Sales Pipeline Report

Using this Sales Pipeline Report template guarantees that you will save time, cost and efforts and enables you to grow the business faster! After downloading and filling in the blanks, you can easily customize e.g. visuals, typography, details, and appearance of your Sales Pipeline Report.

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Board  Reporting  Template         Company  Logo  Here     To:     From:     Date:     Re:       3   Company  A  Board  Members  and  Investors   Company  A  CEO   April  1,  2012   Q1  2012  Business  Update   Q1  2012  Business  Update  to  Board  of  Directors     Think  of  this  first  page  as  your  cover  letter  –  keep  it  short  –  one  page  is  enough  -­‐  and  hit  the  main  points   –  what  do  your  Board  Members  and  investors  need  to  know  and  what  specific  topics  are  “under   discussion”     Things  you  might  want  to  include  in  the  cover  letter  /  business  update  narrative:    
Overall  performance  vs.. 9       Board  Reporting  Template     Board  Matters     Summary  of  prior  board  meeting  consider  including  the  following  information:  
List  of  attendees  
List  of  votes  taken  and  results  
Major  topics  discussed  
Requests  from  board/management/investors  
Next  quarter  plans  
Action  items  identified     Agenda/Summary  of  upcoming  board  meeting  consider  including  the  following  information:  
Location/date  of  meeting    
Expected  attendance  list  
Agenda,  including  all  anticipated  votes  and  topics  to  discuss  
Quarterly  report  of  audit  and  compensation  committees,  even  if  report  is  “no  report”  
Human  resource  matters:  option  awards,  bonuses,  key  expected  departures  or  hires,  disciplinary   actions,  legal  actions,  etc..