sales funnel example

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Contact Company Status Opportunity Name Stage Total Weighted Total Probability of Close Estimated Close Date Referred By Jerry Williams Progressive Graphics, Inc. Closed - Lost Wireless Initial Communication $779.97 $78.00 10% 10/23/2012 Myself Jeff Bagdon On Call Realty LLC Closed - Won Wireless Commitment to Buy $869.96 $869.96 100% 10/24/2012 Myself Mike Phillips Dan Ryans Closed - Won Mike Phillips Wireless Opportunity Sales Fulfillment $679.97 $679.97 100% 11/28/2012 Glenn Davis Dan Ryan Sr. Dan Ryans Closed - Won Dan Ryans Ntelos Port Sales Fulfillment $1,345.93 $1,345.93 100% 12/10/2012 Myself Jeff Morris Atlantic Air Open Atlantic Air MetTell port Negotiation $1,000.00 $650.00 65% 12/12/2012 Lucas Salvage Closed - Lost Alejandro Vargas Fiber Opp Initial Communication $.00 $.00 0% 12/14/2012 myself Daneshia Mayes Closed - Won New Opportunity Sales Fulfillment $199.99 $199.99 100% 12/20/2012 craigslist Richard Brown Closed - Won New Opportunity Sales Fulfillment $339.98 $339.98 100% 12/20/2012 craigslist Jason Corum Closed - Won Ntelos Activation Initial Communication $150.00 $150.00 100% 1/14/2013 Myself Kevin Tucker Solitude Lake Management Open Solitude Lake Management Wireless and XORA Initial Communication $4,000.00 $400.00 10% 1/15/2013 John Finguerra Stuart Wash Shred It Open Shred It Push 2 Talk Verizon switch Commitment to Buy $1,992.00 $1,593.60 80% 1/21/2013 Myself Stuart Wash Shred It Open Shred It MetTel port Commitment to Buy $1,128.00 $902.40 80% 1/21/2013 John Finguerra Stuart Wash Shred It Open Accesories Deal Initial Communication $2,400.00 $240.00 10% 1/25/2013 Myself Ian McDonald Dan Ryans Open Ntelos Port Initial Communication $100.00 $10.00 10% 1/31/2013 Myself Al Masso Dan Ryans Open Wireless opportunity Initial Communication $1,500.00 $150.00 10% 1/31/2013 Myself Scott Dryer Great Scott Tree Service Open Great Scott Tree Service POTS Line Needs Assessment $200.00 $50.00 25% 2/1/2013 Myself Jeff Murphy Open Production Painting Wireless opp Needs Assessment $755.99 $189.00 25% 2/8/2013 Myself Martin Joseph 360 IT Partners Closed - Lost 360 IT wireless opportunity Needs Assessment $1,000.00 $.00 0% 2/15/2013 Glenn Davis Shawn Vemillion Prestige Floors Open Prestige Floors Ntelos Opportunity Negotiation $3,359.71 $2,183.81 65% 2/15/2013 Lucas Salvage Jenna Langeny Southern Pest Control Open Accesories deal Negotiation $2,272.96 $1,477.42 65% 2/15/2013 Myself Jay Walton My Digital Oasis Open My Digital Oasis Wireless/Telecom Negotiation $2,000.00 $1,300.00 65% 2/15/2013 Myself David Bunn Bunn Insurance Agency Open Telecom Opportunity Needs Assessment $1,500.00 $375.00 25% 2/15/2013 Myself Andrew Nelson... ACAC Open ACAC Fitness Centers MetTel opp Needs Assessment $4,709.00 $1,177.25 25% 2/15/2013 Myself Jenna Langeny Southern Pest Control Open Southern Pest Wireless opp Commitment to Buy $2,212.00 $1,769.60 80% 2/28/2013 Lucas Salvage Bill Saunders Endurance-It Open Hourigan Construction Wireless Opportunity Needs Assessment $5,000.00 $.00 0% 2/28/2013 John Finguerra Dallas Heilman Barnes, Brock, Cornwell & Heilman PLC Open Dallas Heilman Wireless OPP Needs Assessment $4,239.00 $1,059.75 25% 2/28/2013 Lucas Salvage David J. Weinstein Megatel Wholesale Wireless Open Megatel Telecom Opporutinity for new locations Initial Communication $500.00 $50.00 10% 3/1/2013 Myself Emily Vanfleet 5 Star Medical Transport Open 5 Star Transport Wireless Opp Needs Assessment $1,000.00 $250.00 25% 3/15/2013 John Finguerra Haim Kedmi HMK NYC Open 5 store Telecom deal Needs Assessment $.00 $.00 25% 3/15/2013 Myself Jeff Sharp Liberty Tax Open Liberty Tax Ntelos/MetTel/Verizon opp Needs Assessment $5,760.00 $1,440.00 25% 3/31/2013 John Zack Lewis Nfuze Wireless Open Nfuze new location Telecom Initial Communication $500.00 $50.00 10% 6/1/2013 Myself Niomie Bren-Wilson... ATT Open Southern Pest Telemetry/XORA opp Needs Assessment $3,704.99 $926.25 25% 1/1/2014 Myself $55,199.45 $19,907.91

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Page 1: Sales funnel example

