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Pipedrive Sales Operations Package

Our Pipedrive Sales Operations Package offers you a complete view of your sales operation, all inside Google Sheets. Powered by your Pipedrive CRM data.

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Pipedrive Sales Operations Package
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"Coefficient's Google Sheets templates are the next step in spreadsheet evolution–connected spreadsheets. Connected sheets mean faster, better, and more accurate analysis by everyone–especially if you can't code!"
Evan Cover Director, BI Engineering and Governance, Klaviyo

Track every aspect of your sales operation, directly from your spreadsheet.

Coefficient’s Pipedrive Sales Operations Package offers a pre-designed, full-funnel view of your sales operation, all inside Google Sheets. Leverage a range of pre-built spreadsheet dashboards to track the performance of reps, teams, and the entire company, throughout every stage of the sales pipeline.

The Pipedrive Sales Operations Package comes with three unique dashboards, each with their own visualizations and reports for tracking sales performance. The dashboards include:

Annual Sales Performance:

  • Easily monitor yearly, quarterly, monthly, and weekly sales performance across your sales teams
  • Measure sales for your top 5 accounts, and harness a report featuring your largest deals to identify key revenue streams
  • Filter between years and teams with ease using a simple drop-down menu

Sales Pipeline Analysis

  • Analyze pipeline creation, conversion, and monthly velocity with incisive dashboards and reports
  • Track percentage growth, percentage win rate, and 7 days average sales cycle
  • Filter dashboards by year, sales team, and sales rep

Sales to Target

  • Consider visualizations about closed deals vs. targets, open pipeline, and gap analysis.
  • Follow closed won deals, open pipe by stage, and quarterly goals.
  • Filter dashboards by year and by quarter.

Download the Pipedrive Sales Operations Package for free to maximize your analysis of your sales pipeline.

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