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Sales Pipeline Cockpit

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In your Pipeline / Opportunities (expert) dashboard, you will be able to analyze the following KPIs:

Nb of Open Opportunities Total number of open opportunities
Pipeline Value Total opportunity amount (for open opportunities)
Weighted Pipeline Value Total opportunity amount weigthed by probability (for open opportunities)
Sales Cycle Average duration (in days) between Created and Closed Date
Total Sales Value Total amount for won opportunities
Won/Lost Rate Share of won opportunities (on total closed opportunities)
Conversion Rate Won volume on total closed opportunity volume
Nb of Opportunities Total number of opportunities
Nb of Closed Opportunities Total number of closed opportunities
Nb of Won Opportunities Total number of won opportunities
Nb of Lost Opportunities Total number of lost opportunities
Total Closed Opportunities Amount Total amount of lost opportunities
Avg Deal Size (won) Average amount of won opportunities
Avg Opportunity Size Average opportunity amount
Nb of Accounts Number of accounts having opportunities
Nb of Owners Number of opportunity owners
Nb of Opp. per Account Average Number of opportunities per Account
Nb of Opp. per Owner Average Number of opportunities per Owner
Nb of New Accounts Number of New accounts (first time opportunity over the period)
Avg Probability Average probability ratio
Total Opp. Amount Total opportunity amount (for all opportunities)
Sales Velocity Sales velocity is a measurement of how fast you are making money (you are bringing in roughly that much revenue each day): [Nb of Open Opp.] * [Avg Deal Size] * [Win Rate] / [Sales Cycle]
Nb of Open Opp. * Avg Deal Size Nb of Open Opportunities * Avg Deal Size (won)
Nb of Open Opp. * Avg Deal Size * Win Rate Nb of Open Opportunities * Avg Deal Size (won) * Win Rate
Sales Cycle (won) Average duration (in days) between Created and Closed Date for Won Opportunities
Sales Cycle (lost) Average duration (in days) between Created and Closed Date for Lost Opportunities
(+ any KPI you want to add to your Pipeline / Opportunities (expert) dashboard)

Other DataViz in "Pipeline / Opportunities (expert)" Pack

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Pipeline / Opportunities (expert) Home

Get a Home Page for your Pipeline / Opportunities (expert) dashboard

Cockpit

Sales Pipeline Cockpit

This cockpit provides insightful information on your Sales Pipeline (Weighted Pipeline, Open Opportunities...): What is the size of our Sales Pipeline? What was our ability to convert opportunities? What is the size of our Sales Pipeline: Overdue, Short, Mid and Long Term? Which opportunities do we have in our Sales Pipeline?

Sales Pipeline Analysis

This dashboard page provides you with insightful information on your Sales Pipeline KPIs at the level of detail of your choice: How is our Sales Pipeline composed?

Conversion Analysis

Get a better understanding of the drivers behind conversions: Which opportunities do we win the most? Which opportunities do we convert the most? Which factors drive our ability to convert opportunities?

Sales Pipeline Review

Support your weekly/monthly sales reviews with tangible facts & figures: Which achievements have been done over the last period? Where to focus on following period?