Sales pipeline

Stage and Tier as dropdown chips, a frozen deal column, and a Forecast tab whose every figure is a cross-sheet formula.

Use this templateSheets template
Sales pipelineStage and Tier as dropdown chips, a frozen deal column, and a Forecast tab whose every figure is a cross-sheet formula.

Pipeline

ABCDEF
1DealStageAmountWin %WeightedTier
2Northwind TradersNegotiation$48,00070$33,600Commit
3Globex MediaProposal$36,00050$18,000Likely
4Initech CloudDiscovery$22,00025$5,500Pipeline
5Umbrella RetailClosed won$54,000100$54,000Commit
6Soylent FoodsNegotiation$41,00065$26,650Likely

Forecast

ABCD
1ForecastValue
2Raw pipeline$201,000
3Weighted forecast$137,750
4Avg win probability62%
5Deals won1
6Commit deals2
7Largest deal$54,000
8Pipeline coverage1.46
9
10StageDeals
11Discovery1
12Proposal1
13Negotiation2
14Closed won1
15Closed lost0
Weighted forecast
013500270004050054000Northwind TradersGlobex MediaInitech CloudUmbrella RetailSoylent Foods336001800055005400026650Weighted
Weighted forecast data
CategoryWeighted
Northwind Traders33600
Globex Media18000
Initech Cloud5500
Umbrella Retail54000
Soylent Foods26650
Pipeline by stage
Discovery: 1Proposal: 1Negotiation: 2Closed won: 1Closed lost: 0
Pipeline by stage data
LabelValue
Discovery1
Proposal1
Negotiation2
Closed won1
Closed lost0