A premium version of Sales Pipeline Manager with Dashboards, 12 sales funnel stages and more features available now: indzara.com/product/sales-pipeline-manager/ Tour Video: ruclips.net/video/5JIYGgIuwiY/видео.html Best wishes.
Mr. Indzara- you are very gracious for giving us the opportunity to be educated by your brilliance - this is "valuable and important information". You deserve an award for human kindness
You are an angel sent by Above! I couldn't believe that I found "YOU", have been working on this specific worksheet for almost 3 weeks now without success and tada! I found you. Your works are just amazing! totally awesome! I am feeling superb really! God bless you more and more...I am now a big fan!!!
I just want to say thank you! As an independent consultant I've been desperately seeking a simple, but systematic tool to track my leads, opportunities and won deals. This provides everything I need. So useful.
This is brilliant. You are gracious to share such a functional spreadsheet... Yet so many other CRM's try to add so much detail where this is very simple and straight forward. Thank you
Thank you for sharing your valuable feedback. Requesting to send your queries/concerns to support@indzara.com along with your sheet and some screenshots highlighting your query/concern. Best wishes.
I have just had a quick look and it seems perfect for my Sales pipeline, and a very straight forward easily understood video. Thank you. I will download and try it and get back to you. TB
I think this is a great tool. In order to better track seasonality in my business, I will be using one sheet per month. I wonder if there is a way to have all of the analytics populate on a separate sheet in order to track the whole year?
Thank you for showing interest in our template and sharing your valuable feedback. If you want the report for the whole year, you will need to consolidate all the data into one sheet to get the dashboard for whole year. We also have a premium version of the template with advance dashboard. Following is the link to the same for quick reference: indzara.com/product/small-business-excel-templates/sales-pipeline-manager-excel-template/ Best wishes.
mate this is excellent - something to add/format would be next contact date conditionally format if next contact date is approaching (orange) today (green) or past (red)
How were you able to create the drop-down option for the opportunity stage column? I have been looking around Google unsuccessfully for that feature. I tried the "Data Validation" feature once, but wasn't what I was looking for! Thank you for this amazing video!
Thank you for sharing your feedback and you are welcome. The drop down in the stage column is done through Data Validation with Named range. To create a named range, select the list of value and go to Formula -> Name Manager -> New to create a custom name range and then in Data validation select list and provide the defined name with equal to sign. For ex., =L_STAGES. You can download the template from the following link and check for more information. indzara.com/2017/01/sales-pipeline-tracker-excel-template/ Best wishes.
Brilliant! That is exactly what I was looking for. Thanks Indzara. Your pipeline worksheet and video ware so well done. If I could make one suggestion; further to what Anthony Bainbridge was saying below. I make a lot of notes detailing my correspondence with prospects. They are absolutely vital for keeping track of any deal's status. If you could allow us to move to a separate sheet for each prospect, detailing there info, but more importantly, a history of our conversations and the corresponding dates. For me, that would complete this pipeline. Thanks!
Simply outstanding! Just one quick query can we link the deal stages with the percentage of winning? Let's say you select Lead for a particular prospect so it automatically picks up a percentage?
Hi, this is just what I have been looking for so first of all thank you very much! Could you tell me how to alter the expected value in cell A8 so that it is based on the conversion rate in cell H4 rather than the win %? Thanks again
This is an amazing template you have given us! Thank you! My question is, how do I go about changing the options in the "Stage" slicer? Example: changing "Demo" to "Pre-Listing". Thank you again!
Thank you. Please edit the cells in C3 to F3. It will then automatically update the drop down for STAGE. Then, when you enter the data in the table below, the slicer will update automatically. Best wishes.
Hi! This template and your video is awesome. One suggestion.Under the stage table can you add a Deffered or Requirement cancelled stage or this might be treated as a budgetary stage where client would require a quote for defining a budget. Where requirement gets deferred or the requirement gets dropped.
You are welcome. Thanks for feedback. Please enter data in column A below the column headers. Then to add a new row, enter data in column A in the next row. Table will auto-expand. Best wishes.
