Pipeline Stage Progression

Track how well opportunities progress through pipeline stages.

Business questions

This template addresses the following:

What percentage of pipeline progresses from each stage?
How is progression rate changing over time?
Are there certain segments or sources of opportunity that are more likely to progress through the pipeline?
How well doees pipeline move through funnel stages?

Included Metrics (2)

Pipeline Stage Progression Rate

The percentage of amount of opportunities that proceeded from each sales funnel stage to more advanced stages during the period, broken down by stage.

Pipeline Stage Progression Rate By Cohort

The percentage of amount of opportunities that entered each stage of the sales funnel during the period and proceeded to more advanced stages at any time.

Template description

The Pipeline Stage Progression template offers a comprehensive analysis of the amount of opportunities that advances through various stages of the sales funnel. By tracking the rate of progression from one stage to the next, this template provides valuable insights into the efficiency of your sales process and the effectiveness of your conversion strategies. With real-time visibility into progression rates, you can pinpoint areas for improvement, optimize your sales pipeline, enhance the accuracy of your forecasts for future periods, and accelerate revenue generation.

Tags:

Sales

Forecasting

Sales Analytics

Sales Coaching

Sales Performance

SalesOps