Business Development Pipeline Template

£69

Visual pipeline tracking system for managing consultancy sales opportunities.

-
+

Systematic business development requires pipeline visibility. This Excel template provides visual pipeline representation showing opportunities by stage (inquiry, discovery, proposal, negotiation, closed), expected value, probability-weighted forecast, and expected close dates. Features conversion tracking between stages, identifying bottlenecks requiring attention. Includes opportunity scoring frameworks helping prioritize pursuits with highest win probability and value. The template integrates with time tracking showing business development investment per opportunity, enabling ROI analysis of BD activities. Forecasting tools project revenue based on pipeline stage and historical win rates. Particularly valuable for consultancies transitioning from opportunistic to systematic business development. Downloadable from cloudmandarin.com, it transforms business development from sporadic activity to managed process, improving forecast accuracy and resource planning.