It is important to understand why deals are lost. Deals Lost – Lost Reason Dashboard with Deal Lost ReasonĮvery sales pipeline will have deals lost. This allows you to identify any bottlenecks in your sales process and improve sales cycle efficiency. It also shows how long each stage of your sales funnel took. You can see how many days it took to close a deal won versus a lost deal. The Dashboard shows how many days in average it takes to close a deal. Time Taken to Close Deals (Sales Velocity) Average Days to Close (Sales velocity) Take actions accordingly to refine the deal selection process or improve the specific stage activity to increase conversion. Know which stage the deals are dropping off. View number of deals that go through each stage of your pipeline process. Sales Funnel performance Sales Pipeline Excel Template – Sales Funnel (Pipeline) View the Key metrics Won Deals, Lost Deals, Conversion Rate, Avg Days to Close Deal & Avg Deal Value. Sales Pipeline Excel Template – Sales Pipeline Funnel KPIs The Sales Pipeline Excel Template provides a fully automated and interactive dashboard with effective Sales Funnel KPIs. All In One File – 2000 deal limit (default) can be extended easily if neededĪUTOMATED & INTERACTIVE DASHBOARD Sales Funnel KPIs.Track all sales activities related to customer and prospect communications.Data Validations in place to ensure good quality data.Customize (up to 12) Sales funnel stages. Simplified data management by tracking all your sales deals in one sheet.View Active Pipeline with projected sales by month and expected deal value.Actionable Insights on what type of deals are working.Automated & Interactive Dashboard with Sales Funnel KPIs.Track all activities related to customer relationship management in one file.Actionable insights on what type of deals are successful.
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