Sales Pipeline Tracking And Reporting
Sales PipelineTracking and ReportingTemplate Set Getting Started GuideThe Sales Pipeline Tracking and Reporting template setprovides sales leadership with visibility into the sales pipelineacross your organization. 2018 - 2019. All Rights Reserved.Smartsheet Inc. Patents and Patents Pending.smartsheet.comLast Updated: August 9, 20191
PageSales Pipeline Tracking and ReportingTemplate Set Getting Started GuideREQUIREMENTS: This template set hasis designedbeen designedfor Businessto utilizeandtheEnterprisefull suite ofPlanfunctionalityusers. If you’reavailableon ina TeamSmartsheet.or IndividualSelect plan,plansyoudocan havenotstill useaccesstemplateto all set,premiumhowever,featurespremiumlike Dashboards,features, suchAutomatedas dashboards,Actions,Automatedand ActivityActions,Log. If Activityyou areLogon etc.a limitedwill notplanbeyouavailable.can stillIdentifyusethe yourtemplateplan setandhoweveruser typenot all premium functionality will be available. Click here to see a list of discontinued plans.Get the Template SetClick the link below and the template set will be added to yourSheets folder, you can find it on the left side of the screen underSheets.Sales Pipeline Tracking and Reporting Template SetWhat’s Included in the SetWith the Sales Pipeline Tracking and Reporting template set, leadership will gain visibility and glean criticalinsights into the sales pipeline across your organization.Current Opportunities ReportA running log of current salesopportunities.Sales Pipeline SheetOne location to manage andtrack all sales prospects.Sales Pipeline Overview DashboardA dashboard that summarizes key sales metricsin real-time.2
PageSales Pipeline Tracking and ReportingTemplate Set Getting Started GuideSet UpUsing a workspace is a best practice when building a collaborative process. Workspaces allow you to centralize your workand control sharing with different stakeholders.Step 1:Create a New WorkspaceOpen Home. From the home menu, click the Create button in theupper right hand corner. From the drop-down menu, selectWorkspace. Name the workspace.Learn more:Workspaces Overview, Workspace Sharing, Home TabStep 2:Drag the Files into WorkspaceSelect the template set folder under your Sheets folder. Drag anddrop the folder down to the workspace you just created.Learn more:Manage Items in a Workspace (Add, Move, Remove)3
PageSales Pipeline Tracking and ReportingTemplate Set Getting Started GuideCustomizeStep 3:Setup the Sales Pipeline Overview DashboardThe Sales Pipeline Overview dashboard centralizes all of the elements of your pipeline and summarizes keymetrics in a real-time view. Dashboards consist of different widgets that pull in live information from othersheets and reports.A.Replace the logo placeholder with your own logo in the Image widget.B.The Pipeline Summary is a Metric widget that pulls in live values from your Sales Pipeline sheet.C.Number of Opportunities by Rep and Opportunity Statuses are Chart widgets that create a barchart and a column chart from the formulas in the metric section of your Sales Pipeline sheet.D.Resources is a Shortcut widget with links to your other sheets and reports. Feel free to add ashortcut to the URL for the sales opportunity form and other documents and resources.E.Current Opportunities is a Report widget that displays your live report in the dashboard.BACDELearn more:Make Changes to an Existing Dashboard, Viewing and Sharing a Dashboard, Widget Types for Smartsheet Dashboards4
PageSales Pipeline Tracking and ReportingTemplate Set Getting Started GuideStep 4:Setup the Sales Pipeline SheetTrack all of your sales opportunities in one location on the Sales Pipeline sheet.A.Add or rename columns to best fit your organization’s needs. Right-click on the Sales Stage columnand click Edit Column Properties to customize the stages in the dropdown menu. Repeat this stepto modify the Status and Probability dropdown lists.B.Both Customer Contact Name and Sales Rep are contact list columns that track the name andassociated email address.ALearn more:Sheets, Contact List ColumnB5
PageSales Pipeline Tracking and ReportingTemplate Set Getting Started GuideStep 5:Setup the Sales Pipeline SheetThe Sales Opportunity form is how sales reps submit information about leads to the Sales Pipeline sheet.A.In the Sales Pipeline sheet, click on Forms in the top menu to customize the submission form.B.Click on Manage Forms and then Edit to customize the existing fields. You can add or remove fields,change field titles or descriptions, and modify Form Options.C.Mark fields as required that you want to ensure sales reps complete.D.Set your form to be filled out only by a registered Smartsheet user to limit the form.E.Click Save to close the form builder and copy and save the URL displayed. Email the URL for theform to the sales rep so they can easily submit opportunities to the Sales Pipeline sheet from theirmobile device or other desktop browser.ABCDELearn more:Forms, Edit Existing Fields6
