Sales / Free editable template

Sales process with exit criteria template

A sales process is only useful when everyone agrees what it takes to move a deal forward. This example draws six stages, from prospect to closed won, as a staircase. Each step carries its exit criteria, the share of deals that move on, and the average days a deal spends there, so reps and managers judge deals the same way.

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Sales process with exit criteria example showing six stages drawn as a staircase, exit criteria the buyer could confirm, conversion and days in each step
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Name the stages

    Use the steps your buyers actually go through, from first contact to signed contract. Five to seven stages is usually enough.

  2. Write exit criteria

    For each stage, list two to four things that must be true before a deal moves on. Prefer criteria the buyer would confirm, such as a budget range shared or a decision date set.

  3. Add the numbers

    Record how many deals move on from each step and how long they stay there. Weak steps show up quickly.

Questions about this template

Can I edit the exit criteria for each step?

Yes. Rewrite the three criteria on each step to fit your sales motion, and update the moves-on percentages from your own conversion data.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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