Sales Pipeline Matrix

The Sales Pipeline Matrix is a 2x2 matrix used to track the progress of leads through the sales process. It helps sales teams identify and prioritize leads, and track their progress through the sales funnel.

At a very high level, the Sales Pipeline Matrix is used in the context of business, sales, marketing.

Sales Pipeline Matrix quadrant descriptions, including examples
Want to try this template?
Other Templates

What is the Sales Pipeline Matrix?

A visual explanation is shown in the image above. The Sales Pipeline Matrix can be described as a matrix with the following quadrants:

  1. Qualified: Leads that have been identified as potential customers and have been qualified as having the potential to become customers. Example: John Doe, Sales Lead
  2. Engaged: Leads that have been contacted and are actively engaged in the sales process. Example: John Doe, Negotiating Terms
  3. Negotiating: Leads that are in the process of negotiating the terms of the sale. Example: John Doe, Finalizing Contract
  4. Closed: Leads that have been successfully converted into customers. Example: John Doe, Signed Contract

What is the purpose of the Sales Pipeline Matrix?

The Sales Pipeline Matrix is a 2x2 matrix used to track the progress of leads through the sales process. It helps sales teams identify and prioritize leads, and track their progress through the sales funnel. The matrix is divided into four quadrants: Qualified, Engaged, Negotiating, and Closed. Each quadrant represents a different stage in the sales process, and each lead is tracked through the matrix as it progresses through the sales funnel.The Qualified quadrant is for leads that have been identified as potential customers and have been qualified as having the potential to become customers. This quadrant is typically used to prioritize leads and determine which ones should be pursued first.The Engaged quadrant is for leads that have been contacted and are actively engaged in the sales process. This quadrant is used to track the progress of leads that have been contacted and are in the process of being converted into customers.The Negotiating quadrant is for leads that are in the process of negotiating the terms of the sale. This quadrant is used to track the progress of leads that are in the process of negotiating the terms of the sale, and to identify any potential issues that may arise during the negotiation process.The Closed quadrant is for leads that have been successfully converted into customers. This quadrant is used to track the progress of leads that have been successfully converted into customers, and to identify any potential issues that may arise after the sale has been completed.The Sales Pipeline Matrix is a powerful tool for sales teams to track the progress of leads through the sales process, and to identify and prioritize leads for conversion. It can also be used to identify potential issues that may arise during the sales process, and to ensure that leads are converted into customers in a timely and efficient manner.


Want to try this template?

What templates are related to Sales Pipeline Matrix?

The following templates can also be categorized as business, sales, marketing and are therefore related to Sales Pipeline Matrix: Effort Impact Matrix, Gap Analysis Matrix, Growth Share Matrix, Kraljic Matrix, Outsourcing Matrix, Quadrant Analysis, Risk Analysis Matrix, Risk Value Matrix. You can browse them using the menu above.

How can I use Sales Pipeline Matrix in Priority Matrix?

You can get Sales Pipeline Matrix in your Priority Matrix in just a moment:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer it, download Priority Matrix and take your data with you

Learn more about Sales Pipeline Matrix, and get free access to lots of other templates, at templates.app. Once you are comfortable with the document, you can easily export to Excel, if you prefer to work that way.

If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.