PageSales Pipeline Tracking and ReportingTemplate Set Getting Started GuideStep 6:Understand the Metrics on the Sales Pipeline SheetThe metrics hierarchy at the top of your sheet consists of several locked rows with formulas in themthat are tracking overall metrics across your pipeline. There are also a few sum children functions inrow 16 of the Opportunity, Forecast Amount, and Weighted Forecast columns. These formula valuesare then surfaced in metrics and charts on your Sales Pipeline Overview dashboard. Before deleting orediting rows in this sheet look at how they work in the dashboard.Learn more:Create and Edit Formulas in Smartsheet, Lock or Unlock Columns and Rows7
PageSales Pipeline Tracking and ReportingTemplate Set Getting Started GuideStep 7:Use the Current Opportunities ReportThe Current Opportunities report allows you to see all of the sales opportunities currently in play.A.Open the report, click on the ReportBuilder, and select the Sales Pipelinesheet in the Where? field.B.Using the Columns button, select allof the columns you would like todisplay in the report, including theSales Stage column.ABC.CAIn the What? field, filter the report toif the Sales Stage is not Blank, notClosed Lost, and is not Closed Won.Learn more:Report BuilderStep 8:Customize the DashboardProvide a central location for your team to get updates on sales opportunities. Easily customize thedashboard to include your sales resources by editing Resources in the Shortcut widget.A.Click Edit, to start editing thedashboard.B.Hover over the Resources widgetand a widget options menu willappear at the bottom left corner.C.Click Edit (pencil icon) to modifyshortcuts.Learn more:Make Changes to an Existing DashboardABC8
PageSales Pipeline Tracking and ReportingTemplate Set Getting Started GuideStep 9:Share Your Sales Pipeline Tracking and Reporting Template SetSharing is the best way to collaborate with othersinvolved in your projects. You can share your entireworkspace with members of your department, or shareindividual items within the workspace. For moreinformation on sharing and permission levels, check outthis infographic.Learn more:Workspace SharingFEEDBACK: Let us know what you think of the Sales Pipeline Tracking and Reporting Template Set! Share your feedback here.9
Aug 09, 2019 · Sales Pipeline Tracking and Reporting Template Set What’s Included in the Set With the Sales Pipeline Tracking and Reporting template set, leadership will gain visibility and glean critical insights into the sales pipeline across your organization. Sales Pipeline Sheet One location
Pipeline device hardware, Pipeline network, the Pipeline host hardware, the Pipeline application software and the Pipeline media disk storage systems. Each of these components is described below. Pipeline device hardware Pipeline device hardware has up to four independent channels with SDI I/O for capture and play out. The SDI
sales pipeline are critical skills for any sales manager. But the sales pipeline management process can often be challenging and overwhelming. In order to set the sales team up for success the sales manager must first make a realistic assessment of the existing pipeline process. The sales manager should identify and define or redefine the .
A key metric that Sales Managers routinely focus on is sales pipeline. Dynamics 365 provides managers with a complete view of forecasted sales, with the ability to segment the pipeline by product, by territory, by salesperson, or by sales stage. In this example the sales pipeline is displayed as a sales funnel segmented by sales stage.
Page 2 of 22 ODNR‐DSWR Pipeline Standard 12‐3‐13 Pipeline ‐ The pipeline and its related appurtenances. Pipeline Company ‐ The entity responsible for installing the pipeline, its successors, and assigns, on its own behalf and as operator of the company. Right‐of‐Way ‐ Includes the permanent and temporary easements that the pipeline company acquires
Page 2 of 22 ODNR‐DSWR Pipeline Standard 12‐3‐13 Pipeline ‐ The pipeline and its related appurtenances. Pipeline Company ‐ The entity responsible for installing the pipeline, its successors, and assigns, on its own behalf and as operator of the company. Right‐of‐Way ‐ Includes the permanent and temporary easements that the pipeline company acquires
and Hazardous Liquid pipeline risk models. Operators establish risk models to address risk and improve safety within their respective pipeline systems. Pipeline risk models are a foundational part of the assessment of operational pipeline risk. Federal pipeline safety integrity management (IM) regulations require pipeline operators to use risk
Sales Prospecting Build a sales pipeline Step #2 A sales pipeline is a visual representation of your sales process, from finding a lead to closing a deal. Each category of your sales pipeline can vary in time depending on your type of industry and specific prospect. However, most sales pipelines
The Dissident Daughter chronicles Sue’s process as she re-writes this narrative, and she maps the journey in four stages, shown here only in the most cursory of summaries: the recognition of a “feminine wound” and her struggle to conceive a “feminine self” (Part One: Awakening); her introduction to the
