"Sales pipeline management" Excel template with dashboard, stages, forecast, tools, and analysis

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  • Опубліковано 3 січ 2025

КОМЕНТАРІ • 46

  • @Knowledgeispower2000
    @Knowledgeispower2000 2 місяці тому +2

    Thank you so much. I have been looking for something simple like this.

  • @zacharykelley693
    @zacharykelley693 2 роки тому +4

    This is an amazing spreadsheet!

    • @zacharykelley693
      @zacharykelley693 2 роки тому +1

      In your analysis tab you are missing October in C72. Just a heads up!

    • @YouExec
      @YouExec  2 роки тому

      ​ @Zachary Kelley Thanks Zach! We fixed this on both our free and complete Google sheets versions. Thanks for the tip!

    • @ga1654
      @ga1654 4 місяці тому

      i cant download it can someone share it with me ?

  • @showemprendeconexito
    @showemprendeconexito Рік тому

    Truly amazin!!! Congratulations

  • @YvesAustin
    @YvesAustin Рік тому +1

    Very nice - and no vba! I was curious how the dynamic Kanban bins were created; great example of a well mapped spreadsheet. Thank you.

    • @YouExec
      @YouExec  Рік тому

      Thanks so much, Yves! More spreadsheets and resources are coming your way!

    • @caciocavalloster
      @caciocavalloster Рік тому

      Were you able to download teh template? Would you be able tot share it?

  • @moy3804
    @moy3804 11 місяців тому +1

    Your download for Google sheet and Excel are obtain with date fields in the Sales pipeline not working, and dates in the pipeline section of that same sheet are sometimes 22/01/2022 and other times 10/01/22
    Bummer, if you fix it, I'd like to give Exec another shot. :)

  • @aariphhawari475
    @aariphhawari475 Рік тому +2

    This is absolutely 👍

    • @YouExec
      @YouExec  Рік тому

      Thanks so much, Aariph! Many more spreadsheets and videos coming your way!

  • @joseguzman6552
    @joseguzman6552 18 днів тому

    There is any tutorial to make this template by myself from the beginning?

  • @MrIceman4418
    @MrIceman4418 Місяць тому +1

    Bummer no dashboard like shown in video :(( Not cool

  • @jacquesoosthuizen8909
    @jacquesoosthuizen8909 Рік тому +1

    Awesome spreadsheet. Curious if you can generate reports based on per customer. Basically a sales report for a specific customer based on either open, closed etc opportunities?

    • @YouExec
      @YouExec  Рік тому

      Hey Jacques! Unfortunately, this particular functionality isn't available currently. However, I did pass this feedback along to our content team to consider for upcoming spreadsheets!

  • @creativemarketing5582
    @creativemarketing5582 11 місяців тому

    great spread sheet. How or where would be ideal to place a "Location" section for the leads?

    • @YouExec
      @YouExec  11 місяців тому

      Hello! If you want to add a section/column about the "location" or any other information regarding the Lead, you can add a column in the 'Sales Funnel' tab.
      If this doesn't answer your question, please send an email to our support team at hi@youexec.com who can better assist you. Thank you so much!

  • @victorsa1798
    @victorsa1798 11 місяців тому

    Great Video, is there anyway to forecast results based on current results?

  • @caciocavalloster
    @caciocavalloster Рік тому

    Amazing! Can we get a new link to download the spreadsheet? The one in the description doesn't seem to work.

    • @YouExec
      @YouExec  Рік тому

      Hi! The link should be working now. Try it again and let us know if you have the same error!

  • @hometechnology9991
    @hometechnology9991 2 роки тому +1

    How to create account in youX to download this template?

    • @YouExec
      @YouExec  2 роки тому

      Hello! If you click the link at the top of the description of this video, you'll be taken to a page where you can enter your email address and download the template.
      If you still have a hard time figuring it out, send an email to hi@youexec.com and we shall help you out!
      Thank you!

    • @caciocavalloster
      @caciocavalloster Рік тому

      @@YouExec Same for me. Error is: Page couldn't be found

  • @caioramos9697
    @caioramos9697 Рік тому

    Hello! I'd like to add some filters, is there a video in which you teach that?

    • @YouExec
      @YouExec  Рік тому

      Hello! Our support team would be happy to help. Send an email to our team (hi@youexec.com) with what type of filters you are trying to add.

  • @crystallef3352
    @crystallef3352 Рік тому +1

    I can’t get it to download. Can someone help please

    • @YouExec
      @YouExec  Рік тому

      Hi Crystalle, let us know what you are experiencing and we'd be happy to help you.
      Our support team email is also hi@youexec.com if you'd prefer to send an email. Thank you!

  • @muhfaridhasan5208
    @muhfaridhasan5208 6 місяців тому

    how to learn for create spreadsheet ?

  • @maitrizenergie
    @maitrizenergie Рік тому

    Love this solution. Is there any possibilities to download existing .xls data to appear on the spreadsheet instead of populating them line by line ? Thank you.

    • @YouExec
      @YouExec  Рік тому

      Hi! You can download the template from the video if you click the link in the UA-cam description! You'll be directed to our site where you can enter your email to get access to this and hundreds of other resources! Let us know if you have any other questions!

  • @OristaPrimadewa
    @OristaPrimadewa 6 місяців тому

    Hi There, I've subscribed and tried to Make a copy of the full version for Google Spreadsheet. But it says that the file is deleted. Can u help me with this? I've paid...

  • @bencote2259
    @bencote2259 Рік тому +1

    Be nice if your template did not require an account setup. Free means free, no strings attached.

    • @YouExec
      @YouExec  Рік тому +1

      You could bypass it by entering a made up email like ilovecandy@candyland.com

  • @lotuscapitallimited1481
    @lotuscapitallimited1481 Рік тому

    This is absolutely good. I just downloaded it now, but I am not able to access the dashboard sheet. How do I resolve this, please?

    • @YouExec
      @YouExec  Рік тому

      Hi Lotus Capital Limited - you have to unhide it. Reach out to hi@youexec.com if you have further issues and we'll help you out.

  • @Jeff-rx4de
    @Jeff-rx4de 2 роки тому +1

    Sign up link is broken?

    • @YouExec
      @YouExec  2 роки тому

      Hi Jeff! So we can further help you, what happens when you click the link / aka what message appears?

  • @sydneydiaries7
    @sydneydiaries7 Рік тому

    I just downloaded it, How can I add more fields under PIPELINE DISPLAY

    • @YouExec
      @YouExec  Рік тому

      Hi! Please send an email to our support team at hi@youexec.com and we'd be happy to help solve this issue for you!

    • @caciocavalloster
      @caciocavalloster Рік тому

      Woudl you be able to share it?

  • @jfcorrea7
    @jfcorrea7 Рік тому

    This is sooo helpful! Is there a way to get free access to the sales dashboard? Already unhided the analysis tab but still it's useless without dashboard data/ sales dashboard...someone knows how can I get this for free?

    • @YouExec
      @YouExec  Рік тому

      Hi! Thank you so much! The sales dashboard is only available for You Exec Plus users so you'll need up to upgrade your membership in order to have access.

  • @ga1654
    @ga1654 4 місяці тому

    i cant download it can someone share it with me ?

    • @YouExec
      @YouExec  4 місяці тому

      Sorry, we had a bug. Can you try again -- it should work now

  • @timz2917
    @timz2917 6 місяців тому

    How did Noah make 56k in sales from 0 sales