Organise sales opportunities, track follow-ups and review your pipeline in Excel.
Includes 300 prepared opportunity rows, editable sales stages and lead sources, weighted pipeline calculations, follow-up alerts, a dashboard and monthly review.
Your download contains a blank workbook, a fictional sample workbook, setup instructions, a usage licence and support terms.
Designed for Excel 2019+ desktop and Microsoft 365. Excel software is not included. No macros required.
Won contract value is separate from cash received. Alerts appear inside the workbook; the tool does not send external reminders.

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