All-in-One Pipeline Performance Dashboard

Experience a holistic view of your pipeline’s performance with our Booking and Win Rate Trends. Track past, current, and projected booking and win rates for each quarter, while also gaining insight into the conversion rate of your walk-in pipeline to bookings. These metrics will help you understand pipeline successes and make data-driven decisions.

Keep a close eye on your pipeline progress with our Pipeline Movements and Snapshot feature. You can track transitions of opportunities by seeing how many you started with, how many you added, how many got pushed and pulled, and the currently active number for any selected quarter giving you a clear picture of your pipeline flow. Meanwhile, Pipeline Snapshot offers a point-in-time view of your pipeline at the end of each quarter, along with projections for future quarters.

Our solution combines Pipeline Stage to Stage Progression, Progression to Specific Stages, and the trend of Progression all in one view. Track the movement of opportunities through different stages of your pipeline, with detailed insights into how they advance over selected periods.

Understand what amount of opportunities are getting pushed out of a quarter, and how many are pulled into one with our insightful Push and Pull trends widgets. Get AI-driven projected push and pull values which helps you better plan your sales cycles and strategies. These widgets allow you to understand how many opportunities changed closing dates during, and before the quarter started.