Pipeline CRM Deals Analysis Dashboard

Track details of your entire sales pipeline, revenue by deal source, qualified leads, deal win rate, and more.

This Pipeline Deals Analysis Dashboard provides a detailed breakdown of key data sets from a Pipeline CRM integration. With this dashboard, we can answer the following questions:

How many deals are open, won, or lost?

What is our deal conversion rate?

What is the composition of our sales pipeline by status and value?

How many days do deals remain in each stage?

Track Sales Pipeline Progress

This dashboard visualizes a wide collection of data points, metrics, and KPIs from a Pipeline CRM integration to help sales managers stay knowledgeable of their team’s success and progress.

The Date filter lets managers view any range of data in the dashboard, whether they want to investigate a previous time frame or only view the current week’s data. The picker helpfully provides built-in options for the previous 7, 15, or 30 days, and a custom option for selecting any set of dates. On making a choice, the widgets throughout the dashboard refresh to only visualize the relevant information.

Several visualizations in this Pipeline deals dashboard help sales managers perform one of their primary roles, which is to ensure their team has a healthy pipeline of leads to work with. The Sales Pipeline funnel chart shows the percentage of deals in each stage of the sales process, from a request for more info to won or lost.

The sales pipeline is further broken down in the Pipeline Value widget, which is composed of a list of cards that show the value of deals in each stage. The Deals by Deal Status provides a doughnut chart that simplifies the sales pipeline to just three states: go, unset, and stopped.

See the big picture in Pipeline CRM Data

For instant insight into the status and success of their teams, sales leads can use several cards that provide high-level metrics. The Deals card shows the number of deals open, won, and lost. The Sales Activities card shows the total number of activities logged in Pipeline CRM for all leads. The Deal Age card shows the average number of days that elapse between when a deal is created and when it is closed.

The Win/Loss Ratio card, Win Rate radial gauge, and Deal Conversion Rate gauge all provide important information about the success of the sales team in the context of deal wins alone. Monitoring the metrics over time allows sales team leaders to set benchmarks and goals for their team, which are essential to maintaining and expanding sales achievements.

Another helpful overview widget in this Pipeline dashboard is the Sales Velocity by Month line chart, which provides a look at the sales team’s ability to close deals over the past 6 months. When the previously mentioned metrics are all heading in a positive direction, the sales velocity is higher. The chart makes the recent sales trend easy to understand and shows sales managers when interventions may be needed.

Analyze lead sources and quantity

Sales managers can investigate the sources of their leads in the Revenue by Deal Source column chart, which breaks down lead sources by referral, website, trade show, cold call, and import categories. This insight can be used to focus sales campaigns on the source that produce the highest revenue, or attempt to improve sales strategies in lower-performing sources.

Like the Sales Pipeline funnel chart, the Qualified Leads by Month spline chart helps leaders understand whether their sales pipeline is healthy or lacking. The shape of the spline shows the overall trend, while the individual data points show the precise number of qualified leads collected for the month.

Low-level details for deeper insight

The Deals Summary data grid widget provides a comprehensive, well-organized look at the in-depth details of each deal logged in the Pipeline CRM. Managers can consult this grid to find what company is the target of a deal, how much the deal is worth, the current stage of the deal, the probability that the deal will be won, and more. This data can be sorted and organized by columns as needed so that sales managers can get the information they need, fast.