Track and analyze your pipeline throughout the quarter.

Business questions

How did the pipeline evolve over the course of the quarter?
How many open opportunities are still present in the pipeline with a closing date within this quarter?
How many opportunities slipped?

This template empowers you to effectively track and analyze the evolution of your pipeline throughout the quarter. Discover the number of new opportunities added, track changes in their value, and identify opportunities that have slipped, been lost, or won. By leveraging this information, you can assess the current number of open opportunities with a close date within the quarter, and gain meaningful insight regarding your sales processes.

Included Metrics (4)

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.

Pipeline waterfall quarterly

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

Slipped pipeline QTD (historical comparison)

A historical comparison of opportunities with close date in the quarter that slipped out of the quarter.

Included Metrics (4)

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.

Pipeline waterfall quarterly

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

Slipped pipeline QTD (historical comparison)

A historical comparison of opportunities with close date in the quarter that slipped out of the quarter.

Tags:

Sales

Forecasting

SalesOps

Pipeline Waterfall

Track and analyze your pipeline throughout the quarter.

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