Spreadsheet: 135900d1326297803-excel-2007-formula-needed-to-add-up-and-copy-a-lot-of-data-to-separate-tab-in-ss-for-each-month-example-sales-plan-and-funnel-report-2-
Sheet: Reporting quide

 | Sales funnel and sales plan report quide
 | ID | ID or number of opportunity
 | Status | 0 = Registered lead 1 = Qualified lead 2 = Opportunity 3 = Qualified Opportunity 4 = Offer 5 = Hot offer 9 = Order
 | Customer name | Ful company name (and division)
 | Branch | branch name
 | Industry/SMA | 1X = Power 2X = General Manufacturing 3X = Metals Production 4X = Paper and Forest 5X = Logistics 6X = Raw material 7X = Chemical 8X = Other See SMA codes attached
 | Customer contact(s) | Key customer contact(s) and title
 | Sales representative | Sales man responsible for the opportunity
 | Business Unit | Business Unit: CSER = Crane Service PSER = Port Service MTS  = Machine Tool Service MOD = Modernization
 | SP | Strategic Product of an opoprtunity (Only SP's to be reported) SP21B    = SL3 service contract SP21C   = SL4 service contract SP21D   = SL5 service contract SP22m = Field modernization (Note! Only larger than 100 Teur opportunities to be reported) SP 27    = (Engineered) Modernization
 | Service level | Service levels (Existing relation with customer): SL1 = Contact (No contract) SL2 = Condition (Inspection contract) SL3 = Care (Maintenance contract) SL4 = Commitment (Service contract with performance KPI's) SL5 = [NAME] (Maintenance and operation contract)
 | Est.value of the potential order | Estimated value of opportunity/project
 | Number of equipment | Number of equipment that opportunity consists of
 | Probability | propability to get the order (please see sales funnel for quidance) 10-30% Customer has shown some intrest and the case is proceeding 30-50% Customer has got our offer and we have presented the solution 50-90% [NAME] is been selected as a short listed supplier to continue with actual and/or final negotiations for the agreement. Expectations is that contract will be signed within 1-2 months. 100% Order is signed
 | Next contact | Date of the next contact
 | Next actions | Description of status and next cause of action
 | Drop down menus/data validation
 | Status
 | 0 | Registered lead
 | 1 | Qualified lead
 | 2 | Opportunity
 | 3 | Qualified opportunity
 | 4 | Offer
 | 5 | Hot offer
 | 8 | Not Won
 | 9 | Order
 | Industry/SMA
 | 1X | Power
 | 2X | General Manufacturing
 | 3X | Metals Production
 | 4X | Paper and Forest
 | 5X | Logistics
 | 6X | Raw material
 | 7X | Chemical
 | 8X | Other
 | Business unit
 | CSER | Crane Service
 | PSER | Port Service
 | MTS | Machine Tool Service
 | MODS | Mdoernizations
 | PARTS | Parts
 | SP (Strategic product)
 | SP21B (SL3) | Care (SL3) service agreements
 | SP21C (SL4) | Commitment (SL4) service agreements
 | SP21D (SL5) | Complete (SL5) service agreements
 | SP22m | Field modernizations
 | SP26 | Lifting Equipment
 | SP27 | Engineered modernizations
 | SP29A | CRS Component level
 | SP29B | CRS Crane level
 | SP29C | Runway Surveys
 | SP29D | Consulting
 | SP29E | [NAME]
 | SP29F | Other
 | Service levels
 | SL1 | SL1 = Contact (No contract)
 | SL2 | SL2 = Condition (Inspection contract)
 | SL3 | SL3 = Care (Maintenance contract)
 | SL4 | SL4 = Commitment (Service contract with performance KPI's)
 | SL5 | SL5 = [NAME] (Maintenance and operation contract)
 | Propability
 | 0.1 | Customer has shown some interest and case is proceeding
 | 0.2
 | 0.3 | Customer has received our offer and we have presented our solution
 | 0.4
 | 0.5
 | 0.6 | selected as a short listed supplier to continue with actual and/or final negotiations for the agreement. Expectations is that contract will be signed within 1-2 months.
 | 0.7
 | 0.8
 | 0.9
 | 1 | Order
 | Order Month
 | January
 | February
 | March
 | April
 | May
 | June
 | July
 | August
 | September
 | October
 | November
 | December
 | TRUCARE Contract?
 | Yes
 | No
 | NOTE! This sheet is password protected. [NAME] is: "Salesfunnel"