This template is suitable for sales teams seeking for a simple approach to manage pipeline progress and action items on individual accounts.
Late Stage Opportunities
Use this simple sales pipeline chart template to show how many of your leads convert into sales. It’s a stunning way to make an impression.
The success of your company depends on how well you manage your sales pipeline. However, managing your sales pipeline without effective tools might be a little challenging. This Tracup sales pipeline template includes the strong features you need to close all of those profitable deals. You may visualize your sales process with this strong yet adaptable template, ensuring that you never lose out on a lucrative opportunity.
A sales pipeline is a visual representation of your sales process that allows you to track all of your opportunities as they progress through each sales stage. With our free sales pipeline template, you can keep track of where each opportunity is at all times. Then, share your project with stakeholders so that you can keep track of opportunities and land larger deals.
Because every business is unique, the stages of your sales pipeline will differ depending on the type of business you run. Lead generation, lead nurturing, marketing qualified lead (MQL), sales accepted lead (SAL), sales qualified lead (SQL), closed deal, and post-sale are the seven stages of the sales pipeline.
With our sales pipeline template, you can track action items and keep opportunities moving.
View your pipeline from various angles. Our sales pipeline template is available in List, Board, Calendar, and Timeline views. Use custom fields to include estimated opportunity value, lead status, and more. Then, filter every view by opportunity size, priority type, account owner, and beyond.
Tasks help you keep track of follow-ups and notes. Traditional CRMs can make it difficult to track action items in conjunction with the rest of your work. Tracup allows you to keep notes and track follow-ups in one place.
|Task Status:||☹[Active Opportunities]👌[Late Stage Opportunities]🖐❎[Closed Lost] [Closed Won] [Finished]|
|Task Type:||[Proposal] [Closed] [Meeting] [Qualification]|
|Custom Field:||Estimated Value(text)|
|Task View:||List, Board. File, Wiki|
|Custom Field can be shown:||Create Time, Expire Date, Assignee, Type, Estimated Value|
Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.
If you have problems during the use of the template, please contact the Tracup team.
Built in 2022-09-27 18:33:17
You may encounter diverse issues and challenges reported both by customers and staff every day. It is hard to keep detailed information on each issue when you are busy operating other businesses.
However, no need to be nervous about it. The organization's issues and the resolution steps are all displayed in this simple but powerful issue tracker template. Each issue should be given priority, assigned to important team members, and then marked as resolved.
Additionally, you can manage problems with your team in real-time while tracking progress thanks to Tracup's Customer Issue Tracker Template. Check out our free issue tracker template!
Businesses' success often depends on their satisfied, happy consumers. They're what makes your expansion into a flywheel instead of a funnel. Managers are eager to create enjoyable experiences for customers. To achieve this goal, you must genuinely comprehend who they are and what they think of you.
Surveys of customer satisfaction give businesses the opportunity to strategically improve their products, enhance user experience, and provide exactly what the market wants. Our Customer Satisfaction Survey List provides the best example for service-based companies in which not only customer feedback is collected, their feelings and knowledge of concern are tracked as well.
Use Tracup's Customer Satisfaction Survey template to make sure your business is aware of what clients think of your assistance, services, and brand.
A weekly sales report is a tool used by businesses and individuals to track sales progress and important KPIs, including, but not limited to, lead-to-opportunity ratio, customer conversion ratio, sales volume by channel, and total sales per week.
Tracup Sales Weekly Report List works to help organize and manage employees' workflow and sales pipeline. For employees, you can prepare a report for your boss at the end of the week by simply entering amounts into the customizable fields within the sales activity tracking template for specific days.
This readily available template for a weekly sales activity report can be used by a salesperson to monitor their weekly sales activity against a sales goal. Sign up for Tracup and try now!
Sales KPI aids in tracking all sales indicators from various perspectives. The KPIs provide a methodical way to track and enhance sales performance, spot opportunities, and prospects, and boost revenue creation.
Tracup's Sales KPI Tracker Template contains quantifiable measures that assess sales staff performance and salary. It includes both weekly and monthly trackers involving key performance evaluation indicators such as total sales revenue and the number of sales.
Apply this template to improve your work efficiency and save every billable minute at the end of each month. To enhance and boost better performance in the sales department, try this template for free.
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