Thanks. The formulas used in the metrics have to be modified to consider the slicer selections. If you need a reference, please see Invoice tracker template where I have implemented something like that. indzara.com/2016/07/invoice-tracker-template-free/ Best wishes.
First thing first, I would like to thank you for the great tool and your awesome through explanation. Since you asked for feedback, I thought it might go a long way if you could change the horizontal Split to a Vertical one and move the top section and its content to the very left side. That not only will free up more rows to watch simultaneously ( specially on smaller screens like laptops) but also will allow to add / delete columns and/ or resize them without messing up the top section. I have one question to ask as well, is it possible and if yes how one can use the "Slicer/s) on multiple tables/ worksheets inside a work book? i.e. something similar to a query in a relational database like Access, ..... Your thoughts please.
Thanks for your feedback and compliments. A premium version with Dashboard and additional features will be published this month. Yes, slicers can work on multiple pivot tables if the data comes from same source/table. Otherwise, we need to use a Data Model to establish relationships between multiple tables and then use a slicer. Best wishes.
Very Impressive. I WILL download this for my little tax consulting business. THANKS. I do have a question: I have a client list (raw data) ; is there a way to import my spreadsheet of prospects into this database?
Thank you. Glad to hear. Data from other sources can be copied and then pasted (as values) in the template. Please make sure that the correct columns are copy-pasted. Best wishes.
You are welcome. To add a stage, add a new one next to the four stage names. Then update the named range L_ST. In the section (Where are deals lost?), we have to add a new row and use the new stage and follow the formula used for the other stages. To add a new status, edit the Data validation list and add a new status value. Then as we have used the formulas in (cells G1, H1, I1 and J1), we have to create two for the new status. Please let me know if there are any questions. Best wishes.
Many thanks for sharing. Is it possible to add a column for Sales persons and then see all the results (lead/Opportunity/Demo/Quote etc.) for only that sales person ?
You are welcome. Yes, you should be able to add a column to track Sales persons and add a slicer for that new column. indzara.com/2017/01/sales-pipeline-tracker-excel-template/ Best wishes.
Hi Indzara, this is very nice CRM, Im interested to get it, however, I want one for Bidding and business development, do you have other CRM models? would gladly purchase it if you have one, thanks for your reply.
Thanks for the compliments, We have an advanced version of this template at indzara.com/product/sales-pipeline-manager/ Please specify requirements for bidding and business development. Best wishes.
Hello Indzara team, let me begin by thanking you guys for uploading such insightful video. However, I have a question, how would someone actually define the Win%? Is there any specific metrics or indication to determine the winning percentage? or it's more back to us and score subjectively by our self? Thank you
This template is very good. I can't wait to try it out. Question ... If I'm using the template as suggested but want to attach the original quotation to the lead, how do I link to the quotation? Simple question but I'm a novice.
You are welcome. Please clarify what changes would be needed. I am not taking customization projects now, but if it will benefit a lot of users I will be adding to my road map of templates. Thanks & Best wishes.
Hi, this has been very helpful. Thank you. However, I have added a column after the deal value and want the values in this column to be added to the deal value and calculate as a total of both columns. I tried changing the formula to pick this additional column, however I am unable to change this as it keeps giving me an error. Can you let me know how this can be done? Thank you
Thanks. This is designed for tracking one's deals, or for one person consolidating all deals from multiple sales reps and entering into this template. Please let us know if any questions. Best wishes.
Hi, great video. Do you know if there is any software, app etc which can be used to monitor sales of other companies products on your site, not affiliate marketing. I have a site where companies are asking if we can sell there products for them on a resell basis on our site. I would appreciate any help. Thanks, Jimmy
Thank you for sharing your valuable feedback. You can get our Google Sheet version of Sales pipeline tracker from the following link: indzara.com/2020/03/sales-pipeline-tracker-free-google-sheet-template/ Best wishes.
Thanks so much for the template and instructional video, I'll be using this template for business. I have a question though, how do I deal with the CRM template in terms of a given customer making an additional purchase ? Let's say I closed a $500 with Jon Doe on January 2nd, and on March 3rd I closed another $470 deal with him again.
