and save you time.

Sales pipeline needs to have a specific and measurable sales planning. After you have identified those prospects that have shown strong interest in your product or service, you need to arrange a follow up discussion or meeting with the clients. You need to schedule your appointments with prospects as early as possible, and respond promptly to any requests for information. Studies show that these is the decisive factors in success of sales.

Sales Pipeline Template Layout

There is sales example you can download for reference, however, you may design your sample sales pipeline template based on your sales stages and requirements if you use common spreadsheet such as Excel. During the design process, it is important to take into account the sales pipeline format, sales pipeline layout and sales pipeline outline in the sales pipeline example.

The first key part in the sales pipeline template is the sales pipeline overview. In the section, you may give a brief introduction of your sales targets and sales goals, the sales pipeline purpose and objectives etc.

The second key part in the sales pipeline sample is the main part. In the section, you may give details of the sales pipeline. What is the sales opportunities? What is the current stage of the sales lead? What is the sales forecast of the sales lead? For example, The Sales Lead:__; The Contact Details of the Prospect:__; The Sales Stages:__; Total Sales Estimate:__; Future Sales Action plan:__ etc.

The last key part in the sales pipeline example is the tracking and feedback. In the section, you need to give information on the progress of the sales lead. You also may give your comments and conclusion on the progress, these feedback may help you improve in the future.