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

 
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