Empower your Government workflow with pipeline tracking spreadsheet for Government

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[Music] hi today we'll have a look at how to use the sales pipeline template first let's go to the settings page perfect this is where we set up things such as language currency and where we established different statuses for our leads let's go into the translation tab as you can see we already have quite a few languages set up we have english french portuguese and spanish however you can still add a new language by translating all the expressions in the list once this is done you can go back to the settings and change your language here now let's go to our leads database [Music] this is where we enter all of our leads and their details we will go through the process of adding one together let's call him elon musk for the company tesla and we'll just put a random phone number same thing for the email perfect let's say this client is worth 50 000 usd um for the contact date we'll set it as today's date which is the 30th of june and finally for the lead status we will identify him as a new lead for now perfect we can also add notes here that could help us manage this lead better for example if he's eager to work with one of our salesman john smith or if he recently contacted our competitor and got a cheaper quote finally let's analyze the results firstly always click to update this is to ensure that our dashboard are displaying the latest data great as you can see we can easily view all our prospects by status including our latest lead elon musk let's go to the dashboard now once again always click to update here we have an overview of sales and lead metrics with for example the number of leads that were won or lost and their value can also visualize this by percentage based on value or number of leads several other metrics such as total pipeline value or leads per status etc allows us to have an overview of your leads we have now reviewed the sales pipeline template in its entirety enjoy