Sales Pipeline by Probability

Sales Pipeline by Probability

Collaborate with sales reps and move your highest probability deals to close. Use this template to view and track key info on each opportunity, including rep, estimated deal value, close date, sales stage and status, contact info and next steps.

Template design and key features

Customizable Columns

Status
Show opportunity status visually using RYG balls
Opportunity
Enter the deal or prospect name in the Primary Column (used for Smartsheet automated emails)
Rep
Assign a sales rep from your Smartsheet contacts
Priority
Show opportunity priority with the symbol dropdown
Sales Stage
Track sales stage in this dropdown — edit dropdown values in Column Properties
Estimated Value
Enter the forecasted sale amount — a formula calculates the total for each section
Expected Close Date
Set the expected close date using the date picker
Probability
Show the probability of close with Harvey Balls
Opportunity Details
Add the Next Steps, date of Last Contact, & contact info — Contact, Email, & Phone
Product
Enter the product being sold in each deal

Collaborative Features

File Attachments
Store quotes, proposals, & contracts
Alerts & Reminders
Set alerts for follow-up & sheet changes
Discussions
Log customer calls, emails, & notes
Gantt Chart
Enable Gantt view to see a timeline
Calendar View
View & edit the pipeline in a calendar
Row Hierarchy
Organize deals into collapsible sections
Sharing
Collaborate in real-time with your reps
Update Requests
Request status updates from reps
Web Forms
Collect new rows & take action
Mobile App
View & update your pipeline on the go

Organizing your team's pipelines

Sharing with different access levels

Collaborating on the pipeline with your team

Getting opportunity updates from your reps

Managing multiple pipelines

Connecting with your apps

Learning resources

Share
Facebook Twitter Google Plus LinkedIn Email
Solutions
X