How to Track Your Sales Pipeline in Google Sheets (template walkthrough) скачать в хорошем качестве

How to Track Your Sales Pipeline in Google Sheets (template walkthrough)

Template here: https://hustlesheets.mysamcart.com/ch... Book a call with me here: https://clarity.fm/hustlesheets In this video, I walk through a Google Sheets sales tracking spreadsheet I’m building for a client that moves leads through multiple pipeline stages using date-based statuses instead of a single dropdown. You’ll see how I: Track when each stage happens Automatically calculate latest status and days in stage Move deals between pipelines without re-typing data Structure sheets for future dashboards and performance reporting Chapters 0:00 Introduction - Sales Pipeline Tracker Overview 0:30 The Problem with Status Columns 1:15 Solution: Date-Based Stage Tracking 2:00 Demo: Adding Dates to Track Stages 3:15 Days Since Last Update Feature 3:45 Auto-Highlighting Current Stage 4:15 Adding a New Lead (Harry Potter Example) 5:30 Filter Views by Status 6:00 Moving Deals Between Sheets 6:30 The Problem with Retyping Data 7:00 Creating Unique IDs (Name + Address) 7:30 XLOOKUP Auto-Population Demo 8:30 Quote Pipeline Stage Tracking 9:00 Approval/Rejection Stages 9:30 Master Sheet & Looker Studio Dashboard Plans 10:15 Tracking Agent Performance & Bottlenecks 10:45 Capturing Lost Deal Reasons 11:15 Categorizing Failure Points for Dashboards 11:45 Template Availability & Setup Options 12:15 CTA: Links in Description