Use this checklist to help you get started.

Step 1: Make a copy of the template

In File > Make a copy:

This template is in 'View-only' mode so that it can be shared with everyone.

Make a copy in 'File > Make a copy' so that you can use it as your own sales report. 👈

Read this first (instead of asking us to make the sheet editable)

Step 2: Define your stages

In the 'Settings & Instructions' sheet:

Add each step (stage) of your sales process under the 'Stage name' column.

Assign a closing probability to each stage in the 'Probability' column.

For more detailed reports, try Salesflare for free at https://app.salesflare.com

Step 3: Set targets

In the 'Settings & Instructions' sheet:

Add/remove team members in the 'Sales rep' column.

Set your targets per team member.

For more detailed reports, try Salesflare for free at https://app.salesflare.com

Step 4: Fill your funnel sheet

In the 'Sales Funnel' sheet:

Add your current leads to the 'Sales Funnel' sheet and assign them a stage.

You can also add other data: size of the deal, expected closing date and sales rep working on the deal.

Feel free to add/remove columns from the 'Sales Funnel' sheet.

Step 5: Check your initial metrics

In the 'Sales Report' sheet:

Follow your progress in the sales report dashboard.

The sales report is calculated automatically for you based on your other sheets.

Hover on the red corners of tables/graphs to find out where they're calculated from.

Step 6: Set a reminder every 2 weeks

In your calendar:

Do spring cleaning every one or two weeks.

Check up on all the deals in your funnel sheet and identify the ones that hold up the pack.

You don’t have to get rid of them. Instead, put them in an alternative funnel or create a 'fridge' stage, to follow up on later.

Step 7: Upgrade to a smarter CRM

When you're ready:

Save time by letting Salesflare automatically enrich your data for you.

Use code CRM25OFF for 25% off for the first 6 months.