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(Company Name) : Sales Leads Tracker

The document is a sales lead tracker for [Company Name]. It contains a table with potential sales leads including lead name, contact, source, region, type, potential opportunity, and chance of sale. The total potential opportunities is $600,000. Additional tables forecast weighted close amounts by month from January to December, with a total forecasted sales amount of $310,000. A chart shows the monthly weighted forecast and cumulative total over time.

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Reckon Indepth
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66 views6 pages

(Company Name) : Sales Leads Tracker

The document is a sales lead tracker for [Company Name]. It contains a table with potential sales leads including lead name, contact, source, region, type, potential opportunity, and chance of sale. The total potential opportunities is $600,000. Additional tables forecast weighted close amounts by month from January to December, with a total forecasted sales amount of $310,000. A chart shows the monthly weighted forecast and cumulative total over time.

Uploaded by

Reckon Indepth
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
You are on page 1/ 6

[Company Name]

Sales Leads Tracker

Thursday, April 26, 2018

Gray cells are calculated for you. You do not need to enter anything in them.

Lead Lead Lead Lead Lead Potential Chance


name contact source region type opportunity of sale

A. Datum Corporation Strategic $300,000 90%


Adventure Works Strategic 200,000 10%
Alpine Ski House Tactical 100,000 20%
30%
40%
50%
60%
70%
80%
90%
20%
100%
10%
30%
60%
30%
50%

1 of 6 04/26/2018
60%
70%
90%
100%
40%
50%
60%

Total $600,000

2 of 6 04/26/2018
Forecast Weighted
close forecast

January $270,000
February 20,000
March 20,000
April 0
May 0
June 0
July 0
August 0
September 0
October 0
November 0
December 0
January 0
March 0
May 0
June 0
October 0

3 of 6 04/26/2018
December 0
November 0
February 0
March 0
April 0
August 0
September 0

$310,000

4 of 6 04/26/2018
[Company Name]
Forecasted Sales from Leads
43216

Gray cells are calculated for you. You do not need to enter anything in them. [Company Name] CONFIDENTIAL

January February March April May June July August September October November December
Lead name
forecast forecast forecast forecast forecast forecast forecast forecast forecast forecast forecast forecast
A. Datum Corporation $270,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Adventure Works 0 20,000 0 0 0 0 0 0 0 0 0 0
Alpine Ski House 0 0 20,000 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
Total $270,000 $20,000 $20,000 $0 $0 $0 $0 $0 $0 $0 $0 $0
Cumulative Total $270,000 $290,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000

5 of 6 04/26/2018
Forecast Revenue

Monthly Weighted Forecast


$350,000

$300,000

$250,000

$200,000 Monthly
Cumulative

$150,000

$100,000

$50,000

$0
1 2 3 4 5 6 7 8 9 10 11 12

Month

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