Take a tour – Demo Video:
- Built for Excel 2010 or later
- Licensed for Private Use Only (not for distribution or resale)
The template may NOT be sold, distributed, published to an online gallery, hosted on a website, or placed on any server in a way that makes it available to the general public.
Help & Support
new sales rep –
This template has saved me countless hours of trouble. For someone with no prior sales experience, and intermediate Excel skills, this document is far beyond anything I could have hoped to create from scratch. It is especially nice for summarizing all deals at-a-glance, with the “Pipeline” and “Dashboard” views each offering unique benefits. The feedback from my organization’s sales leadership has been overwhelmingly positive.