Sales Pipeline & Performance Tracker

The JMRT Sales Pipeline & Performance Tracker is a practical Excel-based sales management tool designed to help businesses track opportunities, monitor activity, manage follow-ups and understand how their sales team is performing.

Instead of relying on separate spreadsheets, notes or manual updates, the tracker brings your sales pipeline, monthly targets and performance information together in one place — giving you a clearer view of what is happening now, what is likely to convert and where action is needed.

Whether you sell products, professional services, consultancy, financial services, recruitment, agency services or another service-led offering, the tracker can be adapted to suit the way your business sells.

What’s included

The workbook includes:

• Sales Pipeline Tracker — record every opportunity from initial lead through to Won or Lost

• Weighted Pipeline Value — automatically estimates pipeline value based on each opportunity’s sales stage

• Sales Activity Log — record calls, emails, meetings, consultations, proposals and follow-ups

• Follow-Up Management — highlight overdue actions and opportunities that may be going cold

• Monthly Sales Targets — set revenue, won-deal, lead and meeting targets by salesperson

• Sales Performance Dashboard — see your key sales numbers at a glance

• Team Performance View — compare salesperson activity, pipeline, revenue and target achievement

• Win Rate Tracking

• Average Won Deal Value

• New Lead Tracking

• Meeting Activity

• Revenue vs Target Analysis

• Pipeline by Sales Stage

• Customisable salespeople, lead sources, products/services and pipeline stages

• Automatic calculations, dropdowns and visual status indicators

  
  

Built for better sales visibility

Use the Dashboard to quickly understand:

How much active pipeline do we have?What is our weighted pipeline worth?How much revenue have we won this month?Are we on track against target?Which opportunities need following up?How is each salesperson performing?

The tracker is designed to help managers and business owners spend less time compiling sales information and more time acting on it.

Who is it for?

Ideal for:

• Small and growing businesses

• Sales teams

• Service-based businesses

• Consultants and professional services firms

• Agencies

• Recruitment businesses

• Financial services businesses

• Trades and project-based businesses

• Owner-managed businesses that want greater control over their sales pipeline

It can be used by an individual salesperson or across a wider sales team.

Fully customisable

The workbook includes a dedicated setup area where you can add your own:

• Sales team members

• Products and services

• Lead sources

• Sales stages

• Stage probabilities

• Activity types

• Lost-sale reasons

This allows you to adapt the tracker to your own business rather than having to work around a rigid sales template.

Digital Delivery

This is a digital product.

Your JMRT Sales Pipeline & Performance Tracker will be supplied electronically as an Excel workbook following purchase. No physical product will be posted.

Once delivered, simply save your own copy, complete the setup section and begin adding your sales opportunities and activity.

Know what’s in your pipeline. Know what needs attention. Know where your sales are coming from.

JMRT Partners — Building Businesses That Last.