Hi Indzara, Ive just had a real look at this excellent Sheet now, and I will definitely be using it, how easy would it be to link the contacts over to another sheet that works as a simple CRM (CRM search will up your youtube views considerably too). maybe clicking on the contact in the first sheet could open up the entry on the next sheet in the form fill view look rather than the linear method...... that would keep the funnel sheet looking clean and effective but still allowing us to see all the relevant contact (CRM) details at one click. What do you think? This would be loved by all SME sales people who are sick of using Dynamics or salesforce which are expensive and time consuming......
Thanks for the feedback. Yes, having a separate contacts sheet and storing their information is definitely possible. Having a form type of data entry, would require writing macros, but am sure it is possible. I hope to receive more feedback from users over the next couple of weeks. I will then review all feedback to add most in-demand features. Please continue to provide feedback. Thank you so much. Best wishes.
+Rafael Inigo dela Cruz thank you. Sure you are welcome to modify. If you are sharing please provide reference to indzara.com if you can. Thank you. Best wishes.
What if I wanted to add subgroups to a stage? Such as Trial Account Orientation Trial Account Check-In Trial Account Close - Could I add those in as subgroups to one of the deal stages so that they would still show up in the top list under "Trial Account?"
The template tracks only stages.Technically sub-stages can be also treated as stages, but there is a limit to the number of stages in the template. Please let us know if there are any questions. Best wishes.
Thank you for showing interest in our template. You can upload the template to Microsoft OneDrive and use Excel online which is similar to Google Drive and Google Sheet with live updates and more. Best wishes.
i think it would be beneficial if the formulas were not editable. an entrant can make an error which would prove impossible to track unless if u reviewed all the formulas. otherwise its a good pipeline, better than most
Sorry to hear that. I can assure you that there is no macro or code in the file. It has been downloaded and used by thousands and thousands of users. We have never received any complaints. Please run a scan on your computer and let me know. Best wishes.
Thank you. The template has been downloaded by hundreds of users and I have not received any complaints. Please let me know if there are any questions. Best wishes.
A premium version of Sales Pipeline Manager with Dashboards, 12 sales funnel stages and more features available now: indzara.com/product/sales-pipeline-manager/
Tour Video: ruclips.net/video/5JIYGgIuwiY/видео.html
Best wishes.
Mr. Indzara- you are very gracious for giving us the opportunity to be educated by your brilliance - this is "valuable and important information". You deserve an award for human kindness
Thank you for sharing your valuable feedback.
Best wishes.
You are an angel sent by Above! I couldn't believe that I found "YOU", have been working on this specific worksheet for almost 3 weeks now without success and tada! I found you. Your works are just amazing! totally awesome! I am feeling superb really! God bless you more and more...I am now a big fan!!!
Thank you so much for your kind words. 🙏 Glad that I could be of some help. Best wishes.
I just want to say thank you! As an independent consultant I've been desperately seeking a simple, but systematic tool to track my leads, opportunities and won deals. This provides everything I need. So useful.
Thanks, Daniel. Comments like yours fuel me to continue to do this. :)
Best wishes for your business and Happy 2020!
This is brilliant. You are gracious to share such a functional spreadsheet... Yet so many other CRM's try to add so much detail where this is very simple and straight forward. Thank you
You are welcome. Thanks for feedback. Glad to hear that it is simple and effective, which is what I try to achieve in each template :) .
Best wishes.
An excellent video explaining a very effective Excel version of a CRM. Well done!
Thank you.
Best wishes.
Thank you so much!!!!, May God Bless you for the good things you have done and wishing you good health with your entire family!!!!!
Really nice job! I am going to work with it and will give you any ideas once I am more familiar with the tool. Thank You!!
Thank you for sharing your valuable feedback.
Requesting to send your queries/concerns to support@indzara.com along with your sheet and some screenshots highlighting your query/concern.
Best wishes.
Thank you for the template. Its fantastic!
You are welcome and thank you for sharing your valuable feedback.
Best wishes.
This is amazing! Thank you so much for sharing not only the excel sheet but the benefits of having it as a tool.
Thank you for sharing your valuable feedback and you are welcome.
Best wishes.
This was very useful and I just wanted to say thank you for putting in the time of doing this.
You are welcome.
Thanks for taking the time to provide feedback.
