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DASHBOARD

ADDRESS SETTINGS - to start work with the CRM template first defining your settings. Update steps of your
SETTINGS BOOK process flow and input your sales agents.
ADDRES BOOK - will help you to keep all the customer and potential customer data.

DEFINE TASKS - here is where you start planning your tasks. Describe what you want to achieve.
DEFINE TASKS Set importance and assign a customer / potential customer.

TASKS & PROCESS RECORDS - Follow up and update each created task. When you accomplish a
TASKS & PROCESS stage or want to plan next step you can write down here your plans and their results. Based on
RECORDS your all inputs there you will get helpful and easy to follow up output.

PROCESS PIPELINE - View waiting tasks in form of Kanban cards, you can fitter specific tasks by
PROCESS their attributes or responsible person.
PIPELINE CALENDAR
CALENDAR - You can follow all your plans or meetings.

SALESMEN PERFORMANCE - Analyze consolidated data per each of your sales agent and compare
SALESMEN TASK their work occupancy. Filter charts by date and sales agent.
PERFORMANCE CONVERSION TASK CONVERSION - Process flow analysis: filter charts by date and status. Find out were you are
loosing the most of your leads and what is a main source of your clients.

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SETTINGS
COLOR
PROCESS STAGES SALESMEN TASK IMPORTANCE REPRESENTATION LEAD STATUS

NEW OPPORTUNITY Francesca Cooley High Customer

LEAD QUALIFICATION Sylvia Mcclain Medium Lead
CONTACT / MEETING Audrey Workman Low Prospect
OFFER James Blair IF NOT SET
NEGOTIATION Mohammad Riggs
WON / LOST Charles Guy
POST PURCHASE Carl Wooten

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access many other cool features.

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ADDRESS BOOK
CUSTOMER NAME STATUS LEAD SOURCE CONTACT PERSON E-MAIL PHONE ADDRESS

Rutrum Inc. Customer Google Adds Leonard Gilmore Financer@[Link] 1-100-881-3824 Ap 586-3617 Hendrerit Road
Luctus Et Ultrices Ltd Customer Facebook Oleg Thompson Mercantil@[Link] 1-766-716-2127 304-4343 Litora Av.
Enim Mauris Corporation Lead LinkedIn Nevada Johns Subsidy@[Link] 1-577-233-2727 8766 Magnis St.
Maecenas Incorporated Lead Advertisement Flavia Bernard Shareholding@[Link] 1-309-234-0619 P.O. Box 978, 8112 Porttitor St.
Pede Consulting Prospect Customer Event Ian Guerrero Inflationary@[Link] 1-986-504-4507 549-2208 Magna. Road
Consectetuer Adipiscing Elit LLP Prospect Employee Referral Evan Morin Incomes inc@[Link] 1-381-947-0242 Ap 4992 Consequat Rd.
Erat Semper PC Customer Google Adwords Chandler Cardenas FinanceLock@[Link] 1-631-377-1134 218-9537 Ipsum Av.

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DEFINE TASKS
TASK ID CUSTOMER SHORT DESCRIPTION LONG DESCRIPTION IMPORTANCE ACTIVE?
(max 25 characters)
100 Rutrum Inc. Sell Application Sell our X to their finance team. High Open
101 Luctus Et Ultrices Ltd Renew contract Renew contract for next year. Medium Open
102 Enim Mauris Corporation Outsourcing contract Offer our outsourcing services. Open
103 Rutrum Inc. Sell subscription Implement our financial app at Team A. Medium Open
104 Maecenas Incorporated Create DB High Open
105 Erat Semper PC Sell subscription Low Closed
106 Erat Semper PC Implement system Implement new application High Open
107 Consectetuer Adipiscing Elit LLP Renew old contract Low Open
108 Pede Consulting Perform QA test High Open
109 Maecenas Incorporated Implement system Implement new application Closed
110 Pede Consulting Implement CRM Medium Open
111 Rutrum Inc. Outsourcing contract Medium Open
112 Enim Mauris Corporation Renew contract Customer renew subscription under updated terms. High Closed

