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

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  • เผยแพร่เมื่อ 27 พ.ย. 2024

ความคิดเห็น • 45

  • @Knowledgeispower2000
    @Knowledgeispower2000 26 วันที่ผ่านมา +2

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

  • @moy3804
    @moy3804 9 หลายเดือนก่อน +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. :)

  • @zacharykelley693
    @zacharykelley693 2 ปีที่แล้ว +4

    This is an amazing spreadsheet!

    • @zacharykelley693
      @zacharykelley693 2 ปีที่แล้ว +1

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

    • @YouExec
      @YouExec  2 ปีที่แล้ว

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

    • @ga1654
      @ga1654 3 หลายเดือนก่อน

      i cant download it can someone share it with me ?

  • @jacquesoosthuizen8909
    @jacquesoosthuizen8909 ปีที่แล้ว +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  ปีที่แล้ว

      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!

  • @victorsa1798
    @victorsa1798 10 หลายเดือนก่อน

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

  • @creativemarketing5582
    @creativemarketing5582 9 หลายเดือนก่อน

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

    • @YouExec
      @YouExec  9 หลายเดือนก่อน

      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!

  • @YvesAustin
    @YvesAustin ปีที่แล้ว +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  ปีที่แล้ว

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

    • @caciocavalloster
      @caciocavalloster ปีที่แล้ว

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

  • @OristaPrimadewa
    @OristaPrimadewa 5 หลายเดือนก่อน

    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...

  • @caciocavalloster
    @caciocavalloster ปีที่แล้ว

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

    • @YouExec
      @YouExec  ปีที่แล้ว

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

  • @showemprendeconexito
    @showemprendeconexito ปีที่แล้ว

    Truly amazin!!! Congratulations

  • @MrIceman4418
    @MrIceman4418 5 วันที่ผ่านมา

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

  • @maitrizenergie
    @maitrizenergie ปีที่แล้ว

    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  ปีที่แล้ว

      Hi! You can download the template from the video if you click the link in the TH-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!

  • @lotuscapitallimited1481
    @lotuscapitallimited1481 ปีที่แล้ว

    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  ปีที่แล้ว

      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.

  • @caioramos9697
    @caioramos9697 ปีที่แล้ว

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

    • @YouExec
      @YouExec  ปีที่แล้ว

      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.

  • @hometechnology9991
    @hometechnology9991 ปีที่แล้ว +1

    How to create account in youX to download this template?

    • @YouExec
      @YouExec  ปีที่แล้ว

      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 ปีที่แล้ว

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

  • @aariphhawari475
    @aariphhawari475 ปีที่แล้ว +2

    This is absolutely 👍

    • @YouExec
      @YouExec  ปีที่แล้ว

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

  • @jfcorrea7
    @jfcorrea7 ปีที่แล้ว

    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  ปีที่แล้ว

      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.

  • @crystallef3352
    @crystallef3352 ปีที่แล้ว +1

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

    • @YouExec
      @YouExec  ปีที่แล้ว

      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 5 หลายเดือนก่อน

    how to learn for create spreadsheet ?

  • @mouniraju4833
    @mouniraju4833 ปีที่แล้ว

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

    • @YouExec
      @YouExec  ปีที่แล้ว

      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 ปีที่แล้ว

      Woudl you be able to share it?

  • @Jeff-rx4de
    @Jeff-rx4de 2 ปีที่แล้ว +1

    Sign up link is broken?

    • @YouExec
      @YouExec  2 ปีที่แล้ว

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

  • @bencote2259
    @bencote2259 ปีที่แล้ว +1

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

    • @YouExec
      @YouExec  ปีที่แล้ว

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

  • @ga1654
    @ga1654 3 หลายเดือนก่อน

    i cant download it can someone share it with me ?

    • @YouExec
      @YouExec  3 หลายเดือนก่อน

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

  • @timz2917
    @timz2917 4 หลายเดือนก่อน

    How did Noah make 56k in sales from 0 sales