Pipeline

Coverage, velocity, and follow-through this quarter. Sample data.

Pipeline
$6MUp +21.7%
22 open, $820K won
Meetings today
5
Halcyon Freight, Umbra Security and more
Lost this quarter
15Down −50%
$1.4M in deal value
Win rate
70%Down −20.8%
35 won, 15 lost
x
At risk
6
$1.4M slipping, 6 of 24 accounts
x
Overdue follow-ups
3
3 of 8 open tasks past due
x
Created vs closed
Deals per period, sample data
  • Created
  • Closed
Days to close
Typical, slow, and stalled deals
  • Typical
  • Slow
  • Stalled