Lead Tracker Excel Template Client Tracker Planning Spreadsheet Sales Tracker CRM Template Sales Pipeline Tracker Business Productivity

This Forecasted Lead Template acts as a CRM Template for Productivity Workflow Planning, allowing for efficient Sales Team Management and Client Tracking through a Sales Reporting Spreadsheet.

Streamline Your Sales Process with Our Comprehensive Sales Tracking Template
- Boost productivity and organization with this powerful Excel Spreadsheet-based CRM Template.
- Track leads, manage clients, and analyze sales performance with ease, from initial contact to final sale.

WHAT’S INCLUDED?

Detailed Leads Tracker
► Name
► Contact
► Source
► Region
► Type
► Potential Opportunity
► Chance of Sale
► Forecast to Close
► Weighted Forecast
► Total

Forecasted Sales
► Lead Name
► Forecast for all 12 months
► Total Forecast
► Cumulative Total

Forecasted Chart
► Line Chart comparing Forecasted Revenue per Month


◄ ITEM SPECIFICATION ►
- 1 Fully editable Microsoft® Excel document
- Can be used for print or digital files (export to pdf)
- Editable files (text, color, & objects are editable)


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