🎯 Pipeline Tracking

Monitor deal progress, track conversion rates, and optimize your sales process with comprehensive pipeline tracking.

Real-Time Pipeline Visibility

Your pipeline updates automatically as deals move through stages. No manual tracking needed!

📊 What Gets Tracked

Deal Movement

  • ✓ When leads move between stages
  • ✓ Time spent in each stage
  • ✓ Average sales cycle length
  • ✓ Velocity through pipeline

Conversion Rates

  • ✓ Stage-to-stage conversion %
  • ✓ Overall win rate
  • ✓ Loss rate by stage
  • ✓ Drop-off points

Pipeline Value

  • ✓ Total value per stage
  • ✓ Average deal size
  • ✓ Value trends over time
  • ✓ Weighted pipeline value

Deal Activity

  • ✓ Last interaction date
  • ✓ Number of touchpoints
  • ✓ Email exchanges
  • ✓ Deal age and staleness

📈 Key Pipeline Metrics

Pipeline Metrics
MetricWhat It ShowsHow to Improve
Pipeline VelocityAverage days from lead to closeFaster follow-ups, clearer process
Conversion Rate% of leads that become customersBetter qualification, stronger proposals
Stage DurationTime spent in each stageIdentify and fix bottlenecks
Win Rate% of qualified leads that closeImprove targeting and closing skills
Average Deal SizeMean value of closed dealsUpsell, target larger customers

🔍 How to View Pipeline Data

Dashboard View
See overall metrics at the top of your dashboard
Stage Columns
Each column shows count and total value
Individual Leads
Click any lead for detailed history
Analytics Page
Detailed reports and trends (coming soon)

💡 Pipeline Health Indicators

✅ Healthy Pipeline

  • • Even distribution across stages
  • • Consistent deal movement
  • • 3-4x pipeline coverage of quota
  • • Strong conversion rates (>20%)

⚠️ Warning Signs

  • • Too many deals stuck in one stage
  • • Leads aging >60 days without movement
  • • Low pipeline coverage (<2x quota)
  • • Declining conversion rates

🎯 Optimize Your Pipeline

🚀 Speed Up Sales Cycle
  • Follow up within 24 hours of each interaction
  • Set clear next steps for every deal
  • Automate routine communications
  • Identify and remove unnecessary stages
📈 Improve Conversion Rates
  • Better qualify leads before adding to pipeline
  • Personalize proposals and presentations
  • Address objections proactively
  • Use social proof and case studies
💰 Increase Deal Sizes
  • Target larger customers
  • Offer premium packages
  • Bundle products/services
  • Focus on value, not just price

🔗 Related Documentation