Product Sales Pipeline Management
Company Confidential Instructions: Enter data into the white and yellow cells only. Account Account Pipeline Name Contact Stage A. Datum Corporation Kim Abercrombie Contact Adventure Works Angela Barbariol Lead Alpine Ski House Gabriele Cannata Qualified Lead Baldwin Museum of Science Barbara S. Decker Opportunity Blue Yonder Airlines Susan W. Eaton Sponsorship City Power & Light Kathie Flood Verbal Approval Coho Vineyard Janice Galvin Purchase Order Coho Winery Adina Hagege Invoice Coho Vineyard & Winery Shu Ito Acceptance Contoso, Ltd. David Jaffe Payment Contoso Pharmaceuticals Sandeep Kaliyath Contact Consolidated Messenger Rebecca Laszlo Lead Fabrikam, Inc. Diane Margheim Qualified Lead Fourth Coffee Paula Nartker Opportunity Graphic Design Institute Robert O'Hara Sponsorship Humongous Insurance Carol Philips Verbal Approval Litware, Inc. Kim Ralls Purchase Order Lucerne Publishing Sharon Salavaria Invoice Margie's Travel Andy Teal Acceptance Northwind Traders Sunil Uppal Payment Proseware, Inc. H. Brian Valentine Payment School of Fine Art Robert Walters Invoice TOTAL
Product Line Product Line A Product Line B Product Line C Product Line C Product Line A Product Line A Product Line B Product Line A Product Line A Product Line B Product Line C Product Line C Product Line A Product Line A Product Line C Product Line A Product Line A Product Line B Product Line B Product Line A Product Line C Product Line C
Forecast Close Q1 Q1 Q1 Q2 Q2 Q2 Q3 Q3 Q3 Q4 Q4 Q4 Q1 Q1 Q2 Q2 Q4 Q4 Q4 Q2 Q2 Q3
Potential Opportunity $ 300,000 $ 200,000 $ 100,000 $ 500,000 $ 400,000 $ 300,000 $ 200,000 $ 100,000 $ 500,000 $ 300,000 $ 400,000 $ 200,000 $ 100,000 $ 200,000 $ 300,000 $ 300,000 $ 400,000 $ 200,000 $ 500,000 $ 300,000 $ 200,000 $ 200,000 $ 6,200,000
Chance of Sale 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 100% 80%
Weighted Q1 Weighted Forecast Forecast $ 30,000 $ 30,000 $ 40,000 $ 40,000 $ 30,000 $ 30,000 $ 200,000 $ $ 200,000 $ $ 180,000 $ $ 140,000 $ $ 80,000 $ $ 450,000 $ $ 300,000 $ $ 40,000 $ $ 40,000 $ $ 30,000 $ 30,000 $ 80,000 $ 80,000 $ 150,000 $ $ 180,000 $ $ 280,000 $ $ 160,000 $ $ 450,000 $ $ 300,000 $ $ 200,000 $ $ 160,000 $ $ 3,720,000 $ 210,000 $ 210,000
Q2 Weighted Forecast $ $ $ $ 200,000 $ 200,000 $ 180,000 $ $ $ $ $ $ $ $ $ 150,000 $ 180,000 $ $ $ $ 300,000 $ 200,000 $ $ 1,410,000 $ 1,620,000
Q3 Weighted Forecast $ $ $ $ $ $ $ 140,000 $ 80,000 $ 450,000 $ $ $ $ $ $ $ $ $ $ $ $ $ 160,000 $ 830,000 $ 2,450,000
Q4 Weighted Forecast $ $ $ $ $ $ $ $ $ $ 300,000 $ 40,000 $ 40,000 $ $ $ $ $ 280,000 $ 160,000 $ 450,000 $ $ $ $ 1,270,000 $ 3,720,000
Product Sales Pipeline Management
Company Confidential Instructions: Adjust the column headings to match your product line names. Product Line A Product Line B Product Line C $ 30,000 $ $ $ $ 40,000 $ $ $ $ 30,000 $ $ $ 200,000 $ 200,000 $ $ $ 180,000 $ $ $ $ 140,000 $ $ 80,000 $ $ $ 450,000 $ $ $ $ 300,000 $ $ $ $ 40,000 $ $ $ 40,000 $ 30,000 $ $ $ 80,000 $ $ $ $ $ 150,000 $ 180,000 $ $ $ 280,000 $ $ $ $ 160,000 $ $ $ 450,000 $ $ 300,000 $ $ $ $ $ 200,000 $ $ $ 160,000 $ 1,810,000 $ 1,090,000 $ 820,000
Pipeline Tracking
$4,000,000 $3,500,000 $3,000,000 $2,500,000 Pipeline $2,000,000 $1,500,000 $1,000,000 $500,000 $1 2 $1,410,000 $1,620,000 Quarter 3 $830,000 $2,450,000 4 $1,270,000 $3,720,000
Quarterly
Cumulative
$210,000 $210,000
Forecast by Product Line
$1,810,000
$2,000,000 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $Product Line A Product Line B Product Line C
$1,090,000 $820,000