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 CUSTOMER RELATIONSHIP MANAGEMENT TOOL
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WITH PASSWORD
TASKS & PROCESS RECORDS
TASK ID CUSTOMER DATE STAGE SALESMAN
100 - Sell Application Rutrum Inc. 18/07/2020 NEW OPPORTUNITY Sylvia Mcclain
103 - Sell subscription Rutrum Inc. 19/08/2020 NEW OPPORTUNITY James Blair
105 - Sell subscription Erat Semper PC 15/07/2020 NEW OPPORTUNITY Charles Guy
105 - Sell subscription Erat Semper PC 19/07/2020 LEAD QUALIFICATION Charles Guy
102 - Outsourcing contract Enim Mauris Corporation 30/06/2020 NEW OPPORTUNITY Audrey Workman
108 - Perform QA test Pede Consulting 26/08/2020 NEW OPPORTUNITY James Blair
104 - Create DB Maecenas Incorporated 26/08/2020 NEW OPPORTUNITY Mohammad Riggs
102 - Outsourcing contract Enim Mauris Corporation 01/07/2020 LEAD QUALIFICATION Audrey Workman
104 - Create DB Maecenas Incorporated 30/08/2020 LEAD QUALIFICATION Mohammad Riggs
112 - Renew contract Enim Mauris Corporation 27/08/2020 NEW OPPORTUNITY Mohammad Riggs
102 - Outsourcing contract Enim Mauris Corporation 15/07/2020 CONTACT / MEETING Audrey Workman
112 - Renew contract Enim Mauris Corporation 05/09/2020 LEAD QUALIFICATION Mohammad Riggs
108 - Perform QA test Pede Consulting 08/09/2020 LEAD QUALIFICATION James Blair
108 - Perform QA test Pede Consulting 21/09/2020 CONTACT / MEETING James Blair
106 - Implement system Erat Semper PC 28/09/2020 NEW OPPORTUNITY Carl Wooten
107 - Renew old contract Consectetuer Adipiscing Elit LLP 28/09/2020 NEW OPPORTUNITY Carl Wooten
108 - Perform QA test Pede Consulting 25/09/2020 OFFER James Blair
108 - Perform QA test Pede Consulting 27/09/2020 NEGOTIATION James Blair
108 - Perform QA test Pede Consulting 29/09/2020 WON / LOST James Blair
108 - Perform QA test Pede Consulting 30/09/2020 POST PURCHASE James Blair
102 - Outsourcing contract Enim Mauris Corporation 22/07/2020 OFFER Audrey Workman
101 - Renew contract Luctus Et Ultrices Ltd 20/08/2020 NEW OPPORTUNITY Francesca Cooley
101 - Renew contract Luctus Et Ultrices Ltd 25/08/2020 LEAD QUALIFICATION Francesca Cooley
101 - Renew contract Luctus Et Ultrices Ltd 28/08/2020 CONTACT / MEETING Francesca Cooley
101 - Renew contract Luctus Et Ultrices Ltd 01/09/2020 OFFER Francesca Cooley
104 - Create DB Maecenas Incorporated 01/09/2020 CONTACT / MEETING Mohammad Riggs
112 - Renew contract Enim Mauris Corporation 15/09/2020 CONTACT / MEETING Mohammad Riggs
112 - Renew contract Enim Mauris Corporation 17/09/2020 OFFER Mohammad Riggs
112 - Renew contract Enim Mauris Corporation 20/09/2020 NEGOTIATION Mohammad Riggs
112 - Renew contract Enim Mauris Corporation 25/09/2020 WON / LOST Mohammad Riggs
101 - Renew contract Luctus Et Ultrices Ltd 05/09/2020 NEGOTIATION Francesca Cooley
107 - Renew old contract Consectetuer Adipiscing Elit LLP 30/09/2020 LEAD QUALIFICATION Carl Wooten
107 - Renew old contract Consectetuer Adipiscing Elit LLP 04/10/2020 CONTACT / MEETING Carl Wooten
103 - Sell subscription Rutrum Inc. 01/09/2020 LEAD QUALIFICATION James Blair
106 - Implement system Erat Semper PC 28/09/2020 LEAD QUALIFICATION Carl Wooten
109 - Implement system Maecenas Incorporated 08/09/2020 NEW OPPORTUNITY Sylvia Mcclain
110 - Implement CRM Pede Consulting 17/09/2020 NEW OPPORTUNITY Audrey Workman
110 - Implement CRM Pede Consulting 21/09/2020 LEAD QUALIFICATION Audrey Workman
110 - Implement CRM Pede Consulting 25/09/2020 CONTACT / MEETING Audrey Workman
111 - Outsourcing contract Rutrum Inc. 29/09/2020 NEW OPPORTUNITY Audrey Workman
111 - Outsourcing contract Rutrum Inc. 03/10/2020 LEAD QUALIFICATION Audrey Workman
111 - Outsourcing contract Rutrum Inc. 07/10/2020 CONTACT / MEETING Audrey Workman
111 - Outsourcing contract Rutrum Inc. 11/10/2020 OFFER Audrey Workman
111 - Outsourcing contract Rutrum Inc. 15/10/2020 NEGOTIATION Audrey Workman
 For more templates, click →
info@[Link]

