Description
A simple CRM to track leads through your sales pipeline with weighted forecast and win rate.
- Automatic summary: Open pipeline, Weighted forecast (open deals), Won value, Win rate
- Calculated for you: Probability, Weighted value
- Drop-down menus for quick, consistent entry
- Colour-coded status and progress highlights
- Built-in chart that updates as you type
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
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