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 FoodsNorthwind Traders — Weighted: 3360033600Globex Media — Weighted: 1800018000Initech Cloud — Weighted: 55005500Umbrella Retail — Weighted: 5400054000Soylent Foods — Weighted: 2665026650Weighted
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