NOTES / RESULTS
Contact potential client, set up meeting
check the opportunity
Meeting sceduled on Monday 24.08.2020 10:30am, client address.

evaluation info
offer notes
meeting notes

contact notes
 CUSTOMER RELATIONSHIP MANAGEMENT TOOL For more templates, click →
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PROCESS PIPELINE

This shape represents a table This shape represents a table This shape represents a table This shape represents a table This shape represents a table IMPORTANCE - colors info
slicer. Table slicers are not slicer. Table slicers are not slicer. Table slicers are not slicer. Table slicers are not slicer. Table slicers are not HIGH
supported in this version of Excel. supported in this version of Excel. supported in this version of Excel. supported in this version of supported in this version of MEDIUM
Excel. Excel. LOW
If the shape was modified in an If the shape was modified in an If the shape was modified in an NOT SET
earlier version of Excel, or if the earlier version of Excel, or if the earlier version of Excel, or if the If the shape was modified in If the shape was modified in an
workbook was saved in Excel workbook was saved in Excel workbook was saved in Excel an earlier version of Excel, or earlier version of Excel, or if
2007LEAD
or earlier, the slicer can't be
QUALIFICATION 2007 or earlier, the slicer can't be
NEGOTIATION 2007 or earlier,
CONTACT the slicer can't be
/ MEETING if theOFFER
workbook was saved in the workbook was saved in
NEGOTIATION WON / LOST
used. used. used. Excel 2007 or earlier, the Excel 2007 or earlier, the slicer
105 - Sell subscription 101 - Renew contract 104 - Create DB slicer can't
102 - Outsourcing be used.
contract can't
101 - Renew be used.
contract 112 - Renew contract
Erat Semper PC Luctus Et Ultrices Ltd Maecenas Incorporated Enim Mauris Corporation Luctus Et Ultrices Ltd Enim Mauris Corporation
Charles Guy Francesca Cooley Mohammad Riggs Audrey Workman Francesca Cooley Mohammad Riggs
103 - Sell subscription 111 - Outsourcing contract 107 - Renew old contract 111 - Outsourcing contract
Rutrum Inc. Rutrum Inc. Consectetuer Adipiscing Elit LLP Rutrum Inc.
James Blair Audrey Workman Carl Wooten Audrey Workman
106 - Implement system 110 - Implement CRM
Erat Semper PC Pede Consulting
Carl Wooten Audrey Workman

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CALENDAR

September 2020 SELECT MONTH AND YEAR All tasks (all stages) CHOSE RANGE OF TASKS

Tuesday, 1 Sep Wednesday, 2 Sep Thursday, 3 Sep Friday, 4 Sep Saturday, 5 Sep Sunday, 6 Sep
101 - Renew contract 112 - Renew contract
Luctus Et Ultrices Ltd Enim Mauris Corporation
OFFER LEAD QUALIFICATION
104 - Create DB 101 - Renew contract
Maecenas Incorporated Luctus Et Ultrices Ltd
CONTACT / MEETING NEGOTIATION
103 - Sell subscription
Rutrum Inc.
LEAD QUALIFICATION

Monday, 7 Sep Tuesday, 8 Sep Wednesday, 9 Sep Thursday, 10 Sep Friday, 11 Sep Saturday, 12 Sep Sunday, 13 Sep
108 - Perform QA test
Pede Consulting
LEAD QUALIFICATION
109 - Implement system
Maecenas Incorporated
NEW OPPORTUNITY

