Sales Pipeline Report

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As a sales manager, it’s important to understand what’s happening in your sales pipeline. A sales pipeline report is the best tool for that. It measures the total value of your sales pipeline, shows you the opportunities in every stages, the salesrep responsible for them and their closing date.

SKU: 2304270621 Categories: , Included in License Cost: Basic, Standard, Premium, Paid implementationsTechnologies: Sharpspring
What this solution gives you:
  • A custom sales report that show you:
  • All opportunities across all sales pipelines
  • A filter that will allow you to see the total values of all open opportunities in different stages in different pipelines, and per salesperson
  • A filter to see the total value of all won opportunities in different pipelines and per salesperson
  • A filter to see the total value of all opportunities based on closed date

sales pipeline report

Key Benefits:
  • It measures the value of each stages in your pipeline and the total value of your pipeline
  • It gives you insight into important sales metrics like the quantity and size of opportunities, closing rate, opportunities assigned per salesperson.
  • It allows you track all opportunities in your sales pipelines and check if you are meeting your sales targets.

 

How to access this solution:
  • We discuss your sales process with you to determine the different steps and activities involved.
  • We send you a SLA document which you need to review and approve.
  • We build the solution and deliver to you.
Cost to implement:
  • A number of reports are included. Please refer to the pricing page

 

Sheryll Chua

About the Author

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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