{"product_id":"b2b-sales-os-excel-template","title":"B2B Sales OS Excel Template | Deals, Activity, Accounts, Lost Reasons and Expenses","description":"\u003cp\u003eFor B2B salespeople and small sales teams. It puts your pipeline, activity and won accounts in one workbook, so you can see what is coming in and what needs chasing. A dashboard reads every tab live, and lost deals are logged with the reason so you can learn from them. Money in and expenses sit alongside, ready for the accountant.\u003c\/p\u003e\n\u003ch4\u003eWhat it covers\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eDashboard that reads every tab live\u003c\/li\u003e\n\u003cli\u003eDeals pipeline with stage, value and next step for each opportunity\u003c\/li\u003e\n\u003cli\u003eActivity log to spot pipeline problems early\u003c\/li\u003e\n\u003cli\u003eWon accounts with renewal dates and room to grow\u003c\/li\u003e\n\u003cli\u003eLost reasons log so you learn from deals that slip away\u003c\/li\u003e\n\u003cli\u003eMoney in and expenses, categorised for the accountant\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eWho it is for\u003c\/h4\u003e\n\u003cp\u003eSuits B2B sales reps, account managers, small agencies, founders who sell and suppliers selling to other businesses.\u003c\/p\u003e\n\u003ch4\u003eWhat is inside\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eEasy Setup, your lists in one place so every dropdown matches how you work\u003c\/li\u003e\n\u003cli\u003eHow To Use and Quick Start guides, from download to working in ten minutes\u003c\/li\u003e\n\u003cli\u003eDashboard\u003c\/li\u003e\n\u003cli\u003eDeals\u003c\/li\u003e\n\u003cli\u003eActivity Log\u003c\/li\u003e\n\u003cli\u003eAccounts\u003c\/li\u003e\n\u003cli\u003eLost Reasons\u003c\/li\u003e\n\u003cli\u003eMoney In\u003c\/li\u003e\n\u003cli\u003eExpenses\u003c\/li\u003e\n\u003cli\u003eNotes and Actions, Log and Diary and Monthly Review tabs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eHow it works\u003c\/h4\u003e\n\u003cp\u003eOpen the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.\u003c\/p\u003e\n\u003ch4\u003eWhat you get\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eOne editable Excel (.xlsx) workbook with 12 tabs\u003c\/li\u003e\n\u003cli\u003eBuilt for Microsoft Excel, no macros and no formulas for you to write\u003c\/li\u003e\n\u003cli\u003eExample rows included so you can see every feature working\u003c\/li\u003e\n\u003cli\u003eCommercial licence, use in your own business, not for resale\u003c\/li\u003e\n\u003cli\u003eInstant digital download, no physical item shipped\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eSmall print\u003c\/h4\u003e\n\u003cp\u003eTemplate only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.\u003c\/p\u003e","brand":"SiteSums","offers":[{"title":"Default Title","offer_id":58622770741592,"sku":null,"price":25.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1005\/9166\/5496\/files\/b2b-sales-os-excel-template-07-ipad-pro.jpg?v=1790977745","url":"https:\/\/sitesums.co.uk\/products\/b2b-sales-os-excel-template","provider":"SiteSums","version":"1.0","type":"link"}