Monday, 14 Sep Tuesday, 15 Sep Wednesday, 16 Sep Thursday, 17 Sep Friday, 18 Sep Saturday, 19 Sep Sunday, 20 Sep
112 - Renew contract 112 - Renew contract 112 - Renew contract
Enim Mauris Corporation Enim Mauris Corporation Enim Mauris Corporation
CONTACT / MEETING OFFER NEGOTIATION
110 - Implement CRM
Pede Consulting
NEW OPPORTUNITY

Monday, 21 Sep Tuesday, 22 Sep Wednesday, 23 Sep Thursday, 24 Sep Friday, 25 Sep Saturday, 26 Sep Sunday, 27 Sep
108 - Perform QA test 108 - Perform QA test 108 - Perform QA test
Pede Consulting Pede Consulting Pede Consulting
CONTACT / MEETING OFFER NEGOTIATION
110 - Implement CRM 112 - Renew contract
Pede Consulting Enim Mauris Corporation
LEAD QUALIFICATION WON / LOST
110 - Implement CRM
Pede Consulting
CONTACT / MEETING
Monday, 28 Sep Tuesday, 29 Sep Wednesday, 30 Sep
106 - Implement system 108 - Perform QA test 108 - Perform QA test
Erat Semper PC Pede Consulting Pede Consulting
NEW OPPORTUNITY WON / LOST POST PURCHASE
107 - Renew old contract 111 - Outsourcing contract 107 - Renew old contract
Consectetuer Adipiscing Elit LLP Rutrum Inc. Consectetuer Adipiscing Elit LLP
NEW OPPORTUNITY NEW OPPORTUNITY LEAD QUALIFICATION
106 - Implement system
Erat Semper PC
LEAD QUALIFICATION

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SALESMEN PERFORMANCE

SALESMAN All salesmen DATE RANGE All Data OPEN TASKS 0 CLOSED TASKS 0

A V E R A G E D A Y S P E R ST A G E F O R A L L SA L E SM E N T A SK S I N F O R M A T I O N B Y A G E N T
8
7
6
5 Carl Wo o ten
4
3
2
1 Ch ar les Gu y
0
N G R N ST SE
IO IN E IO
T T FF T O A
A E O IA /L H
C E T N RC
I FI /M O O PU
L G W M o h am m ad Rig g s
U
A C
T
N
E ST
Q T
A PO
D N
A O
E C
L

Jam es Blair

N UMB E R O F S TA GE S A CO M P L IS H E D B Y A L L S A L E S ME N
14
12 Au d rey Wo r k m an
10
8
6
Sy lv ia Mcclain
4
2
0
IT
Y
O
N
IN
G ER O
N ST SE
N TI T FF TI O A Fr an cesca Co o ley
EE O /L H
R TU I CA T IA N RC
O IF /M O O PU
PP A
L
CT EG W
ST
O U N
Q TA PO 0 2 4 6 8 10 12 14
EW D N
N A CO
LE
NUM BE R OF ST AGE S NUMBE R OF T ASKS

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TASK CONVERSION

DATE RANGE All Data TASKS RANGE All tasks OPEN TASKS 10 CLOSED TASKS 3

SA L E S P I P E L I N E A V E R A G E D A Y S P E R ST A G E

NE W OPPORT UNI T Y 13 L E AD QUAL I FICAT I ON

L E AD QUAL IFI CAT ION 11 CONT ACT / M E E T I NG

CONT ACT / ME E T ING 8

OFFE R

OFFE R 5
NE GOT IAT I ON

NE GOT I AT ION 4
WON / L OST

WON / L OST 2
POST PURCHASE
POST PURCHASE 1
0 1 2 3 4 5 6 7 8

L E A D SO U R C E T A SK S P E R C U ST O M E R
3.5
8% 3
8% Google Adds 2.5
23%
Google Adwords 2
LinkedIn 1.5
15% Customer Event 1
Advertisement 0.5
15% Employee Referral 0
Facebook C g c.
rP d… tin rp
…
or
…
ltr
i… In
15% pe A ul o
er ns nc ri sC tU r um
em tu Co
I E t
15% tS te e as au us Ru
a ec d ce
n M t
Er ns Pe uc
Co ae im L
M En

Terms of Use Developed by [Link] ©

 Lead - Short descript LEAD ID CUSTOMER

100 - Sell Application 100 Rutrum Inc.

