Filetype Excel XLSX | Posted on 15 Aug 2022 | 4 years ago
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digital resources
300x Filetype XLSX File size 0.15 MB Source: downloads.salesflare.com
Sheet 1: Checklist
| Use this checklist to help you get started. | ||||
| Step 1: Define your stages | ||||
| In the 'Settings & Instructions' sheet: | ||||
| Add each step (stage) of your sales process under the 'Stage name' column. | ||||
| Assign a closing probability to each stage in the 'Probability' column. | ||||
| Step 2: Set targets | ||||
| In the 'Settings & Instructions' sheet: | ||||
| Add/remove team members in the 'Sales rep' column. | ||||
| Set your targets per team member. | ||||
| For more detailed targets and insights, try Salesflare for free at https://app.salesflare.com | ||||
| Step 3: Fill your funnel | ||||
| In the 'Sales Funnel' sheet: | ||||
| Add your current leads to the 'Sales Funnel' sheet and assign them a stage. | ||||
| You can also add other data: size of the deal, expected closing date and sales rep working on the deal. | ||||
| Feel free to add/remove columns from the 'Sales Funnel' sheet. | ||||
| Step 4: Check your initial metrics | ||||
| In the 'Insights' sheet: | ||||
| Follow your progress in the insights dashboard. | ||||
| The insights are calculated automatically for you based on your other sheets. | ||||
| Click the red corners of tables/graphs to find out where they're calculated from. | ||||
| Step 5: Set a reminder every 2 weeks | ||||
| In your calendar: | ||||
| Do spring cleaning every one or two weeks. | ||||
| Check up on all the deals in your pipeline and identify the ones that hold up the pack. | ||||
| You don’t have to get rid of them. Instead, put them in an alternative funnel or create a 'fridge' stage, to follow up on later. | ||||
| Step 6: Upgrade to a smarter CRM | ||||
| When you're ready: | ||||
| Save time by letting Salesflare automatically enrich your data for you. | ||||
| Find leads with Salesflare's email finder and LinkedIn sidebar. | ||||
| Use code CRM25OFF for 25% off for the first 6 months. |
| This Sales Funnel Template was created by Salesflare, maker of intelligent CRM software. | |||||||
| You can grab a free trial from the website http://salesflare.com | |||||||
| The cells in the tables below are used to update other sheets automatically. | |||||||
| They're open ended tables so that you can add extra info to the bottom of them, if needed. | |||||||
| PIPELINE | FOLLOW UP | TARGETS | |||||
| This sales funnel template has 7 stages, feel free to adapt this below. | Set the number of days after which you want to be reminded | These targets are used in the 'Insights' sheet to calculate | |||||
| You can add stages, change stage names, and adapt probabilities. | to follow up with a lead. | For more detailed targets & insights, try Salesflare for free | |||||
| This is the probability that an opportunity in this stage will make it to "Won". | at https://app.salesflare.com. | ||||||
| Don't change the name of 'Won' and 'Lost' stages. | After 10 days (default), the 'Last interacted on' cells in the | ||||||
| This will break the insights calculations. | Sales Funnel' sheet will turn red, reminding you to follow up. | Once you've set your targets, head back to the 'Checklist' sheet. | |||||
| Settings: Customize the sales stages in your pipeline | Settings: Follow up reminder | Settings: Set yearly targets for your teammates | |||||
| Stage name | Probability | Days | 10 | Sales rep | 2022 Target | ||
| Lead | 5% | Team target | $600,000 | ||||
| Contacted | 10% | Add sales reps & set targets here | Thomas | $100,000 | |||
| Qualified | 25% | Laura | $75,000 | ||||
| Proposal made | 50% | Add stages & set probabilities here | Michael | $75,000 | |||
| Won | 100% | Donna | $125,000 | ||||
| Lost | 0% | Susan | $100,000 | ||||
| Fridge | 0% | Samantha | $75,000 | ||||
| John | $50,000 |
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