pipeline

Hi, I'd really appreciate any suggestions on how best to manipluate the datasheet for a sales pipeline dashboard to enable me to report on sales prospects over time. I specifically want to be able to report on the number and value of sales leads in the pipeline at any point in time, by sales...

Hi Everyone, I am trying to calculate my pipeline backwards. I hope I can explain clearly here. The premise is: If I start with 100 USD in my pipeline and I have a win ratio of 20% I will win 20 USD. This 20 USD will move to the next stage (stage A) where there is already another amount...

Hi, I have a formula to look up a number value based on 4 lines. =IFERROR(SUMIFS(OFFSET('Weekly Pipeline Report'!$A$2,0,MATCH($C$39,'Weekly Pipeline Report'!$A$1:$AAA$1,0)-1,ROWS('Weekly Pipeline Report'!$A$2:$A$4451),1), OFFSET('Weekly Pipeline Report'!$A$2,0,MATCH($C$40,'Weekly Pipeline...

I currently import information into an excel tool from a pipeline report...via a Connection method. The pipeline report resides on a SharePoint drive. Using a connection requires that I flash in the entire set of data, which then effects the size of the file. (too big) Once the data is...

I'm looking for some help on a sales pipeline report I'm working on. I have 1 worksheet that our sales team can enter their raw data and edit it as they move through different phases of the sales pipeline from Prospect to Quoted and finally to sold. On another worksheet, I'm trying to pull only...

I'm trying to figure out how I can calculate certain sales conversions in my Sales Pipeline automatically. My pipeline has the following statuses: Lead -> Enquiry -> Tendered -> Awarded. For instance, I would like to know which projects that has converted from Lead to Enquiry. My data file is...

Hi,