Track and analyze the sales pipeline health, focusing on opportunity progression, conversion rates, and overall pipeline value to support revenue forecasting and identify areas for sales optimization.
Report Objective
Monitor and analyze weekly changes in sales pipeline health metrics including total pipeline value, win rates, and stage progression to identify trends, risks, and opportunities for improving sales effectiveness and revenue predictability.
Pipeline Value and Win Rate Trends
Line chart showing weekly pipeline value and win rate trends
Questions to Consider:
How is the total pipeline value trending week-over-week?
Are there any concerning changes in win rates?
What is driving changes in pipeline value or win rates?
How does current pipeline coverage align with revenue targets?
What is the week-over-week change in total pipeline value?
How does the current pipeline compare to the same period last quarter?
Is the pipeline value sufficient to meet quarterly targets?
Are win rates showing any concerning trends?
How do current win rates compare to historical benchmarks?
What factors might be influencing win rate changes?
Opportunity Stage Distribution
Bar chart showing opportunity distribution across stages
Questions to Consider:
How healthy is the distribution of opportunities across stages?
Are there any concerning bottlenecks in specific stages?
How do stage-to-stage conversion rates compare to benchmarks?
What is the velocity of opportunities through each stage?
Are there any concerning imbalances in the pipeline?
Which stages show the highest concentration of opportunities?
How does the current distribution compare to ideal ratios?
Which stages show the highest drop-off rates?
Are there any stages showing unusual conversion patterns?
How do conversion rates compare to historical benchmarks?
Deal Size Analysis
Histogram of deal sizes with trend analysis
Questions to Consider:
How is average deal size trending?
Are there enough large deals in the pipeline?
What is the mix of deal sizes across stages?
How do deal sizes correlate with win rates?
How is average deal size trending week-over-week?
Are there enough large deals to meet revenue targets?