Sales Funnel Management Template

Sales funnel is the place to put sales leads. The sales funnel should have some stages that start from the lead to the stage of delivery. The lead that enters the funnel could be a great sample, the needs are identified by the sales representative, then the meeting and quote occur, and to make the quote to become an order, the follow up should be done. When there is new prospect leaves the funnel, you can hope for new sale and get the customers. The Sales Funnel Management Template will enable the process management and tracking the progress on the funnel’s multiple stages and the overall portfolio. The sales funnel tracking is important process in funnel management. You will not get the chance to maximize every lead potential without the tracking.

Sales Funnel Management Template - Excel

Sales Funnel Management Template

The Importance of Sales Funnel Tracking
No matter how many your customers are, you will have deals in kinds of stages and the forecast deals that will come soon. By tracking the funnel, you can manage leads, track tasks, follow up the quotes, setting reminders, etc. If your funnel has been inserted a lead but you don’t track it, the relationship management will be not effective and you might lose many things. Juggling the things manually is not an easy work. You could lose many customers because of the slow works. By using a Sales Funnel Management Template, you can save time from the easy tracking process. You can have more chances because of the free schedule as well as get more customers.

The Work of Excel Sales Funnel Management Template
The excel sales funnel tracking will give information about the base of your customers and know your opportunities within every customer. It also will help identifying fast about the deals you have in every sales process stage. It also will help moving along the things as well as preventing stale deals. By using this excel template of Sales Funnel Management Template, you can make some reports to the managers or vendors about the forecast. In this way, you can have inventory in sufficient amount and you can allocate the resources, as well as allow you to illustrate the job efficacy easily.

With the report, you also can demonstrate the relationship management skills to other people that need quickly and in details. When you get something wrong, you can find the factors by accessing the data. In the time when you need to know the happening trend, the sales funnel tracker will help identifying the root causes that are potential. Besides, you also can make the right bottle necks strategically in the process.

Track the Sales Funnel Now
For such great importance of the sales funnel management tracker, you should have it as the part of your management system. Find the best excel template and purchase or download it from a reputable source. Then, you can have smooth management of business and easiness to touch your customers. Therefore, just get the excel template to fulfill your needs of sales funnel management tracking.

  Sales Funnel Management (1.2 MiB, 622 hits)

Other useful templates...