View Single Post
  #1   Report Post  
Posted to microsoft.public.excel.worksheet.functions
Csmed Csmed is offline
external usenet poster
 
Posts: 1
Default sales process template

How does one go about creating a spreadsheet that tracks a lead or contact
and follows it through the sales cycle until it converts to a client or sale?
It shows each of the different phases of the sales cycle and a percentage of
that lead or contact is followed through each step and it all adds up to the
total number of sales at the bottom. This number is then tied into the
yearly pro forma.

Sounds easy but putting it on paper is confusing for me.