When it comes to hitting sales goals, understanding your leads is half the battle. (At least!)
A sales pipeline shows you the status of each prospect in all stages of the sales cycle. It also lets you see every deal your sales reps are juggling at any given time.
Our sales pipeline template offers high-level insights into how well your sales process is working, so you can adjust accordingly.
Use the Airtable sales pipeline template to:
A sales pipeline is a visual representation of every stage in your sales process, from prospect to paying customer. In this visualization, you should gain an instant understanding of the important information about each opportunity.
A good sales pipeline gives structure to a sales rep’s daily duties, including tracking all opportunities, prioritizing follow-up steps, making improvements to sales strategy, and identifying the likeliest deals to close.
Using a sales pipeline template helps you move quickly and capture all the right data, like names, dates, sales stages, estimated values, priority levels, and more.
This template is for anyone on your team who participates in the sales process. That includes sales reps, managers, and leads. The template is your team’s go-to sales pipeline tracker, so everyone can access the same real-time sales information.
Using a sales pipeline template streamlines two potential productivity zappers: asset management and task management.
With fewer docs and Google sheets to track, your team can see sales data all in one place.
Your current sales information may exist in many different formats. No problem. Our template can integrate data from a variety of sources, including Salesforce.
After your data is inputted, you’ll have all the tools you need to:
Explore more free templates: sales CRM, sales org chart, business roadmap.