strategic sales pipeline management1

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Strategic Sales Pipeline ManagementCompany Confidential

Instructions: Enter values into the white and yellow cells only.

A. Datum Corporation Kim Abercrombie US - Northeast Web Inquiry Product Line A $150,000 ContactAdventure Works Angela Barbariol US - Southeast E-Mail Product Line B $145,200 LeadAlpine Ski House Gabriele Cannata US - North Central Partner Product Line C $162,500 Qualified LeadBaldwin Museum of Science Barbara S. Decker US - South Central Customer Reference Product Line E $147,500 OpportunityBlue Yonder Airlines Susan W. Eaton US - Northwest Web Event Product Line D $148,000 Executive SponsorshipCity Power & Light Kathie Flood US - Southwest Trade Show Product Line A $175,000 Written ProposalCoho Vineyard Janice Galvin Canada - East E-Mail Product Line E $149,000 Negotiation Phase

Coho Winery Adina Hagege Canada - West Partner Product Line A $142,000 Verbal ApprovalCoho Vineyard & Winery Shu Ito US - Northeast Customer Reference Product Line B $189,900 ContractContoso, Ltd. David Jaffe US - Southwest Trade Show Product Line D $172,500 Purchase OrderContoso Pharmaceuticals Sandeep Kaliyath US - Northeast E-Mail Product Line A $163,500 InvoiceConsolidated Messenger Rebecca Laszlo US - Southwest Customer Reference Product Line D $155,500 PaymentFabrikam, Inc. Diane Margheim US - Northwest Trade Show Product Line A $166,000 AcceptanceFourth Coffee Paula Nartker US - Northeast E-Mail Product Line C $180,000 ContactGraphic Design Institute Robert O'Hara US - Southeast Web Inquiry Product Line A $140,000 LeadHumongous Insurance Carol Philips US - Southwest Web Event Product Line E $155,000 Qualified LeadLitware, Inc. Kim Ralls US - North Central Web Inquiry Product Line A $173,200 Executive SponsorshipLucerne Publishing Sharon Salavaria US - Northeast Partner Product Line C $146,500 Written Proposal

Margie's Travel Andy Teal US - South Central E-Mail Product Line B $156,750 InvoiceNorthwind Traders Sunil Uppal US - Southeast Trade Show Product Line B $162,000 PaymentProseware, Inc. H. Brian Valentine US - Southwest Customer Reference Product Line E $157,000 AcceptanceSchool of Fine Art Robert Walters US - Northwest Web Inquiry Product Line D $173,000 Negotiation PhaseTOTAL $3,510,050

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Probabilityof Sale

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Instructions: Adjust the column headings to match your region names.

US - Northeast US - Southeast US - North Central US - South Central US - Northwest US - Southwest Canada - East CanaErr:508 $- $- $- $- $- $-

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Instructions: Adjust the column headings to match your lead source names.Web Inquiry Partner Customer Reference Web Event Trade Show

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ColumnB

ColumnC

ColumnD

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Column I

ColumnJ

ColumnK

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$-

$0

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$0

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$1

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Monthly Weighted Forecast

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tRevenue


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Pipeline by Region


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Pipeline by Lead Source


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strategic sales pipeline management1

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