📊 OVERVIEW
An editable Excel template designed to visualise and track sales funnel performance across key campaign stages. Includes modular fields for prospects, lost leads, unqualified entries, and conversions—ideal for sales teams, marketing strategists, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📈 Sales funnel chart with dynamic updates based on stage-level input
• 🧮 Campaign tracker with figures for Identified, Contacted, Discussion, and Won stages
• ❌ Lost and Unqualified lead tracking for pipeline health analysis
• 📝 Notes section for commentary and strategic insights
• ✅ Hidden scratch sheet for chart logic and label formatting
🧠 USE CASES
• Internal campaign performance tracking and sales forecasting
• Client-facing documentation for investor decks, CRM reviews, or marketing audits
• Strategic planning for lead qualification, conversion optimisation, and sales team alignment
• Reusable format for monthly, quarterly, or campaign-based reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for funnel input and visual output
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
