Product
Pipeline Analytics

All-in-One Pipeline Performance Dashboard

Track key metrics, booking trends, and win rates with detailed and high-level views of your pipeline's historical and projected performance. Leverage dynamic pipeline tracking and in-depth progression analytics across different stages and quarters.

Optimize Performance to Maximize Pipeline Potential

Leverage detailed metrics and dynamic tracking to stay ahead of your pipeline's performance and confidently make data-driven decisions.
Custom Pipeline Performance View
Gain comprehensive insights into your pipeline's performance, and view and assess key metrics from multiple perspectives while easily filtering data by various dimensions and time horizons to focus on what matters most to you. Customize your experience by selecting only the charts you want to see, ensuring your dashboard perfectly aligns with your unique needs.
Booking and Win Rate Trends
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.
Dynamic Pipeline Tracking
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.
In-Depth Pipeline Progression Analysis
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.
Historical and Projected Push and Pull rates
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.

Comprehensive Insights & Forecasts to Maximize Your Pipeline Mojo

Drive growth by turning your pipeline data into action and results—because your pipeline deserves more than just a glance.

Adjust your marketing mix with the
full-funnel in mind

Easily gain insight, beyond first or last touch, with built-in advanced Markov Chain modeling, so you can adjust your campaigns, channel or lead source mix to optimize your marketing results each quarter and year.

Learn Which Channels are Highest Converting through the Funnel

Understand which channels have the highest conversion rates at each stage of the funnel, from lead to closed won.

Maximize campaign ROI
Deep-Dive into each Channel

Focus on one channel to understand its composition and which demographics it’s performing the best with.

Uncover the tactics that generate pipeline
Understand the Common Paths Buyer’s Take

Craft your campaigns based on the most effective conversion paths from previous buyers, based on conversion to pipeline.

Improve marketing spend efficiency
See Lead Journey’s by Buying Stage

Map the touchpoints to buying stages for each lead, understanding which efforts resulted in the highest engagement and contribution to pipeline.

Analyze marketing attribution
Learn which channels are highest converting through the funnel

Understand which channels have the highest contribution towards conversion at each stage of the funnel.

Deep-dive into each channel

Focus on one channel to understand its composition and which demographics it’s performing the best with.

Understand the common paths buyer’s take

Craft your campaigns based on the most effective conversion paths from previous buyers, based on conversion to pipeline.

See lead journey’s by buying stage

Map the touchpoints to buying stages for each lead, understanding which efforts resulted in the highest engagement and contribution to pipeline.

Optimize the next best action

Use attribution and conversion paths to optimize the next best action for a cohort of leads, in order to increase their likelihood to continue converting.

AI lead recommendationsmarketing campaign analysis

No more random acts of marketing.

Pipeline & Revenue Predictions, Attribution and Funnel Intelligence in one place.