Sales Pipeline Management Project Template

More sales templates

Track and manage each deal in your sales pipeline with this comprehensive template. It offers a step-by-step approach to ensure timely follow-ups, accurate categorization, and effective team assignments, promoting successful deal closures.

Utilize this template to visualize and optimize your sales pipeline, leading to improved sales performance and revenue growth.

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Sales Pipeline Management Project for Priority Matrix

Sales Pipeline Management Project in Priority Matrix

Manage your sales pipeline effectively to ensure no deal slips through the cracks.

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Proposed Tasks

Urgent and Important

  • Task 1: Identify all current deals in the pipeline due in 1 day
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 2: Categorize deals based on their stages due in 1 week
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 10: Implement improvements based on feedback due in 2 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 16: Make necessary adjustments to strategy due in 6 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 20: Finalize and implement pipeline management strategy due in 9 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Important, Not Urgent

  • Task 4: Assign team members to each deal due in 1 week
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 3: Set deadlines for each deal due in 2 weeks
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 5: Create follow-up schedule for each deal due in 3 weeks
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 11: Re-evaluate pipeline management process due in 3 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 12: Update pipeline management strategy due in 3 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 17: Re-train team on adjusted strategy due in 6 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Urgent, Not Important

  • Task 6: Monitor deal progress due in 1 month
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 7: Update pipeline status due in 1 month
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 13: Train team on updated strategy due in 4 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 14: Monitor implementation of updated strategy due in 4 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 18: Monitor implementation of adjusted strategy due in 7 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Not Urgent, Not Important

  • Task 8: Review team performance due in 6 weeks
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 9: Provide feedback to team members due in 2 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 15: Evaluate effectiveness of updated strategy due in 5 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 19: Evaluate effectiveness of adjusted strategy due in 8 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3