SALES PIPELINE

LEAD FINANCE
QUARTER 1

COMPANY CONTACT
SALES REP SIZE OF DEAL
NAME NAME

$ 1,000,000.00
$ 2,000,000.00
$ 500,000.00
$ 1,000,000.00
$ 2,000,000.00
$ 500,000.00

$ 7,000,000.00

LEAD FINANCE
QUARTER 2

COMPANY CONTACT
SALES REP SIZE OF DEAL
NAME NAME

$ 1,000,000.00
$ 2,000,000.00
$ 500,000.00
$ 1,000,000.00
$ 2,000,000.00
$ 500,000.00

$ 7,000,000.00

LEAD FINANCE
RTER 3

COMPANY CONTACT
SALES REP SIZE OF DEAL
NAME NAME
QUARTER 3
$ 1,000,000.00
$ 2,000,000.00
$ 500,000.00
$ 1,000,000.00
$ 2,000,000.00
$ 500,000.00

$ 7,000,000.00

LEAD FINANCE
QUARTER 4

COMPANY CONTACT
SALES REP SIZE OF DEAL
NAME NAME

$ 1,000,000.00
$ 2,000,000.00
$ 500,000.00
$ 1,000,000.00
$ 2,000,000.00
$ 500,000.00

$ 7,000,000.00

GRAND TOTAL $ 28,000,000.00

 Create Your Sales Pipeline in Smartshe

FINANCE ACTION

PROJECTED
PROBABILITY WEIGHTED
DEAL STATUS CLOSING
OF DEAL FORECAST
DATE

75% $ 750,000.00
50% $ 1,000,000.00
10% $ 50,000.00
75% $ 750,000.00
50% $ 1,000,000.00
10% $ 50,000.00

$ 3,600,000.00

FINANCE ACTION

PROJECTED
PROBABILITY WEIGHTED
DEAL STATUS CLOSING
OF DEAL FORECAST
DATE

75% $ 750,000.00
50% $ 1,000,000.00
10% $ 50,000.00
75% $ 750,000.00
50% $ 1,000,000.00
10% $ 50,000.00

$ 3,600,000.00

FINANCE ACTION

PROJECTED
PROBABILITY WEIGHTED
DEAL STATUS CLOSING
OF DEAL FORECAST
DATE
 75% $ 750,000.00
50% $ 1,000,000.00
10% $ 50,000.00
75% $ 750,000.00
50% $ 1,000,000.00
10% $ 50,000.00

$ 3,600,000.00

FINANCE ACTION

PROJECTED
PROBABILITY WEIGHTED
DEAL STATUS CLOSING
OF DEAL FORECAST
DATE

75% $ 750,000.00
50% $ 1,000,000.00
10% $ 50,000.00
75% $ 750,000.00
50% $ 1,000,000.00
10% $ 50,000.00

$ 3,600,000.00

$ 14,400,000.00
ales Pipeline in Smartsheet

ACTION ADDITIONAL INFO

NEXT ACTION NOTES

ACTION ADDITIONAL INFO

NEXT ACTION NOTES

ACTION ADDITIONAL INFO

NEXT ACTION NOTES

ACTION ADDITIONAL INFO

NEXT ACTION NOTES