103 Rutrum Inc.

103 - Sell subscription
105 - Sell subscription 105 Erat Semper PC
105 - Sell subscription 105 Erat Semper PC
102 - Outsourcing contract 102 Enim Mauris Corporation
108 - Perform QA test 108 Pede Consulting
104 - Create DB 104 Maecenas Incorporated
102 - Outsourcing contract 102 Enim Mauris Corporation
104 - Create DB 104 Maecenas Incorporated
112 - Renew contract 112 Enim Mauris Corporation
102 - Outsourcing contract 102 Enim Mauris Corporation
112 - Renew contract 112 Enim Mauris Corporation
108 - Perform QA test 108 Pede Consulting
108 - Perform QA test 108 Pede Consulting
106 - Implement system 106 Erat Semper PC
107 - Renew old contract 107 Consectetuer Adipiscing Elit LLP
108 - Perform QA test 108 Pede Consulting
108 - Perform QA test 108 Pede Consulting
108 - Perform QA test 108 Pede Consulting
108 - Perform QA test 108 Pede Consulting
102 - Outsourcing contract 102 Enim Mauris Corporation
101 - Renew contract 101 Luctus Et Ultrices Ltd
101 - Renew contract 101 Luctus Et Ultrices Ltd
101 - Renew contract 101 Luctus Et Ultrices Ltd
101 - Renew contract 101 Luctus Et Ultrices Ltd
104 - Create DB 104 Maecenas Incorporated
112 - Renew contract 112 Enim Mauris Corporation
112 - Renew contract 112 Enim Mauris Corporation
112 - Renew contract 112 Enim Mauris Corporation
112 - Renew contract 112 Enim Mauris Corporation
101 - Renew contract 101 Luctus Et Ultrices Ltd
107 - Renew old contract 107 Consectetuer Adipiscing Elit LLP
107 - Renew old contract 107 Consectetuer Adipiscing Elit LLP
103 - Sell subscription 103 Rutrum Inc.
106 - Implement system 106 Erat Semper PC
109 - Implement system 109 Maecenas Incorporated
110 - Implement CRM 110 Pede Consulting
110 - Implement CRM 110 Pede Consulting
110 - Implement CRM 110 Pede Consulting
111 - Outsourcing contract 111 Rutrum Inc.
111 - Outsourcing contract 111 Rutrum Inc.
111 - Outsourcing contract 111 Rutrum Inc.
111 - Outsourcing contract 111 Rutrum Inc.
111 - Outsourcing contract 111 Rutrum Inc.
 Used in conversion sheet.

IMPORTANCE LEAD SOURCE SALES AGENT CLOSED

High Google Adds Sylvia Mcclain Open

Medium Google Adds James Blair Open

Low Google Adwords Charles Guy Closed

Low Google Adwords Charles Guy Closed
LinkedIn Audrey Workman Open
High Customer Event James Blair Open
High Advertisement Mohammad Riggs Open
LinkedIn Audrey Workman Open
High Advertisement Mohammad Riggs Open
High LinkedIn Mohammad Riggs Closed
LinkedIn Audrey Workman Open
High LinkedIn Mohammad Riggs Closed
High Customer Event James Blair Open
High Customer Event James Blair Open
High Google Adwords Carl Wooten Open
Low Employee Referral Carl Wooten Open
High Customer Event James Blair Open
High Customer Event James Blair Open
High Customer Event James Blair Open
High Customer Event James Blair Open
LinkedIn Audrey Workman Open
Medium Facebook Francesca Cooley Open
Medium Facebook Francesca Cooley Open
Medium Facebook Francesca Cooley Open
Medium Facebook Francesca Cooley Open
High Advertisement Mohammad Riggs Open
High LinkedIn Mohammad Riggs Closed
High LinkedIn Mohammad Riggs Closed
High LinkedIn Mohammad Riggs Closed
High LinkedIn Mohammad Riggs Closed
Medium Facebook Francesca Cooley Open
Low Employee Referral Carl Wooten Open
Low Employee Referral Carl Wooten Open
Medium Google Adds James Blair Open
High Google Adwords Carl Wooten Open
Advertisement Sylvia Mcclain Closed
Medium Customer Event Audrey Workman Open
Medium Customer Event Audrey Workman Open
Medium Customer Event Audrey Workman Open
Medium Google Adds Audrey Workman Open
Medium Google Adds Audrey Workman Open
Medium Google Adds Audrey Workman Open
Medium Google Adds Audrey Workman Open
Medium Google Adds Audrey Workman Open
 DATE TASK DESCRIPTION STAGE
2020-07-18 Sell Application NEW OPPORTUNITY