Best wishes.
It's very useful and an excellent job God bless you 👍
Thank you for sharing your valuable feedback.
Best wishes.
Thank you it was very helpful video but on my opinion the account manager is very important to consider
You are welcome.
Requesting to share your requirement to support@indzara.com to check further.
Best wishes.
I have just had a quick look and it seems perfect for my Sales pipeline, and a very straight forward easily understood video. Thank you. I will download and try it and get back to you. TB
Thank you. Best wishes.
Thank you for this tracker. Its simple easy to understand and very practical
You are welcome.
Best wishes.
WOW super helpful and love the fact you left it for us to download and ready to use. I have been using it and it has helped me a lot. Thank you
Thank you. Glad to hear that it is useful. Best wishes.
Thanks for excel template great job
Easy understanding and manageable
Thank u so much
Keep going
You are most welcome.
Best wishes.
Proper & Structured Approach. Thanks
Thank you. Best wishes.
Thank you so much man for the effort in realizing this template and sharing.
Glad you like it! Thanks.
This is a great spreadsheet and a fantastic tutorial. Thank you. Well done.
You are welcome. Thanks for feedback.
Best wishes,
Thank you for the template.
You are very welcome.
best wishes.
It’s a tremendous tool as a Follow up report for sales. Thank you so much
Thanks for your feedback. Glad to hear.
Best wishes.
Thank you so much for this. Extremely grateful.!
You are welcome.
Best wishes.
Wonderful job, simple yet very effective. Thanks also for the open-source-ness of it.
Thanks for feedback.
Best wishes.
Excellent work. A nice feature would be to add a "mail report" button so you can send it to the colleague's.
Glad to hear. Thanks for the feedback.
Best wishes.
Thank you so much for the tracker.
It's simple ,awesome and very good...
You are welcome.
Best wishes.
Que afortunado soy de encontrar tu video y plantilla, mil gracias...
Google helped me translate your comment. :)
Thanks for your feedback.
Best wishes.
I think this is a great tool. In order to better track seasonality in my business, I will be using one sheet per month. I wonder if there is a way to have all of the analytics populate on a separate sheet in order to track the whole year?
Thank you for showing interest in our template and sharing your valuable feedback.
If you want the report for the whole year, you will need to consolidate all the data into one sheet to get the dashboard for whole year.
We also have a premium version of the template with advance dashboard. Following is the link to the same for quick reference:
indzara.com/product/small-business-excel-templates/sales-pipeline-manager-excel-template/
Best wishes.
mate this is excellent - something to add/format would be next contact date conditionally format if next contact date is approaching (orange) today (green) or past (red)
Thanks for the feedback.
Best wishes.
brilliantly superb ...........it really helped a lot ..............thank you sooo much .......you definitely doing a great job
Thank you very much for the kind words. Glad that it is helpful. Best wishes.
Thank you. This is a great and simple pipeline. Great work!
You are welcome. Thanks for feedback.
Best wishes.
Thank you so much for your sharing. This is what I am looking for. Thank you and thank you.
You are welcome. Thanks for your feedback.
Best wishes.
Great Work Ideal for Small and Mid level Business
Glad to hear. Thanks & Best wishes.
Thanks for the upload and workbook. Great job!! Love the fact I can edit and modify to my needs.
You are welcome. Glad that it is useful.
Best wishes.
Great realy worth full. very appreciated and also traning vedio is very good..
Thanks for feedback. Glad to hear.
Best wishes.
Thank you. Very useful and helpful
You are welcome. Thanks for feedback Best wishes.
Really great work.🎉
Thank you for sharing your valuable feedback.
Best wishes.
Great tool!! Thank you!!
You are welcome. Thanks for your feedback.
best wishes.
How were you able to create the drop-down option for the opportunity stage column? I have been looking around Google unsuccessfully for that feature. I tried the "Data Validation" feature once, but wasn't what I was looking for! Thank you for this amazing video!
Thank you for sharing your feedback and you are welcome.
The drop down in the stage column is done through Data Validation with Named range. To create a named range, select the list of value and go to Formula -> Name Manager -> New to create a custom name range and then in Data validation select list and provide the defined name with equal to sign. For ex., =L_STAGES.
