Streamline your document management with pipeline tracking spreadsheet in Affidavits

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hi this is a short demonstration of a simple spreadsheet that I've put together to help me to keep track of mine leaves and things within Excel ace and when you open this file you should get this security warning because there's some macros and backgrounds you just need to click on options and enable this content and click OK and then it will work for you and what you'll see is just a bog-standard spreadsheet I've stuck in some headings here so as you get an inquiry you would literally put in the date so it's twenty first of may 2013 the name of the person who's just made an enquiry so much bob and bob is pharma company a and you can put all the phone numbers mobiles and just if you have a record of all their contact details as well and in this column you just put what were they interested in so in the instance back for Lacey might be interested in a workshop in this column you could put in what the value is that you expect to be able to sell to them so my workshop 279 pounds so we can put that in there what you'll see up at the top here is this formula calculates and the total of that column so it will just keep adding on as we have new inquiries through in this column you can put in the sauce where that person has heard about salaries from so it could be that it was from networking that you've met them and thought there you can track you know of the country website is it from social media is that a referral from somebody and the existing client okay this column you can use just to add some notes so you could put in that you're spoken to Barb when you speak to them again in a week you could update the notes as to you know maybe he's going on holiday and contact them in June or you know whatever and the the notes are see keep track of what's happening with each of these leads okay these last three columns I'm are really where the spreadsheet becomes quite powerful and in this column you can put in the action so it could well be that I've set up a meeting with Bob so my next action will be to return that meeting I might have a rain and in this column you can put in the date that are arranged to meet so 28 of my and now this column is the only one that isn't just your bog-standard spreadsheet and i put in a picklist in here so you'll see this arrow appears to the right of the cell when you click on it you click on the arrow you get a list of three different options and in that cell you'll only be able to end one of those options so at this stage the stage of safar inquiry for barb he is still a potential clients so if I select potential for my list you'll see that the whole Road changes to yellow I'm start enables need to easily identify which of the potential clients and which ones aren't and if I was choose client then client turns green and dead so if Bob actually have the meeting says he's not interested I'll take change into dead so he'll go black so it just focuses my my attention when I'm looking at this spreadsheet to effectively ignore the black ones for the time being okay so I'll put Bob back to potential and so that is as simple as it is to enter your information in there and this sheet here I've just set up some dummy information so I've already populated it with quite a few inquiries you can see there's a mix of colors and where I said some of time declined some our still potential and some have gone dead and the total of this sheet is 35,000 hundred and forty since virtually fishsticks grand where the business gone through potentially this spreadsheet and what I can then do is use these filters so there's a little drop-down arrow at the top of every color so on any one of those columns I can and click on the drop-down list and I can filter by the colors so i can say just shame of the yellow ones so if else by yellow this is all potential business you'll see that this value up at the top changes so that adds just a total of those potential ones that we filtered it by so potentially if i was to turn all of these leads into business I've got 14 and 15 grands worth of business there so that's quite motivating factor for me to actually pick up the phone follow up these and fire these now the other thing you can use a spreadsheet for and is the date of the next action so using the filters again when you use a filter on a date column it groups everything in two months and years for you and so at the moment select all has been ticked so it's showing everything in that column I can narrow that down just so show me may I can also expand my and pick out a particular date or a particular week and but for now we'll just say show me all of may so it narrows down that list again these are all my potential leads that need further action during May so that bana factor becomes my to-do list and what I need to work through as I work through these things I can update the notes I can then update the the action and the date of the next action and again I can just update the status if and then they turn to a client or they become dead okay so just put in your information in that that way and then becomes quite powerful you can actually use it really useful II can be other things that I've done here I've added to or the sheets and these both red so that indicates because I just use color coding for everything indicates that these are pivot tables and the pivot tables will take all of this information and summarize it for us and I set these up for you already see if you click into the sauce as you click on to that sheet it will update for any changes that were just made to the other spreadsheet so what this pivot table is showing is everything that has a status of client and you can just change those as you need to if you wanted to look at the different and the different statuses and then it lists for Ross and the value and I've everyone is turned into the clients based on whatever referral source at our I've put in so there you can see that nineteen thousand pound attending to business and this then charts exactly the same thing so sixty one percent from networking twenty-six percent from social media 13 sent via referrals so that really focuses me that the the main thing that brings in business for me will be networking and I can also see there there's nothing and there's no referrals that come through for example my website and so therefore it might be something that I want to consider looking at and making that generate more business for me and so very useful tool this second sheet here is actual and pipeline now what this does and you've got pivot table here that shows very month and by status so that's our 3590 36,000 pounds worth of business and this is showing the different statuses and what the values are for those statuses and then obviously it graphs them here I just right click and press refresh we get pounds on bin here and what this chart is showing is that the Green Line is all those dead so for me I'd be quite happy just keep an eye on that and make sure that those the values of the dead leads are not creepy not much higher than this and not everyone's ever going to say yes to you obviously and bought as long as that's not giving sort of open up knob that would indicate a problem and the blue line is showing the values and the terms of actual business so you can see that it's always been over 4,000 pound so that is generally what my sales will be so that that's going great and from April and obviously that will be actuals and because we're still in May and we potentially at this stage wouldn't have had anything turn into business so that indicates this red line which is all the potential which is effectively your pipeline gaming forward and the trick really is to make sure that your pipeline is almost at the same level or the expected level of your sales so it looks like for me I've got a pilot business in the pipeline from a in June at my expected level of what my sales are so therefore I could be quite happy but unless i generate some more leads to top up my pipeline july and august i am not going to achieve my normal level of sales so that would pin point me towards a right what is my best way of generating leads go back to the source Oh networking so I know the dry august i need to do some more networking so that i can build that pipeline into this line starts coming up here all of this information is generated by simply populating the spreadsheet she's very very simple to do and so i'm going to set attach this file for you and have a go for your own business and just see how you find it and obviously this can be adapted for how ever you needed the colors can be changed you can change these statuses to something more suitable for your business and but it's just a very very simple tool to use but it's very very powerful and please don't hesitate to give me a shout to believe me help with it thanks