Funnel & Sales Performance Mastery:
Hit Your Sales Target, Every Time!

Duration: ~ 8 hours | Fee: PROMO🔥

Training Objective:

Equip sales professionals, sales managers, and sales teams with practical knowledge and hands-on skills to manage their sales funnel effectively using Microsoft Excel. This program focuses on enabling better sales forecasting, performance tracking, opportunity prioritization, and action planning — without the need for costly CRM systems.

Training Outcome:

By the end of this training, participants will understand the importance and benefits of structured funnel management, identify essential data fields in a sales funnel, and learn to build a practical Funnel Management Tool using Excel. They will be equipped to accurately track, monitor, and update sales opportunities, use the tool to prioritize deals and forecast sales against targets, and develop focused action plans to improve conversion rates and achieve their sales goals.

Module 1 

Own Your Funnel: Why It Matters

1.1 What is a Sales Funnel?

1.2 Why Funnel Management is a Game-Changer

1.3 Funnel & Opportunity Management: What to Watch Out For

Module 2

Talk the Talk: Master Funnel & Performance Terms

2.1 Must-Have fields in Your Funnel Management Tool

2.2 Essential Funnel Terms & Metrics

2.3 Essential Performance Terms & Metrics

2.4 TWO Proven Methods to Manage Your Funnel & Hit Your Sales Target!

Module 3

Control the Numbers: Funnel Analysis & Action Planning

Sales Funnel Walkthrough:

3.1 Funnel Sheet: Update Sales Opportunities

3.2 Metrics Sheet: Calculate the Metrics (i.e., Sales Gap)

3.3 Analyze Sheet: Identify Key Opportunities to Focus On

3.4 Action Plan Sheet: Develop a Targeted Action Plan to Prioritize, Close, and Invoice Deals

Module 4

Put It to the Test: Group Challenge & Presentation

Role Play | Group Exercise:

4.1 Calculate Sale Gaps

4.2 Analyze a Sales Funnel Dataset

4.3 Opportunity Prioritization and Draft Action Plans

4.4 Present Funnel Analysis Findings and Your Strategy to Hit Your Sales Target!

Pre-requisites

Participants should:

• Bring their own laptop with Microsoft Excel (Windows version, 2021 or 365) installed

• Familiar with the following Microsoft Excel topics:

✔️ Table format

✔️ Advanced funcitons (IF, IFS, COUNTIF, SUMIFS, AVERAGE IFS,  XLOOKUP, and Nested Formula)

✔️ Data Validation 

✔️ Basic PivotTable & Slicers

✔️ Basic PivotChart

✔️ Basic VBA

What makes this program different?

This program is designed by a former Head of Commercial Excellence with hands-on experience managing regional sales funnels and sales operations. It focuses on structuring, cleaning, and analyzing sales data to improve pipeline accuracy and decision-making. Backed by 23 years of real corporate MNC experience in project costing, pricing, sales operations, and reporting — including over a decade managing sales pipelines exceeding RM100 million — the program delivers practical, proven strategies. It’s led by an experienced in-house CRM, Funnel Management, and Sales Performance Trainer who has directly coached and equipped sales teams to consistently hit their targets.