Thanks for downloading the SalesTable CRM Template.

:)

GETTING STARTED
• Make a copy of this spreadsheet by clicking "File > Make a copy" from the menu above. You must be logged int

BASIC USAGE INSTRUCTIONS

• Add your leads to the Opportunities sheet below. We've prepopulated that sheet with some example leads to g
• Row colors will automatically update based on opportunity status (Closed, Open, or Won).
• "Date Created" and "Opportunity Last Modified" cells can be modified by double clicking those cells (which wi

• The Sales Dashboard sheet should not be modified.

• The dashboard will update automatically based on the data you input on the Opportunities sheet.

ADVANCED INSTRUCTIONS
• You can modify the Opportunity Status and Opportunity Stage options by revealing the hidden Settings sheet.
• To do so, click "View > Hidden Sheets > Settings

#NAME?
e menu above. You must be logged into your Google account to copy.

at sheet with some example leads to get you started.

ed, Open, or Won).
y double clicking those cells (which will reveal the a date picker).

the Opportunities sheet.

y revealing the hidden Settings sheet.

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⛔️Do not modify data below. Dashboard data automatically updates based on Opportunity sheet. ⛔️

Opportunities Summary
Total opportunities 9
New opportunities created this month 0 1

Open Opportunities 2
Qualified 2
Follow-Up 2 Qualified
Demo 1
1
Follow-Up
Negotiation 1
Demo
Potential revenue in open opportunities $26,000.00
Negotiation
Closed Opportunities
Unqualified 1
Lost 1
Potential revenue in closed opportunities $19,000.00
2

Won Opportunities
Won 1
Revenue in won opportunities $6,000.00
Company Name Date Created Assignee Opportunity Status
ABC Software 2019-12-01 Ariel Open
Bonanza Inc 2019-12-04 Clark Open
Cool Consulting 2019-12-04 Clark Open
Delight Co. 2019-12-20 Ariel Closed
Earnest Technologies 2019-12-19 Bruce Open
Fresh Factory 2019-12-10 Bruce Open
Genius LLC 2019-11-07 Bruce Closed
Happy Homegoods 2019-12-17 Ariel Closed
Ideal Innovations 2019-12-19 Clark Open
Opportunity Stage Opportunity Last Modified $ Value
Qualified 2020-08-08 $1,000.00
Follow-Up 2020-08-08 $2,000.00
Follow-Up 2020-08-08 $3,000.00
Demo 2020-08-08 $4,000.00
Negotiation 2020-08-08 $5,000.00
Won 2020-08-08 $6,000.00
Lost 2020-08-08 $7,000.00
Unqualified 2020-08-08 $8,000.00
Qualified 2020-08-08 $9,000.00
Website Street Address City State/Country
http://www.abcsoft.com/ 123 Adams Street Apache Junction Arizona
http://bonanzainc.com/ 234 Brent Blvd Barvaux Belgium
http://coolconsulting.com/ 345 Christoph Calabasas California
http://delight.co/ 456 Deleon Drive Delmar Delaware
http://earnesttechnologies.com/ 567 Endover Street Esher England
https://www.freshfact.com/ 678 Flowers Rd Ferndale Florida
http://genius.llc/ 789 Grant Pass Gainesville Georgia
http://happyhomegoods.com/ 8910 Hillsboro Blvd Honolulu Hawaii
https://www.idealinnovate.com/ 91011 Ivy Lane Irwin Iowa
Zip Code Primary Contact (First) Primary Contact (Last)
85119 Adam Andrews
--- Bruce Bentley
91301 Christie Chaucery
19940 Danny De'Angelo
--- Edward Evers
34729 Fred Frankston
30504 Grace Godfrey
96795 Hank Higgins
51446 Isabelle Ingalls
Email Address Phone Number Linkedin Profile
adam@abcsoft.com 101-101-1001
bb@bonanzainc.com 202-202-2002
christiec@coolconsulting.com 303-303-3003
danny@delight.co 404-404-4004
edward@earnesttechnologies.com 505-505-5005
ff@freshfact.com 606-606-6006
grace@genius.llc 707-707-7007
hankh@happyhomegoods.com 808-808+8008
isabelle@idealinnovate.com 909-909-9009
Notes