Pipeline Tile

The Pipeline Dashboard is your central hub for tracking sales, forecasting revenue, and guiding your next steps. With a clear overview and actionable insights, you’ll always know where your pipeline stands and what to focus on next.

What Can You Do Here?

See Total Revenue: Instantly view the current value of your pipeline.
Forecast Closures: Find out what deals are expected to close this week or month.
Track Performance: Compare your team’s results to previous months.
Monitor Deal Progress: Check how long deals stay in each stage and what’s being done to move them forward.

Key Features
1. Pipeline Overview

The headline shows your pipeline’s total revenue at a glance.
Managers and executives can switch views to see individual team members’ pipelines using the Users option in the top-right.

2. Expected Closures

Use the Active Deals dropdown to filter for deals expected to close this month.
Quickly assess which deals are likely to close and which may need extra attention.
Select a stage to see all deals currently in that stage.

3. Performance Stats

Review stats below the overview to measure current performance against past months.
Track how quickly deals are closing and whether your team is meeting revenue goals.
Use these numbers to spot trends and adjust your strategy.

Tip! Use the filter option to select by Pipeline, Active deals, Expected to close deals, and also choose a time frame.

4. Deal Stage Insights

Hover over each stage to see:
- Average days deals spend in that stage
- Average number of activities created
- Average number of calendar tasks scheduled
These insights help you identify bottlenecks and opportunities for improvement.

If you have any questions or run into any trouble, reach out to our support team at [email protected].

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Pipeline Tile

What Can You Do Here?