Contact Company Status Opportunity Name Stage Total Weighted Total Probability of Close Estimated Close Date Referred By

Jerry Williams Progressive Graphics, Inc. Closed - Lost Wireless Initial Communication $779.97 $78.00 10% 10/23/2012 Myself

Jeff Bagdon On Call Realty LLC Closed - Won Wireless Commitment to Buy $869.96 $869.96 100% 10/24/2012 Myself

Mike Phillips Dan Ryans Closed - Won Mike Phillips Wireless Opportunity Sales Fulfillment $679.97 $679.97 100% 11/28/2012 Glenn Davis

Dan Ryan Sr. Dan Ryans Closed - Won Dan Ryans Ntelos Port Sales Fulfillment $1,345.93 $1,345.93 100% 12/10/2012 Myself

Jeff Morris Atlantic Air Open Atlantic Air MetTell port Negotiation $1,000.00 $650.00 65% 12/12/2012 Lucas Salvage

Closed - Lost Alejandro Vargas Fiber Opp Initial Communication $.00 $.00 0% 12/14/2012 myself

Daneshia Mayes Closed - Won New Opportunity Sales Fulfillment $199.99 $199.99 100% 12/20/2012 craigslist

Richard Brown Closed - Won New Opportunity Sales Fulfillment $339.98 $339.98 100% 12/20/2012 craigslist

Jason Corum Closed - Won Ntelos Activation Initial Communication $150.00 $150.00 100% 1/14/2013 Myself

Kevin Tucker Solitude Lake Management Open Solitude Lake Management Wireless and XORA Initial Communication $4,000.00 $400.00 10% 1/15/2013 John Finguerra

Stuart Wash Shred It Open Shred It Push 2 Talk Verizon switch Commitment to Buy $1,992.00 $1,593.60 80% 1/21/2013 Myself

Stuart Wash Shred It Open Shred It MetTel port Commitment to Buy $1,128.00 $902.40 80% 1/21/2013 John Finguerra

Stuart Wash Shred It Open Accesories Deal Initial Communication $2,400.00 $240.00 10% 1/25/2013 Myself

Ian McDonald Dan Ryans Open Ntelos Port Initial Communication $100.00 $10.00 10% 1/31/2013 Myself

Al Masso Dan Ryans Open Wireless opportunity Initial Communication $1,500.00 $150.00 10% 1/31/2013 Myself

Scott Dryer Great Scott Tree Service Open Great Scott Tree Service POTS Line Needs Assessment $200.00 $50.00 25% 2/1/2013 Myself

Jeff Murphy Open Production Painting Wireless opp Needs Assessment $755.99 $189.00 25% 2/8/2013 Myself

Martin Joseph 360 IT Partners Closed - Lost 360 IT wireless opportunity Needs Assessment $1,000.00 $.00 0% 2/15/2013 Glenn Davis

Shawn Vemillion Prestige Floors Open Prestige Floors Ntelos Opportunity Negotiation $3,359.71 $2,183.81 65% 2/15/2013 Lucas Salvage

Jenna Langeny Southern Pest Control Open Accesories deal Negotiation $2,272.96 $1,477.42 65% 2/15/2013 Myself

Jay Walton My Digital Oasis Open My Digital Oasis Wireless/Telecom Negotiation $2,000.00 $1,300.00 65% 2/15/2013 Myself

David Bunn Bunn Insurance Agency Open Telecom Opportunity Needs Assessment $1,500.00 $375.00 25% 2/15/2013 Myself

Andrew Nelson... ACAC Open ACAC Fitness Centers MetTel opp Needs Assessment $4,709.00 $1,177.25 25% 2/15/2013 Myself

Jenna Langeny Southern Pest Control Open Southern Pest Wireless opp Commitment to Buy $2,212.00 $1,769.60 80% 2/28/2013 Lucas Salvage

Bill Saunders Endurance-It Open Hourigan Construction Wireless Opportunity Needs Assessment $5,000.00 $.00 0% 2/28/2013 John Finguerra

Dallas Heilman Barnes, Brock, Cornwell & Heilman PLC Open Dallas Heilman Wireless OPP Needs Assessment $4,239.00 $1,059.75 25% 2/28/2013 Lucas Salvage

David J. Weinstein Megatel Wholesale Wireless Open Megatel Telecom Opporutinity for new locations Initial Communication $500.00 $50.00 10% 3/1/2013 Myself

Emily Vanfleet 5 Star Medical Transport Open 5 Star Transport Wireless Opp Needs Assessment $1,000.00 $250.00 25% 3/15/2013 John Finguerra

Haim Kedmi HMK NYC Open 5 store Telecom deal Needs Assessment $.00 $.00 25% 3/15/2013 Myself

Jeff Sharp Liberty Tax Open Liberty Tax Ntelos/MetTel/Verizon opp Needs Assessment $5,760.00 $1,440.00 25% 3/31/2013 John

Zack Lewis Nfuze Wireless Open Nfuze new location Telecom Initial Communication $500.00 $50.00 10% 6/1/2013 Myself

Niomie Bren-Wilson... ATT Open Southern Pest Telemetry/XORA opp Needs Assessment $3,704.99 $926.25 25% 1/1/2014 Myself

$55,199.45 $19,907.91