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Sales pipeline by stage

How much is really going to close this quarter, and where does it stall?

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Sales pipeline by stage

Example report, invented data
OverviewBy repStalled deals
Open pipeline
€564K
Weighted forecast
€259K
Avg deal age
23.2 days

Deals by stage

Average days per stage

Deals by age in stage

Pipeline detail

DealStageValueDays open
Meridian GroupNegotiation34,86016
Aurea RetailProposal15,35510
Blackwood LogisticsQualified7,6365
Ferro HoldingsNegotiation50,63022
01 / THE QUESTION

What it helps you decide

  • Deal count and value at each stage
  • Where deals stall longest before moving on
  • Win rate by stage and by rep
  • Expected value of the pipeline this quarter
02 / THE INPUTS

What would feed it

  • CRM export
  • Proposal tracker
  • Calendar and meeting log
03 / THE FIT

Who it could help

  • B2B teams with a multi-stage sales process
  • Firms that want to see where deals stall
  • Sales leaders forecasting the quarter
BUILT AROUND YOUR BUSINESS

Your report would start with your decision.

These invented examples show possibilities. Your data model, measures and workflow would be scoped together.