LUMENOR SALES & QUOTES PIPELINE PRO — US EDITION

This is NOT a generic CRM. It is the pipeline for contractors who live on their bids: an opportunity register built for remodeling and construction, where every quote sent gets a follow-up date, every opportunity an honest weighted value, and every morning starts with a clear list of who to call — before your competitor does.

The problem it solves. You send a quote, then the current job swallows you. Ten days slip by. The client signs with the other contractor — the one who called on day 7. Quotes almost never die on price: they die in silence, never followed up. This workbook makes that silence impossible.

A 6-stage pipeline with real probabilities. New lead (10%), Site visit (25%), Quote sent (40%), Negotiation (65%), Won (100%), Lost (0%). Every opportunity shows its weighted amount (amount × probability): the true value of your book, not its face value. Probabilities are tunable in Setup and overridable row by row — a verbal yes worth 75%? Type it in; everything recalculates.

Follow-ups that compute themselves. The moment a quote goes out, its follow-up date = sent date + your delay (7 days by default). Date passed with no signature: the status flips to "⛔ Follow-up due". Past your aging threshold (14 days by default): "⚠ Aging quote". The Follow-ups sheet automatically gathers everything that needs action, sorted by urgency — your morning call list, always current, with nothing to sort or filter.

A dashboard that tells the truth. Open pipeline value and its weighted value, confirmed revenue (won contracts at the FINAL signed amount), total weighted forecast, win rate, average quote value, the value at stake in due follow-ups and aging quotes, and coverage of your monthly target — plus value by stage in a table and a chart. Formulas only (SUMIFS, COUNTIFS): no hand-typed numbers, nothing to break.

The built-in sample proves it. The pre-filled demo (a Columbus, OH remodeling contractor, 14 opportunities) shows an open pipeline of $334,350 that is honestly worth $129,270 once weighted, 2 due follow-ups holding $74,300 at stake, and 1 aging quote — exactly what a contractor needs to see before losing a job to forgetfulness. The guide reworks every number by hand.

Protected and stress-tested. Every sheet is protected WITHOUT a password: formulas are locked, only the yellow cells accept input. Fully verified by independent recalculation: hundreds of matching value checks per edition and 12/12 edge cases (empty pipeline, everything lost, probability override, missing date) with zero error messages. The reference date is an editable =TODAY() formula: alerts are always computed as of the right day.

US EDITION. Largely tax-neutral (no sales-tax math — to price a job, see the Pricing Engine PRO in the same catalog); labels, samples and currency are American.

Contents: 1 Excel workbook (.xlsx) — 5 sheets (Setup, Pipeline — 40 opportunity rows, Dashboard, Follow-ups, complete User Guide).

Compatibility: Microsoft Excel 2016 and later, Microsoft 365, LibreOffice 7 and later. Universal functions only — no macros, no subscription. Your data stays on your machine.

Save time. Save money. Make better decisions.

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