Q: What’s included in the template?
A: Slides for managers to fill in: Rep rollup, quarter-to-date progress, and leadership slide to present team forecast.
Slides for reps to fill in: Pipeline numbers, key deal breakdown.
Data: How to identify (and course correct) top deal risks in your pipeline.
Leadership: Use this template to share progress with leadership.
Q: Does the sales pipeline template include an excel?
A: Unlike our Sales Forecast Template, this template is used to run better pipeline review meetings with your team and help your reps de-risk their deals, own their pipeline, and strategize a path to closed-won.