Note: Pipeline today report is available for Enterprise Plan users.
How do you start your Mondays? What if you would start it with coffee and sales pipeline review? Select a particular sales process for a certain period of time ahead of this date.
Given graph presents circles as your active deals. The higher the circle is, the higher value it possesses. The bigger the circle, the more actions were conducted with given deal. If the circle is green – it is low risk. If the circle is red – it is high risk. The risk is assessed according to the deal’s delay in a certain sales pipeline stages.
For the best results, it is important to manage deals effectively and, keeping in mind the estimated sales value, work towards closure of low-value risky deals as soon as possible in order to spend more time on the most valuable sales opportunities. For example: If you see a big red circle, which is positioned quite low – it means sale should be closed immediately.
In the meantime, you should concentrate on the higher positioned green circles. It is worth paying attention to the timing of circles - they should be scattered across the graph, in order to spread deal closure dates across several days. This Insight will help you to work in a more targeted way and achieve better sales results by saving time.
In order to find the most relevant information at the time given- use the filters!
- Select the time range:
- Personalize your search by the "tag", "employee" or particular "sales pipeline".