Close Opps. Hit Targets. Play to Win.
Our Salesforce Sales Opportunity Template enables sales teams to control their destinies. Track your opportunities, from the first touch, to the final close, and combine the funnel with individual and team targets to merge monitoring with performance. And the best part? We’ve already built everything for you. Just click the button and start.
Sales Opportunity Template makes your life easier:
- Gain visibility into your opportunity pipeline by stage, for any month, quarter, or year — past, present, or future.
- Set individual and team quotas tied to pipeline volume and fluctuations
- Track monthly KPIs, such as win rate, average deal size, and value of each stage or forecast category
- Access a clean view of recent/upcoming opportunities, hyperlinked directly to their Salesforce pages
"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
BI Manager, Klaviyo
