Overview:
Regularly reviewing pipeline metrics—stage conversion rates, average time in stage, and deal velocity—helps you identify bottlenecks and improve your sales process.
Steps:
Go to Reports → Pipeline Analytics or Dashboard → Pipeline Overview.
Select the pipeline you wish to analyze.
Review metrics such as:
Stage Conversion Rate: % of deals moving from one stage to the next
Average Days in Stage: time deals spend at each stage
Deal Velocity: overall time from first stage to close
Drill into underperforming stages to uncover issues (e.g., too long in “Proposal”).
Adjust stage definitions, add training, or refine workflows based on insights.
Tips & Best Practices:
Set a regular cadence (weekly/monthly) to review pipeline health.
Compare pipelines (e.g., by product) to spot best practices.
Use alerts for stages where deals linger beyond your target time.
Troubleshooting / FAQs:
Q: My pipeline report is empty.
A: Verify you’ve selected the correct pipeline and date range.
Q: Metrics seem off after changing stages.
A: Historical data remains under old stage names—run reports before and after changes separately.