Sales pipeline

Build and manage the entire sales pipeline and forecasting process with this template easy-to-use template that comes with fields and views that are required for this business process.



Having many sales opportunities in the pipeline is a great problem to have, but if you are facing this problem, you may be facing a process management challenge as well. Getting a clear picture of the sales pipeline requires quality data inputs and a detailed yet easy-to-use system to track this data. GoodDay Sales Pipeline template will get you moving in the right direction. 

The template comes with a custom task type, Opportunity, that includes fields to track the opportunity value, custom stages (New, Negotiation, etc.), probability of closing, and more. The template will provide a great start for a simple sale process, but you can always build on it to match a more sophisticated set of data points your sales team may be required to record in order to include an opportunity into their forecast

Use Template

Template details

Task types

Sales opportunity

Custom fields

Phone Email Probability Forecast value Expected close date Notes Rating

Statuses

NEW ACTIVE NEGOTIATION/CONTRACT ON HOLD CLOSED - WON CLOSED - LOST