Customer: Sales Pipeline Overview |
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Sales Pipeline Overview
A sales pipeline is a structured approach to managing sales, outlining the key steps from initial contact with a potential customer to closing the deal. It tracks the journey from a prospect to a lead, then to a sales opportunity, and finally to a closed deal—either won or lost.
Setting Up Your Sales Pipeline
1.Navigate to Company > Extra > Table Maintenance.
2.Select the Customer tab.
3.Click the Sales Pipeline button to configure your pipeline stages.
➢Data Source: Sales pipeline data is automatically pulled from Customer > Conversations.
To get an overview of the sales pipeline go to Customer > Extra > Sales Pipeline Overview
Days before pipeline column: Days between Account opened and the first contact
Key Metrics in Sales Pipeline Overview:
•Days before pipeline → Time between account creation and the first contact.
•Customers in pipeline → Total number of active prospects.
•Won → Number of successful deals.
•Lost → Number of deals that didn’t close.
•Win % → Percentage of deals successfully closed.
•New prospects this month → Count of first sales contacts made this month.
•Avg. time to close (days) → The average time a deal spends in the pipeline before closing.
Pipeline Grid: Customers per Stage
•Displays only the latest conversation per customer.
Sales Conversation Analysis:
In Process Column:
•Includes all active conversations (except won/lost deals).
•Example:
•1 customer with 2 conversations → In Process count = 2
•2 customers with 5 conversations → In Process count = 5
Won Column:
•Independent of In Process count.
•The highest number represents total clients who completed a purchase.
Example:
Demo given → Won 2 → This means that 2 customers purchased after receiving a demo.
Additional Sales Pipeline Insights
•Total deals in pipeline (#).
•Average deal size ($).
•Lead-to-customer conversion ratio (%).
•Sales velocity → Average number of days before deals are won.
Sales Pipeline - Dashboard
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Sales Pipeline: Dashboard