"Sales pipeline management" Excel template with dashboard, stages, forecast, tools, and analysis

[@Knowledgeispower2000]

Thank you so much. I have been looking for something simple like this.

[@yadavgaming-vg5ln]

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[@joseguzman6552]

There is any tutorial to make this template by myself from the beginning?

[@zacharykelley693]

This is an amazing spreadsheet!

[@zacharykelley693]

In your analysis tab you are missing October in C72. Just a heads up!

[@YouExec]

​ @Zachary Kelley Thanks Zach! We fixed this on both our free and complete Google sheets versions. Thanks for the tip!

[@ga1654]

i cant download it can someone share it with me ?

[@moy3804]

Your download for Google sheet and Excel are obtain with date fields in the Sales pipeline not working, and dates in the pipeline section of that same sheet are sometimes 22/01/2022 and other times 10/01/22 Bummer, if you fix it, I'd like to give Exec another shot. :)

[@MrIceman4418]

Bummer no dashboard like shown in video :(( Not cool

[@creativemarketing5582]

great spread sheet. How or where would be ideal to place a "Location" section for the leads?

[@YouExec]

Hello! If you want to add a section/column about the "location" or any other information regarding the Lead, you can add a column in the 'Sales Funnel' tab. If this doesn't answer your question, please send an email to our support team at [e-mail] who can better assist you. Thank you so much!

[@muhfaridhasan5208]

how to learn for create spreadsheet ?

[@aariphhawari475]

This is absolutely 👍

[@YouExec]

Thanks so much, Aariph! Many more spreadsheets and videos coming your way!

[@victorsa1798]

Great Video, is there anyway to forecast results based on current results?

[@crystallef3352]

I can’t get it to download. Can someone help please

[@YouExec]

Hi Crystalle, let us know what you are experiencing and we'd be happy to help you. Our support team email is also [e-mail] if you'd prefer to send an email. Thank you!

[@caioramos9697]

Hello! I'd like to add some filters, is there a video in which you teach that?

[@YouExec]

Hello! Our support team would be happy to help. Send an email to our team ([e-mail]) with what type of filters you are trying to add.

[@hometechnology9991]

How to create account in youX to download this template?

[@YouExec]

Hello! If you click the link at the top of the description of this video, you'll be taken to a page where you can enter your email address and download the template. If you still have a hard time figuring it out, send an email to [e-mail] and we shall help you out! Thank you!

[@caciocavalloster]

@@YouExec Same for me. Error is: Page couldn't be found

[@caciocavalloster]

Amazing! Can we get a new link to download the spreadsheet? The one in the description doesn't seem to work.

[@YouExec]

Hi! The link should be working now. Try it again and let us know if you have the same error!

[@jacquesoosthuizen8909]

Awesome spreadsheet. Curious if you can generate reports based on per customer. Basically a sales report for a specific customer based on either open, closed etc opportunities?

[@YouExec]

Hey Jacques! Unfortunately, this particular functionality isn't available currently. However, I did pass this feedback along to our content team to consider for upcoming spreadsheets!

[@maitrizenergie]

Love this solution. Is there any possibilities to download existing .xls data to appear on the spreadsheet instead of populating them line by line ? Thank you.

[@YouExec]

Hi! You can download the template from the video if you click the link in the KZbin description! You'll be directed to our site where you can enter your email to get access to this and hundreds of other resources! Let us know if you have any other questions!

[@YvesAustin]

Very nice - and no vba! I was curious how the dynamic Kanban bins were created; great example of a well mapped spreadsheet. Thank you.

[@YouExec]

Thanks so much, Yves! More spreadsheets and resources are coming your way!

[@caciocavalloster]

Were you able to download teh template? Would you be able tot share it?

[@showemprendeconexito]

Truly amazin!!! Congratulations

[@sydneydiaries7]

I just downloaded it, How can I add more fields under PIPELINE DISPLAY

[@YouExec]

Hi! Please send an email to our support team at [e-mail] and we'd be happy to help solve this issue for you!

[@caciocavalloster]

Woudl you be able to share it?

[@bencote2259]

Be nice if your template did not require an account setup. Free means free, no strings attached.

[@YouExec]

You could bypass it by entering a made up email like [e-mail]

[@Jeff-rx4de]

Sign up link is broken?

[@YouExec]

Hi Jeff! So we can further help you, what happens when you click the link / aka what message appears?

[@ga1654]

i cant download it can someone share it with me ?

[@YouExec]

Sorry, we had a bug. Can you try again -- it should work now

[@jfcorrea7]

This is sooo helpful! Is there a way to get free access to the sales dashboard? Already unhided the analysis tab but still it's useless without dashboard data/ sales dashboard...someone knows how can I get this for free?

[@YouExec]

Hi! Thank you so much! The sales dashboard is only available for You Exec Plus users so you'll need up to upgrade your membership in order to have access.

[@OristaPrimadewa]

Hi There, I've subscribed and tried to Make a copy of the full version for Google Spreadsheet. But it says that the file is deleted. Can u help me with this? I've paid...

[@lotuscapitalltd]

This is absolutely good. I just downloaded it now, but I am not able to access the dashboard sheet. How do I resolve this, please?

[@YouExec]

Hi Lotus Capital Limited - you have to unhide it. Reach out to [e-mail] if you have further issues and we'll help you out.

[@timz2917]

How did Noah make 56k in sales from 0 sales