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Deal Stages Overview and Pipeline Analysis

The document outlines the stages of a sales deal, including Lead, Opportunity, Demonstration, and Sale, with specific examples and values for various deals. It presents a weighted sales pipeline with total expected values and probabilities for closing dates. Additionally, it mentions limitations regarding chart representation in Excel.

Uploaded by

Numika
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39 views9 pages

Deal Stages Overview and Pipeline Analysis

The document outlines the stages of a sales deal, including Lead, Opportunity, Demonstration, and Sale, with specific examples and values for various deals. It presents a weighted sales pipeline with total expected values and probabilities for closing dates. Additionally, it mentions limitations regarding chart representation in Excel.

Uploaded by

Numika
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Stages of a Deal

Stages
Lead
Opportunity
Demonstration
Sale
Overview of Creating Weighted Sales Pipeline

Deal Start Date Stage Type Location Value

James construction 6-Jan-22 Opportunity Construction Germany $540,000


Aurher 5-Feb-22 Lead IT Brazil $767,000
Next sourcing 6-Feb-22 Sale Manufacturing England $400,000
M&S 7-Feb-22 Sale Manufacturing England $415,000
Monica 10-Mar-22 Demonstration IT USA $355,000
Byron Ltd 7-Sep-22 Demonstration Heavy industry Finland $1,000,000
Total $3,477,000
ales Pipeline

Win Expected
Close Date
Probability Value
55% $297,000
20% $153,400
80% $320,000 31-Dec-22
90% $373,500 7-Dec-22
60% $213,000
45% $450,000
$1,806,900
Representing Weighted Sales Pipeline in Funnel Chart

Stage Value
Lead $767,000
Opportunity $540,000
Demonstration $1,355,000
Sale $815,000
This chart isn't available in your version of Excel.

Editing this shape or saving this workbook into a different file format will permanently break
at will permanently break the chart.
Do Yourself

Win Expected
Deal Start Date Stage Type Location Value
Probability Value

Total $0 $0
Close Date
Do Yourself

Stage Value
Lead
Opportunity
Demonstration
Sale

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