You can download the template from the following link and check for more information.
indzara.com/2017/01/sales-pipeline-tracker-excel-template/
Best wishes.
Brilliant! That is exactly what I was looking for. Thanks Indzara. Your pipeline worksheet and video ware so well done. If I could make one suggestion; further to what Anthony Bainbridge was saying below. I make a lot of notes detailing my correspondence with prospects. They are absolutely vital for keeping track of any deal's status. If you could allow us to move to a separate sheet for each prospect, detailing there info, but more importantly, a history of our conversations and the corresponding dates. For me, that would complete this pipeline. Thanks!
Thanks for the feedback.
Best wishes.
thank you so much for this useful video and the free download
+farzod darzi you are very welcome. Best wishes.
Simply outstanding!
Just one quick query can we link the deal stages with the percentage of winning? Let's say you select Lead for a particular prospect so it automatically picks up a percentage?
Awesome tool, this will definitely help!
Appreciate it.
Glad to hear.
Best wishes.
THANK YOU :)
I will give feedback as soon as I begin using it :)
You are welcome.
Looking forward to your feedback.
Best wishes.
Brilliant work, thank you..
Thanks for the feedback.
Best wishes.
Hi, this is just what I have been looking for so first of all thank you very much! Could you tell me how to alter the expected value in cell A8 so that it is based on the conversion rate in cell H4 rather than the win %? Thanks again
Super helpful! Thanks.
You are welcome.
Best wishes.
This is an amazing template you have given us! Thank you! My question is, how do I go about changing the options in the "Stage" slicer? Example: changing "Demo" to "Pre-Listing". Thank you again!
Thank you.
Please edit the cells in C3 to F3. It will then automatically update the drop down for STAGE. Then, when you enter the data in the table below, the slicer will update automatically.
Best wishes.
This was a Big Help. Thank you so much. :D
Thanks for feedback.
best wishes.
Hi!
This template and your video is awesome. One suggestion.Under the stage table can you add a Deffered or Requirement cancelled stage or this might be treated as a budgetary stage where client would require a quote for defining a budget. Where requirement gets deferred or the requirement gets dropped.
This is an amazing tool! Thank you so much!
You are welcome.
Thanks for the feedback.
Best wishes.
Hello,
I find it very much useful. thank you for the great work.
5 star Excellent!!!!!
Thank you very much for the feedback. Glad that it is useful. Best wishes.
More than amazing !!
Thank you.
Best wishes.
Clearly and easy to use , really thank you ...
How do I add a new row?
You are welcome. Thanks for feedback.
Please enter data in column A below the column headers. Then to add a new row, enter data in column A in the next row.
Table will auto-expand.
Best wishes.
awesome....clear....and great video...
+Irviantanto Hadiprasetyo thank you so much for the feedback. Best wishes.
Great work....!
Thank you.
Best wishes.
This is amazing! Thank you so very much! My only question is, is there a way to use the file in Google Sheets instead of Excel?
Thank you.
Google Sheets versions are coming soon. Please subscribe to the channel to be notified.
Best wishes.
Thank you..Great work!
You are welcome. Thanks for the feedback.
Best wishes.
This is awesome! How can I make the slicers change the Metrics aswell?
Thanks.
The formulas used in the metrics have to be modified to consider the slicer selections. If you need a reference, please see Invoice tracker template where I have implemented something like that. indzara.com/2016/07/invoice-tracker-template-free/
Best wishes.
Aaaca aaca. Indihe indiheee.. Zendegiii. Zendegii.. Mohabath mohabath
First thing first, I would like to thank you for the great tool and your awesome through explanation. Since you asked for feedback, I thought it might go a long way if you could change the horizontal Split to a Vertical one and move the top section and its content to the very left side. That not only will free up more rows to watch simultaneously ( specially on smaller screens like laptops) but also will allow to add / delete columns and/ or resize them without messing up the top section. I have one question to ask as well, is it possible and if yes how one can use the "Slicer/s) on multiple tables/ worksheets inside a work book? i.e. something similar to a query in a relational database like Access, ..... Your thoughts please.
Thanks for your feedback and compliments.
