Your Sales Pipeline and Forecast

The lessons

1. A Simple Pipeline in a Sheet Members

   You finish with: a pipeline with clear stages

2. Update Deals From Your Notes Members

   You finish with: deals updated in minutes from call notes

3. Which Deals Are Likely to Close Members

   You finish with: a likely-to-close flag, with reasons

4. Next Month's Sales as a Range Members

   You finish with: a low, likely, and high forecast

5. A Weekly Pipeline Review Members

   You finish with: a fifteen-minute weekly review

6. Check the Forecast Against Reality Members

   You finish with: a monthly accuracy check