Sales Pipeline Management Template

More sales templates

Ensure your sales pipeline operates smoothly with the Sales Pipeline Management Template. This tool helps you systematically track and move potential deals through different stages, from identifying leads to finalizing deals.

Using Priority Matrix, this template enables sales directors to maintain a steady flow of revenue, meet sales targets, and optimize their sales process with clear, actionable steps.

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Sales Pipeline Management Template for Priority Matrix

Sales Pipeline Management Template in Priority Matrix

Monitor and manage your sales pipeline efficiently to ensure steady revenue flow and target achievement.

You can start using Sales Pipeline Management Template or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
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If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Initial Contact / Lead Generation

  • Task 1: Identify Potential Leads - due in 1 week
    ☐ Research potential leads ☐ Document contact information ☐ Initial outreach
  • Task 2: Follow-up on Initial Contact - due in 2 weeks
    ☐ Send follow-up emails ☐ Schedule calls/meetings

Lead Nurturing / Qualification

  • Task 3: Qualify Leads - due in 3 weeks
    ☐ Assess potential for sales ☐ Document lead qualification
  • Task 4: Maintain Regular Contact - due in 1 month
    ☐ Regular emails/calls ☐ Share relevant information

Proposal / Negotiation

  • Task 5: Prepare Sales Proposal - due in 5 weeks
    ☐ Develop proposal ☐ Get approval for proposal
  • Task 6: Present Proposal to Lead - due in 6 weeks
    ☐ Schedule meeting ☐ Present proposal
  • Task 7: Negotiate Terms - due in 7 weeks
    ☐ Negotiate pricing ☐ Negotiate contract terms

Deal Closure / Follow-up

  • Task 8: Finalize Deal - due in 2 months
    ☐ Get approval for final terms ☐ Sign contract
  • Task 9: Follow-up After Deal Closure - due in 9 weeks
    ☐ Send thank you note ☐ Ask for referrals
  • Task 10: Track and Analyze Sales Performance - due in 3 months
    ☐ Track sales metrics ☐ Analyze sales performance