2020-08-19 Sell subscription NEW OPPORTUNITY

2020-07-15 Sell subscription NEW OPPORTUNITY

2020-07-19 Sell subscription LEAD QUALIFICATION
2020-06-30 Outsourcing contract NEW OPPORTUNITY
2020-08-26 Perform QA test NEW OPPORTUNITY
2020-08-26 Create DB NEW OPPORTUNITY
2020-07-01 Outsourcing contract LEAD QUALIFICATION
2020-08-30 Create DB LEAD QUALIFICATION
2020-08-27 Renew contract NEW OPPORTUNITY
2020-07-15 Outsourcing contract CONTACT / MEETING
2020-09-05 Renew contract LEAD QUALIFICATION
2020-09-08 Perform QA test LEAD QUALIFICATION
2020-09-21 Perform QA test CONTACT / MEETING
2020-09-28 Implement system NEW OPPORTUNITY
2020-09-28 Renew old contract NEW OPPORTUNITY
2020-09-25 Perform QA test OFFER
2020-09-27 Perform QA test NEGOTIATION
2020-09-29 Perform QA test WON / LOST
2020-09-30 Perform QA test POST PURCHASE
2020-07-22 Outsourcing contract OFFER
2020-08-20 Renew contract NEW OPPORTUNITY
2020-08-25 Renew contract LEAD QUALIFICATION
2020-08-28 Renew contract CONTACT / MEETING
2020-09-01 Renew contract OFFER
2020-09-01 Create DB CONTACT / MEETING
2020-09-15 Renew contract CONTACT / MEETING
2020-09-17 Renew contract OFFER
2020-09-20 Renew contract NEGOTIATION
2020-09-25 Renew contract WON / LOST
2020-09-05 Renew contract NEGOTIATION
2020-09-30 Renew old contract LEAD QUALIFICATION
2020-10-04 Renew old contract CONTACT / MEETING
2020-09-01 Sell subscription LEAD QUALIFICATION
2020-09-28 Implement system LEAD QUALIFICATION
2020-09-08 Implement system NEW OPPORTUNITY
2020-09-17 Implement CRM NEW OPPORTUNITY
2020-09-21 Implement CRM LEAD QUALIFICATION
2020-09-25 Implement CRM CONTACT / MEETING
2020-09-29 Outsourcing contract NEW OPPORTUNITY
2020-10-03 Outsourcing contract LEAD QUALIFICATION
2020-10-07 Outsourcing contract CONTACT / MEETING
2020-10-11 Outsourcing contract OFFER
2020-10-15 Outsourcing contract NEGOTIATION
 Used in calendar

NOTES AND COMMENTS CUSTOMER VS LEADLAST STAGE ROW NO LAST STAGE NAME
Contact potential client, set up meeting Customer 1 NEW OPPORTUNITY

check the opportunity Customer -1

Meeting sceduled on Monday 24.08.2020 10:30am, client address.

