Messy Sales Pipeline CLEANED UP
In this video, learn how to transform a messy sales pipeline spreadsheet into a visually appealing and functional dashboard using checkboxes and conditional formatting, making it easier for sales reps to track their progress.
So I was working with a client and this came up where they had a sheet. It was leads and contacts and they were working on their pipeline and I went through a really cool data design.
dashboard but really what we could do is take the data and turn it into visuals and I'm going to show you a few steps that I showed I thought it was really creative and really cool kind dealing with this thing instead of just taking the data and moving it somewhere else.
they're going to close. So, these are the main four steps. They want to say, how many people are we getting through this? Uh who which of our sales reps are actually doing this? And can we give our sales reps a nice viewable thing into their own pipeline, but also can we share this with our leadership and say, "Here, help the people who are trying needing help."
some nos. This is exactly the same problem. we end up in the exact same spot we were before where it just all looks the same.
and keep this sum? Of course, we could change this if this is a yes, yes, no, we could change this to equals count. If range is E col E criteria yes and totally possible.
clued me in to the fact that like a yes or no is not going to work here. A yes or blank might work. Not yes or no. But one or zero worked here. It was binary.
a visual representation of either true or false. However, we want zeros or ones. So, what we're going to do is rightclick. We're going to go to view more cell actions. We're going to go to data validation .
to remain. Right click, paste special , data validation only.
this client, we figured out the basically the thing we want to work on is not the ones that are working.
everyone who got on a calendar has gotten to a close and we can each know the other way I wanted to put dollar signs in front of the E3.
vertically and horizontally. And now we add a little bit of magic. Go up to format . Go up to conditional formatting .
have to ignore. We should be ignoring. We can do this with conditional formatting as well.
value if true is going to be the value here in D column. If it's false I'm going to say nothing.
to show this information visually. Hope you enjoyed it.