Ark
5
Kerneområder opdelt
Gratis download
Skabelon til kontraktfremdrift
Rådgivning
Har du brug for hjælp til at vælge en skabelon?
You can adjust only the columns you need. Align the workbook with your existing contract flow.
Juster kun de kolonner, du reelt har brug for.
A free Excel template that keeps contracts, progress, and updates in one workbook. On the same page, you can check the matching Web flow.
Gratis download
Kontrakter
Fremdrift
Renewal
Styring
Sporbart
Let at dele
Inputdata
Let at skalere
Let at tilpasse
Inputeksempel
Contract progress operating view
You can check the flow of contracts, progress, and renewals at a glance.
Contracts
42 contracts
Renewing
9 records
Renewal deadline
Denne uge
Delt med
Sales Director
Gratis download
Se først, hvad Excel-versionen indeholder
A free template that makes it easy to organize contracts, progress, and updates in one workbook. After downloading, start by aligning the main columns.
Fil
Contract Progress Management Template.xlsx
File name: revenue_operations_contract_progress_template_da.xlsx
Ark
5 ark
Formål
Contract, progress, and renewal management
Align contracts and progress first to stabilize the workflow.
Keeping updates in the same workbook eliminates the need to search through separate files.
Can også bruges som referencemateriale til månedlige rapporter og overleveringer.
Start by entering the contract and progress parameters.
Operating view
How the contract progress flow works in Excel
Keeping contracts, progress, and renewals in a single flow makes it easier to avoid omissions.
Trin 1
Afstem tidsplaner
First, organize the contract parameters and align the daily operating conditions.
Trin 2
Saml information
Gather progress updates to reduce omissions for each owner.
Trin 3
Frem aftaler
Grupper de nødvendige kontroller og godkendelser i et enkelt flow.
Trin 4
Gem historik
Gem historikken, så den understøtter den næste gennemgang og rapportering.
Skærmmapping
Hvilke Excel-felter bliver til hvilke systemskærme
When you map the sales management data model directly to page designs, the workflow becomes much easier to understand.
Excel-element
Systemelement
Noter
Excel-element
Contract list
Systemelement
Contract board
Noter
Helps make the overall progress easier to view.
Excel-element
Renewal records
Systemelement
Renewal timeline
Noter
Helps keep a record of what was changed and when.
Excel-element
Deadline column
Systemelement
Deadline reminders
Noter
Helps prevent missing deadlines.
Excel-element
Completion status
Systemelement
Contract dashboard
Noter
Enables checking completed contracts at a glance.