Sales CRM & Pipeline
Captioned video: 2 minutes, no audio. Pause as needed.

1. Start with your own copy
Save a copy of the workbook before replacing the fictional examples. Use Microsoft Excel.
The workbook contains Dashboard, Pipeline, Contacts and Start here tabs. The example companies and figures are fictional.

2. Add your customer contacts
Open Contacts. Replace the sample contact with your customer details, then add one contact per row.
Use Account ID, Company, Contact name, Email, Phone, Role, Owner and Notes. There is room for 300 contacts.

3. Record each sales opportunity
Open Pipeline. Enter one deal per row in columns A to L. Leave calculated columns M and N alone.
Enter a deal ID, company, opportunity, contact email, owner and deal value. The register supports 500 deals.

4. Set the stage and probability
Choose the sales stage from the dropdown. Enter probability as a percentage, for example 60%.
Open stages are New lead, Qualified, Proposal and Negotiation. Enter 60%, not 60. A$24,000 at 60% gives a weighted forecast of A$14,400.

5. Plan the next action
Enter expected close date, follow-up due date and the next action. Use actual Excel dates.
Expected close dates feed the monthly forecast. Follow-up status changes with the date. Reminders appear in the sheet; the workbook does not send emails.

6. Read your dashboard
Open Dashboard to review open pipeline, weighted forecast, won value and overdue follow-ups.
The sample open pipeline is A$36,000 and its weighted forecast is A$18,600. Weighted forecast is an estimate, not guaranteed revenue.

7. Close deals and review weekly
When a deal closes, change its stage to Won or Lost and record the closed date.
Filter the Pipeline by owner, stage or follow-up date. Closed deals are excluded from the open forecast. Save the workbook after each update.

8. Keep the workbook working
Edit the input registers. Keep dashboard formulas and Pipeline columns M and N intact.
To start fresh, clear sample input values only. Do not delete formula columns. If a total looks wrong, check the stage, amount, probability and dates.