About this template

Comprehensive Deals Management CRM Template provides visibility across the funnel. Capture leads, track deal progression, and forecast pipeline health with dashboards that keep reps and managers aligned.

What’s included

Boards

Accounts - The Accounts board is crucial for organizing and tracking detailed information about each company your CRM interacts with. With columns for the company name, domain, contacts, deals, industry, description, number of employees, headquarters location, and company profile, this board serves as a comprehensive repository of company data. It helps you manage workflow stages by linking contacts and deals directly to each account, allowing for a seamless connection between different aspects of the CRM process.
Leads - The Leads board is designed to track potential clients and manage the initial stages of your CRM process. Key columns include name, status, company, title, email, phone, last interaction, and the option to create a contact. By maintaining detailed records of each lead's status and interaction history, this board ensures that leads are systematically followed up and converted into deals, effectively managing the early stages of the workflow.
Contacts - The Contacts board organizes and tracks all individual contacts associated with your accounts and deals. It includes columns for name, email, accounts, deals, deals value, phone, title, type, priority, comments, company, and activities. This board is essential for maintaining up-to-date contact information and prioritizing communications, thus facilitating smooth transitions between different stages of the CRM process.
Deals - The Deals board is pivotal for managing and tracking the progress of each deal in your CRM. It features columns for name, stage, owner, deal value, contacts, accounts, expected close date, close probability, forecast value, last interaction, and quotes & invoices. This board allows you to monitor the status and value of each deal, forecast potential revenue, and manage deal stages effectively, ensuring that all aspects of the sales process are connected and streamlined.

Dashboards & Reports

Annual Target - This dashboard helps track the progress towards the yearly revenue goals by consolidating data from all deals. It aids in identifying whether the team is on track to meet annual targets and highlights any significant deviations that need attention.
Monthly Target - By breaking down the annual goals into monthly targets, this dashboard allows for more granular tracking. It helps identify monthly trends, seasonal variations, and helps in making short-term strategic decisions.
Average Deal Value - This dashboard provides insights into the average value of deals, helping to set realistic revenue expectations and measure the effectiveness of sales strategies. Identifying anomalies in deal values can signal potential issues or opportunities.
Active deals - Forecasted Revenue - This dashboard forecasts potential revenue from active deals, offering a forward-looking perspective on the sales pipeline. It aids in resource planning and helps identify high-value deals that require more focus.
Deal status distribution - By showing the distribution of deals across different stages, this dashboard helps identify bottlenecks in the sales process. It provides clarity on where deals are getting stuck and where efforts need to be intensified.
Actual Revenue by Month (Deals won) - This dashboard tracks the revenue generated from won deals on a monthly basis. It helps in assessing the effectiveness of sales strategies and provides a clear picture of revenue trends.
Pipeline conversion - This dashboard measures the conversion rates at each stage of the sales pipeline. It helps in identifying stages that are underperforming and where the sales process can be optimized.
Activity tracker - This dashboard monitors the activities performed by the sales team, such as calls, emails, and meetings. It helps in ensuring that the team is engaging with prospects and clients appropriately and can highlight areas needing more activity.
Forecasted Revenue by month - This dashboard provides a month-by-month forecast of potential revenue, helping in financial planning and in setting realistic sales targets.
Forecasted Revenue by Stage - By forecasting revenue based on the stage of deals, this dashboard helps in understanding how close deals are to being closed and the potential future revenue at each pipeline stage.
Deals Stages by Rep - This dashboard tracks the progress of deals handled by individual sales representatives. It helps in performance evaluation and identifying reps who may need additional support or training.
Deal Progress based on Month Added - This dashboard tracks the progress of deals based on the month they were added to the pipeline. It helps in understanding the time taken to close deals and identifying any patterns or delays in the sales cycle.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that the relevant team members are immediately informed of new communications, streamlining follow-ups and ensuring timely responses to potential clients.
When an email is opened → Notify item subscribers with a message - By notifying team members when an email is opened, this automation helps in tracking engagement and allows for timely follow-up actions, increasing the chances of deal progression.
When "Create a contact" is clicked → Move the item to the Contacts board - This automation simplifies the process of managing new contacts by automatically moving them to the appropriate board, ensuring that no new lead is overlooked and that the contact management process remains organized.
When a lead is created → Set its status to "New Lead" - This automation standardizes the initial status of new leads, providing clarity and consistency in the lead management process, and ensuring that new leads are promptly addressed.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - By automatically updating the last interaction date, this automation keeps the lead information current, helping the sales team prioritize follow-ups and maintain accurate records of client engagement.

Frequently asked questions

How does this CRM template help in managing multiple deals simultaneously?

This template offers a structured approach to managing multiple deals with dedicated boards for tracking deal stages, priorities, and responsibilities. It ensures no deal falls through the cracks by providing clear visibility and automated reminders.

What are the key features of this deals management CRM template?

Key features include customizable deal stages, automated follow-up reminders, real-time collaboration tools, and detailed reporting on deal progress and sales performance metrics.

How can this template optimize my sales workflow?

By integrating automated tasks, reminders, and real-time updates, this template streamlines the sales process, reduces manual effort, and ensures timely follow-ups and deal closures.

What are common mistakes to avoid when using this deals management CRM template?

Common mistakes include not customizing stages to fit your sales process, failing to regularly update deal statuses, and not utilizing automated reminders and notifications effectively.

What are the best practices for tracking deal progress with this CRM template?

Best practices include regularly updating deal stages, setting clear responsibilities, using automated reminders for follow-ups, and analyzing reports to identify bottlenecks and areas for improvement.

What metrics should I track to measure the success of my deals management process?

Key metrics include the number of deals in each stage, conversion rates, average deal size, sales cycle length, and win/loss ratios. These metrics help in evaluating the efficiency and effectiveness of your sales process.

How can this CRM template scale with my growing sales team?

The template is designed for scalability, allowing you to add more users, customize workflows, and integrate with other tools as your sales team grows. It supports increased volume of deals and more complex sales processes without compromising efficiency.

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