How to use? 🤷🏻
Regular Updates
Each sales rep updates their section weekly with the latest deal statuses and next steps.
Review Key Questions
These questions should be used to guide pipeline reviews and strategic planning.
Forecast Analysis
Regularly compare the forecast against the quota and discuss strategies to meet targets.
Team Meetings
Use this template in team meetings to discuss overall progress, share insights, and strategize for the coming week.
Team Summary
[Week #10]
Quota 📌 | Bookings QTD 🗳️ | Commit 📥 | Upside ✍🏼 |
|---|---|---|---|
$500,000 | $200,000 | $150,000 | $80,000 |
Example: Team's total quota is $500,000. So far, they've booked $200,000, committed to $150,000, and have a potential upside of $80,000. | |||
Individual Rep Summaries
Rep #1 | [Week #10]
Swing Deals 🗃️ | Status 📍 | Next Steps 🔎 |
|---|---|---|
Deal A | In Negotiation | Finalize terms by 03/15 |
Deal B | Proposal Sent | Follow-up call on 03/10 |
Deal C | Discovery | Schedule demo for 03/12 |
Commit | $40,000 | Pipeline Coverage $120,000 |
Upside | $25,000 |
Example
Rep #1 is working on three deals.
Deal A | is in negotiation. 📂
Deal B | has a proposal sent. 📤
Deal C | is in the discovery stage. 📨
Rep #2 and Rep #3 | Follow a similar format with their specific deals and statuses.
Key Questions for Pipeline Review
# | Question | Example Answer 🗂️ | Last Checked |
|---|---|---|---|
1 | Decision Maker Identification | John Smith, CFO 🧑💼 | 03/05/2024 |
2 | Multi-threaded? | Yes, Jane Doe (IT Head) involved ✍🏼 | 03/07/2024 |
3 | Pricing Discussed? | Yes, on 03/02/2024 🗓️ | |
4 | Are they engaged? | [#] Emails sent in the past 7 days 📤 | |
5 | Red Flags | Did their priorities change? 📑 | |
6 | Did we set next steps? | When: | |
7 | What steps do we need to take to finalize the deal? | Does this line up with our estimated close date? 🧾 |
Forecasting Slide
[Current Fiscal Quarter]
Current Quarter Forecast 📊 | Rep Rollup 📂 | Forecast 📈 | Notes 📒 |
|---|---|---|---|
$400K ARR | $350K ARR (-$50K to Goal) | $380K ARR (-$20K to Goal) | Focus on closing Deal A |
Example: The team's current quarter forecast is $400K ARR. The rep rollup is at $350K, with a forecast of $380K. There's a focus on closing specific deals to meet the goal. | |||
