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Excel — Sales Funnel Dashboard | Sales Funnel Dashboard

Other Excel — Sales Funnel Dashboard | Sales Funnel Dashboard

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FULL EXCEL SALES FUNNEL AND CONVERSION DASHBOARD


★ PROFESSIONAL TOOL FOR SALES FUNNEL ANALYTICS AND MANAGEMENT



WHAT'S INCLUDED IN THE DASHBOARD:


★ 5 COMPREHENSIVE ANALYTICS SHEETS — dashboard, lead tracking, conversions, forecast, instructions


★ 8 FUNNEL STAGES — from cold contacts to closing deals


★ 6 ACQUISITION CHANNELS — contextual ads, SEO, SMM, email, affiliates, cold calls


★ KPI CARDS — leads, conversion, revenue, average check, ROI


★ CHARTS — visual sales funnel + stage-by-stage conversions


★ 6-MONTH FORECAST — plan revenue based on metrics


★ LEAD TRACKING LOG — track each client through the stages


★ COLOR CODING — closed deals, rejections, pending approvals are visually highlighted



SHEET 1 — DASHBOARD:


★ KPI CARDS: Leads | Qualified | In Progress | Deals Closed | Revenue | Average Check | Conversion | ROI


★ FUNNEL STAGES TABLE: 8 stages with counts and conversions


★ HORIZONTAL CHART: visual representation of the funnel


★ CHANNELS TABLE: comparison of 6 channels by leads, conversion, average check, and ROI



SHEET 2 — LEAD TRACKING:


★ LOG for 12+ leads with autocomplete


★ FIELDS: Company | Contact | Source | Status | Budget | Funnel Stage | Probability | Date | Next Step


★ COLOR CODING: green — closed deal, red — rejection, orange — pending approval


★ EXPANDABLE TABLE — add new rows as leads come in



SHEET 3 — CONVERSION ANALYSIS:


★ DETAILED BREAKDOWN of conversions between each funnel stage


★ CONVERSION BAR CHART — immediately identifies problematic stages


★ MONTHLY TREND — 8 months of data for seasonality analysis


★ METRICS: Leads → Deals → Conversion → Revenue → Average Check



SHEET 4 — SALES FORECAST:


★ CUSTOMIZABLE PARAMETERS: conversion, average check, cost per lead, budget


★ 6-MONTH FORECAST: leads, deals, revenue, expenses, profit, ROI


★ SUMMARY
Format: XLSX | Sheets: 5 | Funnel stages: 8 | Channels: 6 | Forecast: 6 months | Instant delivery