Pipeline Analytics

The Analytics tab provides insights into your pipeline performance, helping you identify bottlenecks and forecast revenue.

Accessing analytics

1. Go to Pipeline view
2. Click the Analytics tab at the top

Key metrics

Total pipeline value

The sum of all open deals across your pipeline. This shows your potential revenue if all deals close.

Deals by stage

See how many deals are in each stage. A healthy pipeline should have more deals in early stages than late stages.

Conversion rates

Track the percentage of deals moving from one stage to the next. Low conversion between specific stages indicates a bottleneck.

Example:

• New Lead → Qualified: 60%
• Qualified → Proposal: 45%
• Proposal → Won: 30%

Average time in stage

How long deals typically spend in each stage. Use this to:

• Set realistic expectations for sales cycle length
• Identify stages where deals get stuck
• Configure rotting thresholds appropriately

Filtering analytics

Date range

Filter analytics by time period to see:

• This week's performance
• Month-over-month trends
• Quarterly comparisons

By pipeline

If you have multiple pipelines, select a specific one to view its analytics separately.

Using analytics effectively

Weekly review

Check your analytics weekly to:

• Spot deals stuck in stages
• Identify conversion rate changes
• Forecast upcoming closes

Identify bottlenecks

If a stage has:

• High deal count - Deals are getting stuck
• Low conversion rate - Something is causing drop-off
• Long average time - Process may need improvement

Investigate why and adjust your approach.

Forecast revenue

Use total pipeline value and stage conversion rates to estimate:

• How much revenue to expect this month
• Which deals are most likely to close
• Where to focus your team's efforts