Sales Pipeline Manager (Excel)

Sales Pipeline Manager (Excel) - Step by Step User Guide
Overview of Steps Enter sales stages in your Sales process. Rename if necessary. Entering a new deal in Deals table Change Currency for Deal Value (amou...
Tue, 5 May, 2020 at 7:13 AM
How to filter deals?
Since we are using an Excel table, we have the default features such as filtering and sorting. Filter Deals table by Status – Select Open Deals In the ima...
Tue, 21 Apr, 2020 at 8:29 AM
How to sort deals?
You can also sort deals. Sorting deals The above shows sorting by Deal value. You can also sort by other columns such as Win % to see the highest win % deals.
Tue, 21 Apr, 2020 at 8:29 AM
How to check date is entered correctly?
When entering date in Stage Dates, it is extremely important that Excel accepts them as valid date format. Excel has sometimes different formatting based on...
Tue, 21 Apr, 2020 at 8:30 AM
How to use slicers in dashboard?
To select multiple values in one slicer, press ctrl key while selecting values in a slicer. To clear all selections press the ‘Clear Filter’ button at top ...
Tue, 21 Apr, 2020 at 8:30 AM
How to modify Currency?
The template by default uses US$ as currency. To change, just select the cells where you want to change the currency. Then, press Ctrl+1. Change Currency in...
Tue, 21 Apr, 2020 at 8:31 AM
How to add extra column in DEALS sheet?
You can create a column easily by typing the new column name in cell AA5. After that, if you need another one, enter a column name in cell AB5.
Tue, 21 Apr, 2020 at 8:31 AM
What if a deal skips a stage?
If a deal skips a stage, please leave it empty. The template has calculations in place to handle this. It will assign 0 days as time taken for that stage au...
Tue, 21 Apr, 2020 at 8:32 AM
Is the file password protected?
Yes, password protected to prevent unintentional editing. Please use indzara as password to unprotect.
Tue, 21 Apr, 2020 at 8:32 AM
How to change the bar chart colors ?
In case the chart’s bar colors change to Excel’s default blue and you need to change it, or you just want to change the color to something you prefer, pleas...
Tue, 21 Apr, 2020 at 8:33 AM