Manage your weekly opportunity changes.

Business questions

What were the changes in the pipeline this week?
How many opportunities were changed (created, pulled-in, slipped) this week?
Are there any opportunities that are stuck in the pipeline?
what are the accounts that are up for renewal?

Use this template when you want to track your opportunities and deals on a weekly basis. The Opportunity Management template equips you with the tools to meticulously track your opportunities over the course of each week in the quarter. It allows you to monitor the progress of individual opportunities, identify setbacks and slippages, and helps you make sure you are on track. This tool is invaluable for maintaining a clear and comprehensive view of your sales pipeline's dynamics and performance for the quarter.

Included Metrics (4)

Accounts up for renewal

Accounts whose last active contract is set to expire during the period.

Pipeline waterfall quarterly

Overview of the historical development of pipeline opportunities with close date in the period.

Pulled in pipeline quarterly

The amount of pipeline opportunities that were pulled in, their close date changed to within the period.

Slipped pipeline quarterly

The amount of pipeline opportunities that slipped out of the quarter.

Included Metrics (4)

Accounts up for renewal

Accounts whose last active contract is set to expire during the period.

Pipeline waterfall quarterly

Overview of the historical development of pipeline opportunities with close date in the period.

Pulled in pipeline quarterly

The amount of pipeline opportunities that were pulled in, their close date changed to within the period.

Slipped pipeline quarterly

The amount of pipeline opportunities that slipped out of the quarter.

Tags:

Sales

Forecasting

SalesOps

Opportunity Management

Manage your weekly opportunity changes.

Connections