A premium version with Dashboard and additional features will be published this month.
Yes, slicers can work on multiple pivot tables if the data comes from same source/table. Otherwise, we need to use a Data Model to establish relationships between multiple tables and then use a slicer.
Best wishes.
Very Impressive. I WILL download this for my little tax consulting business. THANKS. I do have a question: I have a client list (raw data) ; is there a way to import my spreadsheet of prospects into this database?
Thank you. Glad to hear.
Data from other sources can be copied and then pasted (as values) in the template. Please make sure that the correct columns are copy-pasted.
Best wishes.
Awesome work thank you
You are welcome. Best wishes.
Thank you for your effort. Please, how can we add a new stage? For instance "Negotiation" before "Quote"
You are welcome.
To add a stage, add a new one next to the four stage names. Then update the named range L_ST.
In the section (Where are deals lost?), we have to add a new row and use the new stage and follow the formula used for the other stages.
To add a new status, edit the Data validation list and add a new status value.
Then as we have used the formulas in (cells G1, H1, I1 and J1), we have to create two for the new status.
Please let me know if there are any questions.
Best wishes.
Thanks bro !! awesome Sheet
You are welcome. Thanks for feedback.
Best wishes.
Good video Bro!
Thank you.
Best wishes.
Many thanks for sharing. Is it possible to add a column for Sales persons and then see all the results (lead/Opportunity/Demo/Quote etc.) for only that sales person ?
You are welcome.
Yes, you should be able to add a column to track Sales persons and add a slicer for that new column.
indzara.com/2017/01/sales-pipeline-tracker-excel-template/
Best wishes.
Hi Indzara, this is very nice CRM, Im interested to get it, however, I want one for Bidding and business development, do you have other CRM models? would gladly purchase it if you have one, thanks for your reply.
Thanks for the compliments, We have an advanced version of this template at indzara.com/product/sales-pipeline-manager/
Please specify requirements for bidding and business development.
Best wishes.
Hello Indzara team, let me begin by thanking you guys for uploading such insightful video. However, I have a question, how would someone actually define the Win%? Is there any specific metrics or indication to determine the winning percentage? or it's more back to us and score subjectively by our self? Thank you
You are welcome.
Thanks for your feedback.
Win % will depend on each business and you can use your historical data to estimate the win %.
Best wishes.
This template is very good. I can't wait to try it out. Question ... If I'm using the template as suggested but want to attach the original quotation to the lead, how do I link to the quotation? Simple question but I'm a novice.
Thank you. You can add links in the file to PDFs.
Best wishes.
Thank you for making this video! Is there any way you could customize this for a mortgage loan processor with about 80 loans in a pipeline
You are welcome.
Please clarify what changes would be needed.
I am not taking customization projects now, but if it will benefit a lot of users I will be adding to my road map of templates.
Thanks & Best wishes.
Hi, this has been very helpful. Thank you. However, I have added a column after the deal value and want the values in this column to be added to the deal value and calculate as a total of both columns. I tried changing the formula to pick this additional column, however I am unable to change this as it keeps giving me an error. Can you let me know how this can be done? Thank you
Thank you very much sir.
You are very welcome. Best wishes.
Good one. Tnx. Could we add sales representatives
Thanks. This is designed for tracking one's deals, or for one person consolidating all deals from multiple sales reps and entering into this template.
Please let us know if any questions.
Best wishes.
Hi, great video. Do you know if there is any software, app etc which can be used to monitor sales of other companies products on your site, not affiliate marketing.
I have a site where companies are asking if we can sell there products for them on a resell basis on our site.
I would appreciate any help.
Thanks,
Jimmy
Thanks. I am not aware of such software. Sorry.
Best wishes.
Once again thank you.
You are very welcome. Thanks for the feedback. Best wishes.
This is awesome love it! By the way, is there a way to create a google version of this?
Thank you for sharing your valuable feedback. You can get our Google Sheet version of Sales pipeline tracker from the following link:
indzara.com/2020/03/sales-pipeline-tracker-free-google-sheet-template/
Best wishes.
@@indzara thank you, you are the best!!
