Overview
The Pipelines area of the Sales Dashboard gives you a bird's eye view of your sales process. Track sales performance for your producers and forecast the incoming revenue of your Sales Pipeline.
For quick and easy access to a particular chart or graph, favorite it to your Personal Dashboard. For more details on a specific stat, head over to the Sales Pipelines Board or Sales Opportunities List. Both have filters and tools for drilling down into your data.
Note: These charts and graphs pull data from Sales Pipelines. In addition, you must be assigned to a Sales Team that has access to an active Pipeline to see any data here. Learn what you need to get started with Sales Pipeline.
IN THIS ARTICLE
Pipeline Funnel
Pipeline Forecast by Stage
Top Closed Won Opportunities by Producer
Closed Won Opportunities by Month
Conversion Rates by Month
Common questions
Pipeline Funnel
A top-to-bottom breakdown of your Sales Pipeline in a funnel format. This chart shows the flow of Sales Opportunities (Opps) and potential revenue in your Pipeline. See where your Sales Team’s efforts are currently focused and identify patterns and trends in your overall sales process.
What this chart shows
- Total number of Opps in each Pipeline stage
- Total value of Opps in each Pipeline stage
Related data & settings
- Sales Opportunity (Opp) - A record type for storing the value, product and service offerings, and other important details related to a potential sale. Can be associated with Groups or Individuals. Learn more about Opps.
Pipeline Forecast by Stage
A forecast of the revenue in your Pipeline. This stacked graph shows the expected Opp value in your Pipeline for this month and the next 12 months. If you plan sales goals, check this graph to make sure you’re on track for each month.
What this graph shows
- Total Opp value for this month and the next 12 months
- Shows weighted Opp value totals if the Pipeline is using Win Probability.
- Percent of Opp value in each Pipeline stage
Related data & settings
- Win Probability - An optional Sales Pipeline setting. This graph can show weighted totals in each stage if “Win Probability” is turned on. Learn more about setting up Win Probability in Sales Pipeline.
- Opp > Value - A data field on Opp records. If an Opp doesn’t have a value, this graph will count it as having $0 value.
- Opp > Expected Close Date - A data field on Opp records. This graph counts only Opps with a date in the “Expected Close Date” field.
Top Closed Won Opportunities by Producer
A leaderboard of producers with the most sales in your Pipeline. It shows who’s ahead based on the total value of closed-won Opps. This chart can help you plan and evaluate your sales goals at a producer-level and an agency-level.
What this chart shows
- Top 5 producers based on closed-won Opp value
- Total value of closed-won Opps for this month and the previous 12 months
- A breakdown of Opp value by producer
- The number of Opps sold with the value
Related data & settings
- Opp > Value - A data field on Opp records. Once you have a good idea of the Opp value, add it to the Opp to help you forecast revenue. Otherwise, this chart will give the Opp a value of $0 by default.
Opp > Primary Producer - A data field on Opp records. Assign it to a producer by entering the name of their corresponding Agent record.
Closed Won Opportunities by Month
This graph shows a year-over-year comparison of the revenue in your Pipeline. Compare the revenue against the total Opps that were closed to measure success in your Pipeline.
What this graph shows
- Total number of closed-won Opps for each month
- Total value of closed-won Opps for each month
- Total number of closed-won Opps by producer
- Total value of closed-won Opps by producer
Related data & settings
- Opp > Closed Date - A data field on Opp records. This chart counts only closed-won Opps with a date in the “Closed Date” field.
- Opp > Value - A data field on Opp records. Once you have a good idea of the Opp value, add it to the Opp to help you forecast revenue. Otherwise, this chart will give the Opp a value of $0 by default.
Conversion Rates by Month
This chart looks at all closed Opps in your pipeline and calculates the % of count and % of number for closed-won Opps. If you have a high % of count but a low % of value, that could indicate you’re doing a lot of little sales. If you have a high % of value but a low % of count, that could indicate you have a few big sales.
What this chart shows
- Conversion rates of closed Opps by month for the current month and 12 previous months
- % of closed Opps that were won
- % of count = Total number of closed-won Opps / Total number of closed opps
- % of closed Opp value that was won
- % of value = Total value of all closed-won Opps / Total value of all closed Opps
Related data & settings
- Opp > Closed Date - A data field on Opp records. This chart counts only Opps that have a date in the “Closed Date” field.
- Opp > Value - A data field on Opp records. If an Opp doesn’t have a value, this chart will count it as having $0 value.
Common questions
Which Opps have the highest/lowest value?
Visit the Sales Pipelines Board or Sales Opportunities List to see the value of every Opp in your pipeline. Both have filters for showing opps within a specific value range.
Who Opps are assigned to?
Visit the Sales Pipelines Board or Sales Opportunities List to see who is assigned to each Opp. Both have filters for showing Opps assigned to a specific user (via Linked Agents), producer or Sales Team.
Who has the most Opps?
See the Top Closed Won Opportunities by Producer chart for a leaderboard of your top performing producers.