sightfull

Pipeline Overview

Streamline pipeline management and gain predictability into booking.

Business questions

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

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

How it works

Select
01
Pick a catalog template
Connect
02
Connect the data source
Customize
03
Approve your template
Access
04
Dive into live analytics

Sightfull is your automated GTM analytics platform.

Low touch, quick deployment paired with automation ensures fast results across any interface of your choice.