1. Pipeline Stage Key:
Opportunity/Contacted/
Qual Lead/Appt
Set/Proposed/
Dawn McCaleb Pipeline Management Negotiation/Verbal Apprvl/
Purch Order/Contract
Instructions: Enter data into the white and yellow cells only. (Q1, Q2, Q3, Q4)
Pipeline Chance Immediate Potential Q1 Weighted Q2 Weighted Q3 Weighted Q4 Weighted
Forecast
Date Originated Client Name Contact Contact Info Stage of Sale Est Rev Total Rev An Forecast Forecast Forecast Forecast
Close
30% $5,000 Q1 $8,000 $5,000 $- $- $-
#NAME? $- Q1 $- $- $- $-
#NAME? $- Q1 $- $- $- $-
#NAME? $- Q2 $- $- $- $-
#NAME? $- Q2 $- $- $- $-
#NAME? $- Q2 $- $- $- $-
#NAME? $- Q3 $- $- $- $-
#NAME? $- Q3 $- $- $- $-
#NAME? $- Q3 $- $- $- $-
#NAME? $- Q4 $- $- $- $-
#NAME? $- Q4 $- $- $- $-
#NAME? $- Q4 $- $- $- $-
#NAME? $- Q1 $- $- $- $-
#NAME? $- Q1 $- $- $- $-
#NAME? $- Q2 $- $- $- $-
#NAME? $- Q2 $- $- $- $-
#NAME? $- Q4 $- $- $- $-
#NAME? $- Q4 $- $- $- $-
#NAME? $- Q4 $- $- $- $-
#NAME? $- Q2 $- $- $- $-
#NAME? $- Q2 $- $- $- $-
#NAME? $- Q3 $- $- $- $-
TOTAL $5,000 $8,000 $5,000 $- $- $-
$5,000 $5,000 $5,000 $5,000
2. Pipeline Tracking
$6,000
$5,000
$4,000
Pipeline
$3,000
$2,000
$1,000
$-
Column J Column K Column L Column M
Quarter
4. <Company Name>
Product Sales Pipeline Management
Company Confidential
Instructions: Enter data into the white and yellow cells only.
Account Account Pipeline Product Forecast
Name Contact Stage Line Close
Contact Product Line A Q1
Lead Product Line B Q1
Qualified Lead Product Line C Q1
Opportunity Product Line C Q2
Sponsorship Product Line A Q2
Verbal Approval Product Line A Q2
Purchase Order Product Line B Q3
Invoice Product Line A Q3
Acceptance Product Line A Q3
Payment Product Line B Q4
Contact Product Line C Q4
Lead Product Line C Q4
Qualified Lead Product Line A Q1
Opportunity Product Line A Q1
Sponsorship Product Line C Q2
Verbal Approval Product Line A Q2
Purchase Order Product Line A Q4
Invoice Product Line B Q4
Acceptance Product Line B Q4
Payment Product Line A Q2
Payment Product Line C Q2
Invoice Product Line C Q3
TOTAL
5. Potential Chance Weighted Q1 Weighted Q2 Weighted Q3 Weighted Q4 Weighted
Opportunity of Sale Forecast Forecast Forecast Forecast Forecast
$300,000 Err:508 $30,000 $30,000 $- $- $-
$200,000 Err:508 $40,000 $40,000 $- $- $-
$100,000 Err:508 $30,000 $30,000 $- $- $-
$500,000 Err:508 $200,000 $- $200,000 $- $-
$400,000 Err:508 $200,000 $- $200,000 $- $-
$300,000 Err:508 $180,000 $- $180,000 $- $-
$200,000 Err:508 $140,000 $- $- $140,000 $-
$100,000 Err:508 $80,000 $- $- $80,000 $-
$500,000 Err:508 $450,000 $- $- $450,000 $-
$300,000 Err:508 $300,000 $- $- $- $300,000
$400,000 Err:508 $40,000 $- $- $- $40,000
$200,000 Err:508 $40,000 $- $- $- $40,000
$100,000 Err:508 $30,000 $30,000 $- $- $-
$200,000 Err:508 $80,000 $80,000 $- $- $-
$300,000 Err:508 $150,000 $- $150,000 $- $-
$300,000 Err:508 $180,000 $- $180,000 $- $-
$400,000 Err:508 $280,000 $- $- $- $280,000
$200,000 Err:508 $160,000 $- $- $- $160,000
$500,000 Err:508 $450,000 $- $- $- $450,000
$300,000 Err:508 $300,000 $- $300,000 $- $-
$200,000 Err:508 $200,000 $- $200,000 $- $-
$200,000 Err:508 $160,000 $- $- $160,000 $-
$6,200,000 $3,720,000 $210,000 $1,410,000 $830,000 $1,270,000
$210,000 $1,620,000 $2,450,000 $3,720,000
6. Internal Internal
Calculation Calculation
0.1 -1
0.2 -1
0.3 -1
0.4 -1
0.5 -1
-1 0.6
-1 0.7
-1 0.8
-1 0.9
-1 1
0.1 -1
0.2 -1
0.3 -1
0.4 -1
0.5 -1
-1 0.6
-1 0.7
-1 0.8
-1 0.9
-1 1
-1 1
-1 0.8
