About this template

Sports Finance Management CRM Template tracks budgets, approvals, and profitability. Dashboards highlight variance drivers and ensure compliance with audit-ready records.

What’s included

Boards

Accounts Board - This board helps finance managers in the sports industry keep track of all accounts, including essential details like company profile, number of employees, and headquarters location. It allows for easy management of contacts and deals associated with each account, ensuring that all relevant information is in one place to streamline financial operations and reporting.
Leads Board - The Leads board is designed to manage potential clients and partners. Finance managers can monitor the status of each lead, track last interactions, and initiate contact creation. This board ensures that no opportunity is overlooked and helps maintain a healthy pipeline of potential deals and partnerships.
Contacts Board - This board consolidates all contact information, including emails, phone numbers, and titles. By linking contacts to their respective accounts and deals, finance managers can easily access relevant information and track the value of deals influenced by each contact, aiding in relationship management and financial forecasting.
Deals Board - The Deals board is crucial for managing ongoing and potential deals. It tracks the stage, owner, value, and close probability of each deal, providing a clear overview of the sales pipeline. Finance managers can forecast revenue, monitor last interactions, and ensure timely follow-ups to close deals efficiently.
Activities Board - This board allows finance managers to track all activities related to accounts, deals, and contacts. By monitoring the type, owner, start and end times, and status of each activity, managers can ensure that all tasks are completed on time and nothing falls through the cracks, enhancing operational efficiency.
Sponsorship Deals Board - Managing sponsorship deals is simplified with this board. It tracks sponsor names, deal amounts, contract dates, and renewal reminders. This ensures that finance managers can keep track of sponsorship income, manage contract renewals proactively, and maintain strong relationships with sponsors.
Events Board - The Events board helps finance managers oversee all events, including their dates, locations, types, budgets, and statuses. By having a centralized place to manage event-related finances and logistics, managers can ensure that events are well-organized and within budget, contributing to the overall financial health of the organization.

Dashboards & Reports

Annual Target - Helps the finance manager in the sports industry track yearly financial goals and performance, allowing them to assess how well the organization is meeting its long-term revenue objectives.
Monthly Target - Provides a breakdown of monthly financial targets, enabling the finance manager to identify trends, manage cash flow, and make informed decisions on resource allocation.
Average Deal Value - Tracks the average value of deals, aiding the finance manager in understanding market trends and setting realistic financial expectations.
Active deals - Forecasted Revenue - Offers insights into the potential revenue from active deals, helping the finance manager to forecast financial outcomes and plan budgets accordingly.
Deal status distribution - Displays the current status of all deals, allowing the finance manager to monitor the pipeline's health and identify any bottlenecks or areas needing attention.
Actual Revenue by Month (Deals won) - Tracks revenue generated from won deals on a monthly basis, providing the finance manager with critical data to compare against forecasts and adjust financial strategies.
Pipeline conversion - Shows the conversion rates at different pipeline stages, helping the finance manager to understand the efficiency of the sales process and predict future revenue.
Activity tracker - Monitors sales activities, giving the finance manager insights into team productivity and the effectiveness of different sales strategies.
Forecasted Revenue by month - Projects monthly revenue based on current deals, helping the finance manager to plan financial operations and manage expectations.
Forecasted Revenue by Stage - Breaks down forecasted revenue by sales stage, providing the finance manager with detailed insights into which stages are most lucrative and where to focus efforts.
Deals Stages by Rep - Tracks the performance of individual sales reps across different deal stages, allowing the finance manager to identify top performers and areas for improvement.
Deal Progress based on Month Added - Shows the progress of deals added within a specific month, enabling the finance manager to analyze the effectiveness of recent sales initiatives and adjust strategies as needed.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that the finance manager is immediately informed of any new correspondence, facilitating timely responses and maintaining effective communication channels.
When an email is opened → Notify item subscribers with a message - Alerts the finance manager when emails are opened, providing insights into engagement and helping to prioritize follow-up actions.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines contact management by automatically updating the Contacts board, ensuring that all new contacts are organized and easily accessible.
When a lead is created → Set its status to 'New Lead' - Automates the lead tracking process by setting the initial status, helping the finance manager to quickly identify and manage new potential revenue opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the 'Last interaction' date current, allowing the finance manager to monitor recent activities and maintain accurate records of client engagement.

Frequently asked questions

How can this CRM help me manage budgets for multiple sports teams?

This CRM template allows you to create separate boards for each sports team, where you can track and manage their individual budgets, expenses, and financial goals in one centralized location.

Can I track sponsorship and partnership revenues using this CRM?

Yes, you can set up custom columns to track sponsorship and partnership revenues, ensuring you have a detailed overview of all income streams for accurate financial planning.

How does this CRM assist with expense tracking for sports events?

The CRM includes dedicated boards for event management where you can log and categorize all expenses related to sports events, from venue costs to promotional activities, making it easier to monitor and control event budgets.

Can this CRM help with financial reporting and compliance for sports organizations?

Absolutely. The template has built-in workflows for generating financial reports and ensuring compliance with industry regulations, helping you maintain transparency and accountability in your financial operations.

How do I track player salaries and contract details using this CRM?

You can create detailed records for each player, including their salary, contract terms, and payment schedules, allowing you to manage payroll efficiently and stay on top of contractual obligations.

Is it possible to integrate this CRM with accounting software used in sports finance?

Yes, this CRM can be integrated with popular accounting software, facilitating seamless data transfer and synchronization, which enhances the accuracy and efficiency of your financial management processes.

How can this CRM help in managing travel and accommodation expenses for sports teams?

The template includes specific boards for tracking travel and accommodation expenses, helping you monitor spending on flights, hotels, meals, and other travel-related costs, ensuring they stay within budget.

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