Is lack of visibility into your sales process affecting productivity? Are committed deals slipping past expected close dates? Are your revenue forecasts hit or miss?
Use this sales funnel template to track opportunities across each stage of your pipeline. Plan your next steps, forecast sales revenue, and close more deals.
No need to build a sales funnel from scratch. Get everything you need to track and manage your opportunities across the sales cycle from qualification to close.
Keep detailed tabs on your opportunities and see where they are in the sales funnel. With this information, you can tailor your sales pitch and improve your chances of closing the deal.
Forecast revenue and measure sales performance across your entire team. Premade formulas automatically calculate forecast data in seconds.
Customize the template and add sales funnel stages to fit your exact sales process. Or, use the template as it is to start managing your opportunities right away.
Update the status of each opportunity as you work with them. The sheet will automatically forecast expected revenue based on its forecast category and win probability.
See exactly where opportunities are dropping off in the funnel. Implement new strategies to improve your sales process and close more deals.
Track the value of each opportunity to see the total value of your entire sales pipeline.
Don’t let your opportunities stall in your funnel. Use this template to keep track of “next steps” with each prospect and build deal momentum.
Tracking individual opportunities couldn’t be easier. Simply click the dropdown list and select the right stage to move qualified leads forward in the sales funnel.
Forecast categories let you classify opportunities and determine the likelihood of closing the deal. Use this part of the template to prioritize your sales efforts.
Set expected close deals for each opportunity. Use it to project quarterly forecasts and identify deals that are at risk of slipping past their expected timelines.
As opportunities move through your funnel, the template automatically calculates their forecast value based on win probabilities. Use it to identify pipeline gaps and modify your sales strategy.
Following up with potential customers is key to boosting win rates. See the exact date you interact with prospects so you can follow up on time.
Track quotas for each sales rep and identify gaps in their pipeline, including how much they need to hit their sales targets.
Use this sales funnel template to see where your most promising opportunities are.
Ready-to-use sales funnel templates for Excel and Google Sheets, all 100% free to use.
Q: What’s included in this sales funnel template?
A: You’ll get immediate access to a sales funnel template to manage opportunities across the customer journey and forecast sales revenue. All you need to do is enter your email address.
Q: Who is the sales funnel template for?
A: This template is perfect for the following:
Q: What format are the sales funnel templates sent in?
A: The template was created in Google Sheets, but you can also save the file to your desktop and open it in Microsoft Excel.
Q: Why is a sales funnel important?
A: An effective sales funnel allows you to visualize the steps that prospective customers take on the path to conversion. It can also help you identify potential bottlenecks in your sales process. For example, if drop-off rates are high in the purchase decision stage, you know your sales team is struggling to convert prospects. By addressing this issue, you can create a more effective sales process and boost your win rates.
Q: What are the stages of a sales funnel?
A: With this template, you can organize your opportunities into the following stages:
Q: How does a sales funnel template work?
A: Using this template is straightforward. Start by adding the names of each rep on your sales team. Then, add the stages of your sales process and your forecast categories. From here, you can enter new opportunities and update their status as they move through each funnel stage.
Q: Looking for more sales tips?
A: Here are some resources to check out: