Marketplace/Templates/Pipeline Analysis
Pipeline Analysis

Streamline pipeline management and gain predictability into booking.

Business questions

  • 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?
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.
Pipeline Management
SFDC connector
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