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.
Choose to use one sheet or roll up multiple clones of the same sheet. Two key questions are:
If your pipeline is small, and it’s ok for the team to see each other's performance, then one sheet is fine. Otherwise, save copies of your sheet for separate reps, product lines, or territories. See below for more information on managing multiple pipelines.