Streamlined Pipeline Management
Company Confidential Instructions: Enter data into the white and yellow cells only. Account Pipeline Forecast Name Stage Close A. Datum Corporation Lead Q1 Adventure Works Lead Q1 Alpine Ski House Opportunity Q1 Baldwin Museum of Science Opportunity Q2 Blue Yonder Airlines Solution Proposed Q2 City Power & Light Solution Proposed Q2 Coho Vineyard Formal Approval Q3 Coho Winery Formal Approval Q3 Coho Vineyard & Winery Lead Q3 Contoso, Ltd. Opportunity Q4 Contoso Pharmaceuticals Solution Proposed Q4 Consolidated Messenger Formal Approval Q4 Fabrikam, Inc. Lead Q1 Fourth Coffee Formal Approval Q1 Graphic Design Institute Formal Approval Q2 Humongous Insurance Opportunity Q2 Litware, Inc. Lead Q4 Lucerne Publishing Lead Q4 Margie's Travel Formal Approval Q4 Northwind Traders Solution Proposed Q2 Proseware, Inc. Solution Proposed Q2 School of Fine Art Solution Proposed Q3 TOTAL
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 25% 25% 50% 50% 75% 75% 100% 100% 25% 50% 75% 100% 25% 100% 100% 50% 25% 25% 100% 75% 75% 75%
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Weighted Forecast 75,000 50,000 50,000 250,000 300,000 225,000 200,000 100,000 125,000 150,000 300,000 200,000 25,000 200,000 300,000 150,000 100,000 50,000 500,000 225,000 150,000 150,000 3,875,000
Q1 Weighted Forecast $ 75,000 $ 50,000 $ 50,000 $ $ $ $ $ $ $ $ $ $ 25,000 $ 200,000 $ $ $ $ $ $ $ $ $ 400,000 $ 400,000
Q2 Weighted Forecast $ $ $ $ 250,000 $ 300,000 $ 225,000 $ $ $ $ $ $ $ $ $ 300,000 $ 150,000 $ $ $ $ 225,000 $ 150,000 $ $ 1,600,000 $ 2,000,000
Q3 Weighted Forecast $ $ $ $ $ $ $ 200,000 $ 100,000 $ 125,000 $ $ $ $ $ $ $ $ $ $ $ $ $ 150,000 $ 575,000 $ 2,575,000
Q4 Weighted Forecast $ $ $ $ $ $ $ $ $ $ 150,000 $ 300,000 $ 200,000 $ $ $ $ $ 100,000 $ 50,000 $ 500,000 $ $ $ $ 1,300,000 $ 3,875,000
Pipeline Tracking
$4,500,000
$4,000,000
$3,500,000
$3,000,000
Pipeline
$2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$1 Quarterly $400,000 $400,000 2 $1,600,000 $2,000,000 3 $575,000 $2,575,000 4 $1,300,000 $3,875,000
Cumulative
Quarter