Marketplace/Templates/Pipeline Waterfall
Pipeline Waterfall

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.
SFDC connector
To begin using this Template, simply click the button.