Sales Pipeline and Forecast Manager

PMC 03m Sales Pipeline & Forecast Manager

Sales opportunities are easy to lose track of when they live across emails, notebooks, WhatsApp messages, quotations and memory.

The PMC 03m Sales Pipeline & Forecast Manager gives small businesses a practical Excel-based system to track opportunities, estimate likely sales, manage follow-ups, record actual sales and see where future income may come from.

It is designed for businesses that want better control without introducing another complicated software platform.

The pain points it helps solve

• Opportunities are discussed but not properly tracked.
• Follow-ups happen too late, or not at all.
• Business owners are unsure which deals are most likely to close.
• Sales forecasts are based on hope rather than probability.
• Expected sales and actual sales are difficult to compare.
• Too much sales information is being carried in someone’s head.
• There is no clear view of which opportunities deserve attention first.

What the workbook helps you do

Capture sales opportunities

Record the customer, opportunity, expected value, sales stage, expected close date, next action and responsible person.

Build a weighted sales forecast

Each opportunity can be assigned a probability, allowing the workbook to calculate a more realistic weighted pipeline value.

Manage your pipeline

See where opportunities sit in the sales process and identify which deals require action.

Track important follow-ups

Use next-action dates to keep conversations moving rather than allowing opportunities to disappear.

Record actual sales

Capture completed business and compare actual sales performance against forecast expectations.

See your business at a glance

The dashboard provides visibility of key sales measures including open opportunities, weighted forecast, won sales, upcoming opportunities, overdue actions and sales performance.

Forecast month by month

See how expected sales are distributed across future months and where gaps may be developing.

Why it is useful

A sales pipeline should do more than store names.

It should help you answer:

What opportunities do I currently have?

Which ones are most likely to convert?

What could those opportunities be worth?

What should I follow up next?

When could the money arrive?

What did I actually sell?

The PMC Sales Pipeline & Forecast Manager brings those answers together in one familiar Excel workbook.

No complicated CRM system.

No additional application to learn.

No macros.

No VBA.

Just a structured business tool designed to help you Plan, Manage and Control your sales activity.

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