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.

 

Date Account OpenedCustomer_Sales_Pipeline_Overview

 

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

Sales Pipeline: Dashboard

Sales Pipeline: Dashboard

 

Keywords: Sales Pipeline