Pipeline Overview

Streamline pipeline management and gain predictability into booking.

Business questions

This template addresses the following:

How have our pipeline and bookings evolved over the quarter?
Do we maintain a consistent pipeline factory across regions and products?
What is our most effective lead source?
How many opportunities are slipping, and how does that compare to previous quarters?
Which sales teams have an effective, and predictable, playbook?

Included Metrics (2)

Bookings and Pipeline

Combining bookings quarter to date with open pipeline opportunities for the quarter.

Pipeline Creation

The value of new pipeline opportunities created during the period .

Template description

This template empowers you to effectively streamline pipeline management, identify leakage, build a pipeline creation factory, and gain predictability into booking. Track and analyze the evolution of your pipeline throughout the quarter in order to adjust your sales resources and ensure you are on track to meet your goals for the quarter. Break down and filter the data by team, lead source, region, product category, customer segment, and deal size to sketch a winning playbook for your sales team.

Tags:

Sales

Pipeline Management

Forecasting

SalesOps