Skip to content
Gallery
Free Resources
Free Resources
More
Share
Explore
Free Resources

icon picker
Sales Pipeline Tracker

Brought to you by Botanical
A streamlined sales pipeline is crucial for understanding the flow of potential deals, tracking progress, and forecasting revenue. This template is designed to help you manage your leads and opportunities more efficiently, ensuring that no potential deal slips through the cracks.

Instructions:

Fill in the details for each lead or opportunity.
Update the status and notes regularly to reflect the latest interactions or changes.
Review the tracker weekly to ensure timely follow-ups and optimize sales strategies.
⁠
Sales Pipeline Table:
Lead Name
Contact Info
Product/Service Interest
Initial Contact Date
Last Follow-up Date
Status
Estimated Close Date
Potential Revenue
Notes
1
John Doe
john@example.com
Software Suite A
03/01/2023
03/05/2023
Meeting Scheduled
04/01/2023
$5,000.00
Showed interest in features X & Y.
2
...
...
...
...
...
...
...
...
...
There are no rows in this table
⁠
⁠

Status Key:

New Lead: Initial contact made but no significant interaction yet.
Engaged: Ongoing dialogue, expressed interest.
Meeting Scheduled: Date set for a detailed discussion or presentation.
Proposal Sent: Detailed offer or quote sent to the lead.
Negotiation: Working out specifics, terms, and pricing.
Won: Closed the deal successfully.
Lost: Lead decided not to move forward.
On Hold: Lead has asked to revisit at a later time.
⁠

Tips for Using the Tracker:

Regularly Update: Ensure all data is current to make informed decisions.
Analyze and Reflect: Review which stages have the most drop-offs and strategize on improving those areas.
Prioritize Follow-ups: Based on the 'Last Follow-up Date' column, prioritize leads that might need a nudge.
Clean House Periodically: Remove leads that are no longer active or relevant, keeping the pipeline fresh and focused.
⁠

If you found this resource helpful and you are ready to growth your business through a systematic approach - schedule a call with us now.

⁠
Let's Talk Growth
⁠

⁠
Webclip.png
⁠
Growth, Naturally.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.