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how do you create and manage a sales pipeline sales pipelines are valuable for sales representatives to manage their leads throughout the entire sales process from qualification to close weve created a sales pipeline spreadsheet that lets you customize your process manage your lead funnel visualize your pipeline with a kanban visualization and monitor your team with a dashboard you can download and customize this spreadsheet to manage your sales Pipeline and follow all of your sales from qualification to close lets now review how this spreadsheet works and how you can use it to Save hours of work as you manage your sales funnel first the user will go to the fields tab to input their sales pipeline preferences input your static inputs like your sales report name your company name and the event youre tracking in most cases this will be sales leads or however you refer to it internally then choose the pipeline data formatting including preferred currency and date formats as in how you