Empower your business with sales pipeline management in IT architecture documentation

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This template is focused on helping you, as  a sales manager, achieve four main goals:   One - track and monitor sales. You can track  and monitor all your sales to know exactly   what stage they're currently in. Two - track  team performance. You can monitor your team   members' performance both individually and as a  team, to identify who is excelling and who might   need additional support. Three - strategize to  meet goals. You'll always know where you stand   in the current month and how far you are from your  goal. This allows you to strategize ingly to   meet your Target by the end of the month. Four -  analyze financials. You can analyze the financials   involved not only for the sales you won but also  for the ones you lost. This helps you understand   how much more Revenue you could have made and  what open sales you still have the potential to   convert. And all of that is projected by month and  by quarter so you know whether your strategies are   giving results or if you need to change them.  These functionalities are organized into four   main tabs in the template: the sales pipeline,  the team dashboard, the operational dashboard   and the sales dashboard. The sales pipeline tab  is a highly customizable tab that allows you to   select exactly the sales you want to monitor  by using the filters at the top. You can also   choose the information you want to display in  the cards in the pipeline. To customize this,   go to the fields tab within the pipeline display  section and select the fields you want to show   and visualize in the pipeline. The sales file  tab this is the core of the template where all   sales data is housed. Based on the fields you've  chosen, you can decide which ones will appear in   the pipeline and get a preview in the fields tab.  You can also monitor specific stages of your sales   process to ensure nothing is overlooked. Team  dashboard: this dashboard focuses on individual   and team performance. You can see if your team  members are meeting their goals, how many sales   they are winning or losing and how they compare to  each other. This side by-side comparison helps you   quickly identify top performers and those who may  need additional support. Operational dashboard:   this dashboard provides immediate insights into  the current month's performance and allows you   to filter by month and year. You can see how  sales are distributed across different stages   and the total sales volume. Additionally, you  can track where your sales are coming from and   analyze the conversion rates for different service  types, helping you identify the most effective   strategies. Sales dashboard: this dashboard covers  all Financial aspects including goals, closed   sales, lost sales and monthly distributions. To  access all of these dashboards, enter customer   details and sales data in the Sales funnel tab.  You'll also input sales goals by salesperson and   by month to automatically compare these against  actual sales. Understanding the concepts of won   and lost sales is crucial for calculating your  win rate, your loss rate and overall progress   towards your goals. In the sales funnel tab,  define the status of each sale as won, lost   or any other status you choose. To consider a sale  as won or lost, follow these two steps: Define the   status as won or lost and enter the closed date to  signal when the sale was actually closed. Only by   completing these steps will a sale be considered  won or lost. Otherwise, it remains an open sale   with the potential to be closed. By utilizing this  template you can streamline your sales management   process make data-driven decisions and ultimately  drive more revenue. Thank you for watching.