Customer -1
Customer 4 LEAD QUALIFICATION
Lead -1
Prospect -1
Lead -1
Lead -1
Lead -1
Lead -1
Lead -1
Lead -1
Prospect -1
Prospect -1
Customer -1
Prospect -1
Prospect -1
Prospect -1
Prospect -1
Prospect 20 POST PURCHASE
Lead 21 OFFER
Customer -1
evaluation info Customer -1
offer notes Customer -1
meeting notes Customer -1
Lead 26 CONTACT / MEETING
Lead -1
Lead -1
Lead -1
Lead 30 WON / LOST
contact notes Customer 31 NEGOTIATION
Prospect -1
Prospect 33 CONTACT / MEETING
Customer 34 LEAD QUALIFICATION
Customer 35 LEAD QUALIFICATION
Lead 36 NEW OPPORTUNITY
Prospect -1
Prospect -1
Prospect 39 CONTACT / MEETING
Customer -1
Customer -1
Customer -1
Customer -1
Customer 44 NEGOTIATION
-1
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Helper for pipeline Days between stages 365

VISIBLE ROWS NO TIME PER STAGE 30 / QUARTER / YEAR (CONVERSION)

1 0

0
0
4 4 0
0
0
0
1 0
4 0
0
14 0
9 0
13 0
13 0
0
0
4 0
2 0
2 0
20 1 0
21 7 0
0
5 0
3 0
4 0
26 2 0
10 0
2 0
3 0
30 5 0
31 4 0
2 0
33 4 0
34 13 0
35 0 0
36 0
0
4 0
39 4 0
0
 4 0
4 0
4 0
44 4 0
 365

30 / QUARTER / YEAR (PERFORMACE)

CONVERSION PIPELINE FUNNEL

0
0 SOURCES Count sources AXIS
0 Google Adds 3 NEW OPPORTUNITY
0 Google Adwords 2 LEAD QUALIFICATION
0 LinkedIn 2 CONTACT / MEETING
0 Customer Event 2 OFFER
0 Advertisement 2 NEGOTIATION
0 Employee Referral 1 WON / LOST
0 Facebook 1 POST PURCHASE
0
0
0
0
0
0
0
0
0
0
0
0
0
0 COUNT SOURCES: 7
0 COUNT START: 1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
 CONVERSION RATE SHEET

COUNT

COUNT
RSION PIPELINE FUNNEL COUNT STAGES Stage Avg time Tasks per Cu

MANIPULATION All time 1 All time 0 1 3

0 13 1 1 2 1
1 11 1 5.4 1 3 2
2.5 8 1 6.8 1 4 2
4 5 1 4.2 1 5 2
4.5 4 1 3.3 1 6 1
5.5 2 1 3.5 1 7 2
6 1 0 1.0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0

COUNT STAGES: 7 COUNT STAGES: 6

COUNT START: 1 COUNT START: 2
 Tasks per Customer Open Tasks Closed Tasks

Rutrum Inc. Rutrum Inc. 10 3

Luctus Et Ultrices Ltd Luctus Et Ultri…
Enim Mauris Corporation Enim Mauris Cor… COUNT TASK PER CUSTOMER
Maecenas Incorporated Maecenas Incorp… 7 7
Pede Consulting Pede Consulting MAX REAL
Consectetuer Adipiscing Elit LLP Consectetuer Ad…
Erat Semper PC Erat Semper PC
 SALESMAN PREFORMANCE

COUNT

COUNT
CONVERSION PIPELINE FUNNEL Stage Avg time Open Closed

AXIS COUNT STAGES 1 COUNT TIME 0 0 0

NEW OPPORTUNITY 13 1 1
LEAD QUALIFICATION 11 1 5.4 1
CONTACT / MEETING 8 1 6.8 1
OFFER 5 1 4.2 1
NEGOTIATION 4 1 3.3 1
WON / LOST 2 1 3.5 1
POST PURCHASE 1 0 1.0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0

COUNT STAGES: 7 COUNT STAGES: 6

COUNT START: 1 COUNT START: 2
AN PREFORMANCE

Count
Short Name Agent Stages per agent All Tasks Per Agent
Agents
Francesca Cooley Francesca Cooley 5 0 7
Sylvia Mcclain Sylvia Mcclain 2 0
Audrey Workman Audrey Workman 12 0
James Blair James Blair 9 0
Mohammad Riggs Mohammad Riggs 9 0
Charles Guy Charles Guy 2 0
Carl Wooten Carl Wooten 5 0
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Use of any Template for any purpose other than expressly permitted in this EULA is prohibited, and may result in severe civil and criminal penalties.

CONTACT
For more information and specific permissions for your case, please contact us at: info@SPHM Hospitality