Sales & CRM
Sales Pipeline & CRM Automation Kit
.xlsx.md.txt
SystemCKM-069Description
Sales stage system, deal cards, lead scoring, pipeline review, automation templates and team KPIs.
What you get: 5 working Excel/Google Sheets workbooks with 17 sheets and 368 ready-made formulas (totals, statuses, deadlines and checks calculate on their own), plus a guide and a buyer licence. Yellow cells are for your data, grey cells hold formulas.
Every workbook is pre-filled with one worked example, a fictional 8-person marketing studio, so you can see each formula, status and chart working before you replace the sample rows with your own data.
Not included. Files for your own work; services, integrations and promised results are not included.
What is inside7 files
- 01 Sales Stages and Deal Cards.xlsx
- 02 Lead Scoring.xlsx
- 03 Automations.xlsx
- 04 Sales Team KPIs.xlsx
- 05 Funnel Review.xlsx
- Guide.md
- License.txt
01 Sales Stages and Deal Cards.xlsx
- How to usestep-by-step instructions for this file
- Sales stages7 ready-filled rows
- Deals8 ready-filled rows, 160 formulas
- Pipeline review8 ready-filled rows, 24 formulas
- Deal card9 ready-filled rows
02 Lead Scoring.xlsx
- How to usestep-by-step instructions for this file
- Model9 ready-filled rows
- Leads7 ready-filled rows, 80 formulas
03 Automations.xlsx
- How to usestep-by-step instructions for this file
- Automations6 ready-filled rows
04 Sales Team KPIs.xlsx
- How to usestep-by-step instructions for this file
- Team KPIs4 ready-filled rows, 34 formulas
05 Funnel Review.xlsx
- How to usestep-by-step instructions for this file
- Funnel stages5 ready-filled rows, 20 formulas
- Diagnostics21 ready-filled rows, 1 formula
- Loss reasons9 ready-filled rows, 9 formulas
- Hypotheses (ICE)5 ready-filled rows, 40 formulas
Licence
For your own work: you may edit it and keep a copy. Reselling the original file is not allowed.
Usage rules →Delivery
Once payment is confirmed, protected access with unlimited downloads is created.
You may also like
$7,200