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Sales pipeline reports

M

mr_hiboy

Member
Evening all, I've been tasked with producing a fairly detailed budget plan and sales pipeline model. Whilst I have a few ideas, I thought I'd have a look on here for any examples of pipeline reports.


Doesn't seem to be much on here, anyone know of any example or have any to share ideas?


thanks
 
Mr Hiboy

Have you had a read through: http://chandoo.org/wp/2010/09/21/project-valuation-model-in-excel/

A lot of the techniques discussed there are just as relevent to your task


Who does you Budgets now, ask them to walk you through the process.

Start by replicating a manual or existing system


Discuss with various area/project managers as you get to each area and get there input and buy-in
 
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