Use this checklist to help you get started.

Step 1: Define your stages

In the 'Settings & Instructions' sheet:
Add each step (stage) of your sales process under the 'Stage name' column.
Assign a closing probability to each stage in the 'Probability' column.

Step 2: Set targets

In the 'Settings & Instructions' sheet:
Add/remove team members in the 'Sales rep' column.
Set your targets per team member.
For more detailed targets and insights, try Salesflare for free at https://app.salesflare.com

Step 3: Fill your funnel

In the 'Sales Funnel' sheet:
Add your current leads to the 'Sales Funnel' sheet and assign them a stage.
You can also add other data: size of the deal, expected closing date and sales rep working on the d
Feel free to add/remove columns from the 'Sales Funnel' sheet.

Step 4: Check your initial metrics

In the 'Insights' sheet:
Follow your progress in the insights dashboard.
The insights are calculated automatically for you based on your other sheets.
Click the red corners of tables/graphs to find out where they're calculated from.

Step 5: Set a reminder every 2 weeks

In your calendar:
Do spring cleaning every one or two weeks.
Check up on all the deals in your pipeline and identify the ones that hold up the pack.
You don’t have to get rid of them. Instead, put them in an alternative funnel or create a 'fridge' sta

Step 6: Upgrade to a smarter CRM

When you're ready:
Save time by letting Salesflare automatically enrich your data for you.
Find leads with Salesflare's email finder and LinkedIn sidebar.
Use code CRM25OFF for 25% off for the first 6 months.
/app.salesflare.com

nd sales rep working on the deal.

old up the pack.

funnel or create a 'fridge' stage, to follow up on later.
2022

Company Name Contact Name Contact Email

GRAND TOTAL - -

Company A Luke Skywalker luke@companya.com

Company B Oprah Winfrey

Company C Michael Jordan

Company D Rachel Green

Company F Beyoncé Knowles

Company G Harry Potter

Company H Katniss Everdeen

Company I Jordan Belfort

Company J Jon Snow

Company K Ivanka Trump

Company L Sherlock Holmes

Company M Michelle Obama

Company N Leonardo Di Caprio

Company O Daenarys Targaryen

Company P Harvey Specter

Company Q Marylin Monroe

Company R Ron Weasley

Company S Reese Witherspoon

Company T Will Ferrell

Company U Brad Pitt

 Sales Funnel Template by Salesflare 🚀

Stage Value Probability Expected Revenue

$ 2,308,000 - $ 1,114,400

Won $ 163,000 100% $ 163,000

Won $ 13,000 100% $ 13,000

Won $ 127,000 100% $ 127,000

Lead $ 67,000 5% $ 3,350

Won $ 113,000 100% $ 113,000

Proposal made $ 79,000 50% $ 39,500

Proposal made $ 97,000 50% $ 48,500

Contacted $ 233,000 10% $ 23,300

Qualified $ 311,000 25% $ 77,750

Qualified $ 433,000 25% $ 108,250

Won $ 73,000 100% $ 73,000

Qualified $ 59,000 25% $ 14,750

Won $ 71,000 100% $ 71,000

Lost $ 89,000 0% $ -

Proposal made $ 109,000 50% $ 54,500

Proposal made $ 47,000 50% $ 23,500

Won $ 111,000 100% $ 111,000

Won $ 50,000 100% $ 50,000

Lost $ 50,000 0% $ -

Lost $ 13,000 0% $ -
by Salesflare 🚀

Expected
Creation date Team member Progress to Won
Close Date

- - - -

22-Jan-2022 25-Nov-2022 Susan 100%

1-Feb-2022 18-Jun-2022 Thomas 100%

1-Jul-2022 11-Nov-2022 Laura 100%

1-Jun-2022 3-Oct-2022 Michael 5%

25-Sep-2022 Michael 100%

18-Aug-2022 Samantha 50%

11-Oct-2022 Susan 50%

6-Sep-2022 Donna 10%

25-Sep-2022 Thomas 25%

18-Jul-2023 Donna 25%

11-Dec-2022 Michael 100%

6-Dec-2022 Laura 25%

25-Nov-2022 Michael 100%

18-Mar-2022 Donna 0%

11-Aug-2022 Laura 50%

6-Sep-2023 Thomas 50%

13-Dec-2023 Donna 100%

12-Nov-2023 Laura 100%

3-Dec-2023 Laura 0%

25-Mar-2023 Donna 0%
Last interacted
Next Step
on

- -

7/17/2022 Get in touch

7/12/2022 Get in touch

6/13/2022 Get in touch

2/22/2022 Get in touch

7/5/2022 Follow-up

6/23/2022 Follow-up

Follow-up

Follow-up

Discuss proposal

Discuss proposal

Discuss proposal

Discuss proposal

Send contract for signing

Send contract for signing

Send contract for signing

Send contract for signing

Send onboarding material

Retarget later
This Sales Funnel Template was created by Salesflare, maker of intelligent CRM software.
You can grab a free trial from the website http://salesflare.com
The cells in the tables below are used to update other sheets automatically.
They're open ended tables so that you can add extra info to the bottom of them, if needed.

