Sales Quote and Proposal Timeline Template
Track sales quotes and proposals with timeline tracking, status monitoring, and quoted amount summaries using dynamic formulas.
A comprehensive sales management template designed to organize and monitor quotes and proposals throughout the sales pipeline. The template features a main timeline view that displays quoted amounts, pending statuses, and key proposal milestones. It includes a setup sheet for configuring status options and uses formulas like SUM, COUNTIF, IF, ROW, and TEXT to automatically calculate total quoted amounts, count pending proposals, and track proposal progression. Ideal for sales teams managing multiple concurrent quotes and monitoring their conversion status.
What's inside
- Dynamic quote and proposal timeline view
- Automatic total amount calculation using SUM
- Pending proposal counting with COUNTIF
- Configurable status options in setup sheet
- Conditional status tracking with IF formulas
- Row-based data organization
- Text formatting for timeline display
Download this template
.xlsx · 2 sheets · included with lifetime access
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