Thanks so much for the template and instructional video, I'll be using this template for business. I have a question though, how do I deal with the CRM template in terms of a given customer making an additional purchase ? Let's say I closed a $500 with Jon Doe on January 2nd, and on March 3rd I closed another $470 deal with him again.
You are welcome.
If it is a separate deal, please create a new row for the second deal.
Best wishes.
Hi Indzara, Ive just had a real look at this excellent Sheet now, and I will definitely be using it, how easy would it be to link the contacts over to another sheet that works as a simple CRM (CRM search will up your youtube views considerably too). maybe clicking on the contact in the first sheet could open up the entry on the next sheet in the form fill view look rather than the linear method...... that would keep the funnel sheet looking clean and effective but still allowing us to see all the relevant contact (CRM) details at one click. What do you think? This would be loved by all SME sales people who are sick of using Dynamics or salesforce which are expensive and time consuming......
Thanks for the feedback. Yes, having a separate contacts sheet and storing their information is definitely possible. Having a form type of data entry, would require writing macros, but am sure it is possible.
I hope to receive more feedback from users over the next couple of weeks. I will then review all feedback to add most in-demand features. Please continue to provide feedback. Thank you so much. Best wishes.
kindly can explain to me how can I distinguish each account manager with specific color
I added new column for the accounts managers
We take customization project for a fee, hence requesting to share your requirement to support@indzara.com for estimation.
Best wishes.
Can you please make video on backlog and OE also?
Thanks. Can you please clarify OE? please provide more details on backlog as well.
Best wishes.
@@indzara It is sales order entry and sales backlog
Fantastic Excel File! Would your team be alright if I modified the template for my own?
+Rafael Inigo dela Cruz thank you. Sure you are welcome to modify. If you are sharing please provide reference to indzara.com if you can. Thank you. Best wishes.
Most definitely. Thanks! :)
Awesome for startup
Thanks for your feedback. Best wishes for your startup.
how to add more deal stages
Pretty good
Thank you.
Best wishes.
What if I wanted to add subgroups to a stage? Such as Trial Account Orientation Trial Account Check-In Trial Account Close - Could I add those in as subgroups to one of the deal stages so that they would still show up in the top list under "Trial Account?"
The template tracks only stages.Technically sub-stages can be also treated as stages, but there is a limit to the number of stages in the template.
Please let us know if there are any questions.
Best wishes.
AwesomeSauce!
How can I insert it as Google sheet so that it becomes online tool
Thank you for showing interest in our template.
You can upload the template to Microsoft OneDrive and use Excel online which is similar to Google Drive and Google Sheet with live updates and more.
Best wishes.
Hi, I have question
how to do i freeze or lock only from A1 to A11 and it must not disturb the column wight if i want to change for other cells
Thanks.
Did you try 'Freeze panes' option? Please let me know.
Best wishes.
How could we learn how did u made this template
I will plan to publish tutorial in the future.
Best wishes.
i think it would be beneficial if the formulas were not editable. an entrant can make an error which would prove impossible to track unless if u reviewed all the formulas.
otherwise its a good pipeline, better than most
I appreciate the feedback. I agree. This is a feature that is being requested from Microsoft. Hopefully they will implement soon.
Best wishes.
My work computer keeps deleting this file due to a trojan, any thoughts
Sorry to hear that. I can assure you that there is no macro or code in the file. It has been downloaded and used by thousands and thousands of users. We have never received any complaints.
Please run a scan on your computer and let me know.
Best wishes.
Thanks
You are welcome.
Best wishes.
Great spreadsheet but I'm concerned about downloading a free template (viruses,worms,etc.)...has anyone had issues???
Thank you. The template has been downloaded by hundreds of users and I have not received any complaints. Please let me know if there are any questions.
Best wishes.
How do I download this template?
Please download from indzara.com/2017/01/sales-pipeline-tracker-excel-template/
Best wishes.
How can i get this template
Please download the template from indzara.com/2017/01/sales-pipeline-tracker-excel-template/
Best wishes.
Can I email you ? There’s a couple things I think would be useful
Yes, please email support@indzara.com
Best wishes.
cant fin template
Please download template from indzara.com/2017/01/sales-pipeline-tracker-excel-template/
Best wishes.
thanks