PIPELINE
This sales funnel template has 7 stages, feel free to adapt this below.
You can add stages, change stage names, and adapt probabilities.
This is the probability that an opportunity in this stage will make it to "Won".
Don't change the name of 'Won' and 'Lost' stages.
This will break the insights calculations.

Settings: Customize the sales stages in your pipeline

Stage name Probability

Lead 5%
Contacted 10%
Qualified 25%
Proposal made 50%
Won 100%
Lost 0%
Add stages & set
Fridge 0% probabilities here
FOLLOW UP
Set the number of days after which you want to be reminded
to follow up with a lead.

After 10 days (default), the 'Last interacted on' cells in the

Sales Funnel' sheet will turn red, reminding you to follow up.

Settings: Follow up reminder

Days 10

Add sales reps & set

targets here
TARGETS
These targets are used in the 'Insights' sheet to calculate
For more detailed targets & insights, try Salesflare for free
at https://app.salesflare.com.

Once you've set your targets, head back to the 'Checklist' sheet.

Settings: Set yearly targets for your teammates

Sales rep 2022 Target

Team target $ 600,000
Thomas $ 100,000
Laura $ 75,000
Michael $ 75,000
Donna $ 125,000
Susan $ 100,000
Samantha $ 75,000
John $ 50,000
 All tables and gr
Click the red corner on
This sheet is pro
If you still want to edit this sheet, yo
2022

Won Expected Avg value # won opportunities

$ 721,000 $ 1,114,400 $ 90,125 8

Expected and Won revenue vs. Target

Expected $1,114,400

Won $721,000

Target $600,000

Target Won Expected

Team $ 600,000 $ 721,000 $ 1,114,400

Thomas $ 100,000 $ 13,000 $ 114,250

Laura $ 75,000 $ 177,000 $ 246,250

Michael $ 75,000 $ 257,000 $ 260,350

Donna $ 125,000 $ 111,000 $ 242,550

Susan $ 100,000 $ 163,000 $ 211,500

Samantha $ 75,000 $ - $ 39,500

John $ 50,000 $ - $ -
 Sales Funnel Insights 🚀
All tables and graphs on this sheet update automatically based on data elsewhere.
Click the red corner on a graph/table to find info on how it's calculated and where you can edit it.
This sheet is protected because it updates dynamically based on complex formulas.
If you still want to edit this sheet, you can unlock it in 'Tools > Protection > Unprotect sheet. The password is: salesflare

Average sales
Most sold rep Team closing %
cycle
Michael 73% 192

Closing %
100%
90%
80%
70%
60%
50% Closing % per rep graph?
40%
30%
20%
10%
0%
Thomas Laura Michael Donna Susan Samantha John

Earnings per account Closing %

Total Won
Account Name
Revenue Team

Company A $ 163,000 Thomas

Company B $ 13,000 Laura

Company C $ 127,000 Michael

Company D $ - Donna

Company F $ 113,000 Susan

Company G $ - Samantha

Company H $ - John

Company I $ -
Company J $ -

Company K $ -

Company L $ 73,000

Company M $ -

Company N $ 71,000

Company O $ -

Company P $ -

Company Q $ -

Company R $ 111,000

Company S $ 50,000

Company T $ -

Company U $ -
 elsewhere.
ere you can edit it.
x formulas.
t. The password is: salesflare

Total
Expected Revenue vs. Target per rep
opportunities
$600,000
20
$500,000

$400,000

$300,000

$200,000

$100,000

$-
Thomas Laura Michael Donna Susan Samantha
Samantha John
Expected Won Target

Conversion to
Closing % Stage # opportunities
next stage

73% Lead 1 100%

100% Contacted 1 300%

67% Qualified 3 133%

100% Proposal made 4 200%

33% Won 8

100% Lost 3

0% Fridge 0

0%
ue vs. Target per rep

Donna Susan Samantha John