Empower Your Pharmaceutical Business with the Pipeline Tracking Tool for Pharmaceutical

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let me show you the secret to becoming the data and spreadsheet hero of your sales team on coefficients website you can find a free gallery of some of the very best Google Sheets and Excel templates that connect a live Sales Systems like Salesforce and HubSpot on these templates we've predefined the most important metrics that sales operations Specialists are trapping we've built charts tables and more reviews to make it even easier to track these metrics week over week and month over month here you can see a few of our templates that are available for free online but today we're going to take a closer look at one of my favorites the Salesforce pipeline analysis templ simply drop your email in this form and you'll get a free copy saved to your Google Drive and just like that here's our dashboard at the top we have some high level charts showing us for example how much pipeline is being generated each month and how that compares to last year which is shown with this dotted line it also tells us how much we've won in sales and what our win rate is and how those compare to last year at the same time period and finally it'll show us our sales monthly velocity which essentially tells us how quickly deals are moving through our pipeline if we scroll down we get a bit of a breakdown with the actual raw numbers that were used to put together these charts and this is a great way to track real time numbers as they shift at the top we have these handy filters that are predefined so we can look at a specific opportunity type like new business or existing business we can also filter on a sales team or even an individual sales room as you can see this dashboard is connected to my live Salesforce CRM I can always manually update it by clicking refresh but to make this even more powerful let's open coefficient from the top extensions menu and we'll set up an automatic refresh schedule so whether I'm working that day or not this dashboard will always need live for anyone who's depending on it simply click into our uh import and we'll apply a refresh schedule this can be once a day or even every single hour if we want and we'll just click save once we're happy with the setup there we go this is just one tab in this sales operations dashboard template I encourage you to check out the other tabs we have an annual sales performance dashboard showing high level summary of which regions and industries you're selling best into as well as a sales to Target dashboard which can be very useful because as we all know it's difficult to maintain and track sales targets or quotas directly in Salesforce I hope you find this template useful please take a look through our entire gallery at coefficient .io