The progress of each sale is tracked in an Excel compatible spreadsheet. For each sale it includes:

• The step in the sales process
• Your rating of closing potential
• The objective analysis of closing potential
• Amount of the sale

You can sort by any column or view it in Excel to incorporate it into your custom process.

Each sales rep can automatically send their forecasted sales to the manager. As a manager, all forecasted sales from all your sales reps are automatically rolled up into one spreadsheet.

1. They can be totaled together, or
2. Viewed independently

You can double-click on any account to view the detailed analysis information. This will give you an objective evaluation of the potential for closing. The red flags will warn you of potential delays and provide advice to help your sales reps close the sale.

The analysis rating on each sale will help you to more accurately forecast sales for your division.