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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

Sales Pipeline: Dashboard