Track and analyze the office equipment sales pipeline performance, focusing on opportunity creation, pipeline value, win rates, and deal stage progression to optimize sales effectiveness and forecast accuracy.
Report Objective
Monitor weekly changes in the office equipment sales pipeline, including new opportunity creation, pipeline value trends, and conversion rates across stages. Identify areas for pipeline optimization and sales process improvement.
Pipeline Health & Growth
Line chart showing weekly pipeline value and new opportunities
Questions to Consider:
How is the total pipeline value trending week-over-week?
Are we maintaining healthy levels of new opportunity creation?
What is the current win rate trend and how does it compare to targets?
What is the week-over-week change in total pipeline value?
Are we maintaining enough pipeline coverage for our targets?
How does the current pipeline compare to historical averages?
How is our win rate trending over time?
Is new opportunity creation pace sufficient?
What is driving changes in conversion rates?
Deal Stage Analysis
Bar chart showing current distribution of deals across stages
Questions to Consider:
How are deals distributed across different pipeline stages?
Are there any bottlenecks in specific stages?
What is the value concentration at each stage?
Where are potential bottlenecks in the pipeline?
Is the stage distribution aligned with sales cycle expectations?
Which stages need additional focus or resources?
Sales Team Performance
Bar chart comparing sales rep pipeline metrics
Questions to Consider:
How balanced is the opportunity distribution across the team?
Which reps have the highest value opportunities?
Are there best practices that can be shared across the team?