Sales pipeline report

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• Team or business

  For example: Alder Supplies, Sales Team

• Period

  For example: October 2027

• Prepared by

  For example: Ines Duarte

• Date

  For example: 14 October 2027

• Target for the period

  For example: EUR 250,000

• Won so far

  For example: EUR 118,000

• Summary

  For example: We have won 47 percent of target with 2 weeks left. The pipeline covers the gap if we close two of the three large deals.

• Deals by stage

  One row for each stage.

  For example: New lead | 22 deals | EUR 310,000 Qualified | 14 deals | EUR 275,000 Proposal sent | 8 deals | EUR 190,000 Negotiation | 4 deals | EUR 120,000

• Deals expected to close this period

  One row for each deal.

  For example: Nordic Fine Foods | EUR 60,000 | 20 October | 80 percent Mill Road Cafe group | EUR 35,000 | 27 October | 60 percent Blue Harbour Hotels | EUR 48,000 | 31 October | 40 percent

• Forecast for the period

  Won plus deals weighted by chance.

  For example: EUR 232,000

• Lost deals and reasonsoptional

  For example: Harper Bakeries, EUR 22,000, chose a cheaper supplier Green Plate, EUR 15,000, delayed their project

• Risks and help needed

  For example: Blue Harbour needs a call with our director. Two deals are slow because of buyer holidays.

• Next steps

  For example: Book director call with Blue Harbour (Ines, this week) Re-engage 6 stalled proposals (Tomasz, by 21 October)

1. 1Against target
2. 2Summary
3. 3Deals by stage
4. 4Expected to close
5. 5Lost deals
6. 6Risks and help needed
7. 7Next steps

1. 01

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2. 02

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3. 03

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What details does this template ask for?

The form asks for 13 details, starting with Team or business, Period, Prepared by, Date, Target for the period. 1 more are optional.

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