About the Pipeline tab
The Pipeline tab gives you a quick read on how your deals are doing. It shows your average sales cycle, win rate and revenue generated, plus two charts: Deals Overview and Deals at Risk. You can group the charts in different ways and filter them by team, deal board and date range.
Open the Pipeline tab
Go to Opportunities > Insights and click the Pipeline tab. The other tab, Win/Loss, opens by default.
Filters at the top
Use the filters to choose which deals the page covers. The page updates when you change them.
- Team member selector: shows All Team Members until you pick someone. Choose Individual to pick a team member, or Team (Manager) to see a manager's team. Use the search box to find a name.
- Add Filter: adds an extra filter on your CRM fields. Added filters show below the row. Click the X on a filter to remove it, or click Clear All Filters to remove them all.
- Deal board selector: limits the page to the deals on one of your deal boards. The box says "Search boards...". Clear it to include all deals again.
- Date range: the button shows Date: 90 days by default. Click it to pick a different range, then apply it.
Changing these filters does not change the deal board itself.
Stat cards
Three cards sit above the charts. Hover over a card for a short explanation.
- Avg. Sales Cycle: the average number of days it takes to close a deal.
- Win Rate: the percentage of closed deals that were won.
- Revenue Generated: the total amount of deals won, in your company currency.
Group the charts
Use the controls above the cards to change how the charts look.
Group By decides how deals are grouped:
- Created Date: groups deals by the date they were created. This is the default.
- Stage: groups deals by their CRM stage.
- Deal Pulse: groups deals by their Deal Pulse rating.
- Owner: groups deals by deal owner.
Timeline appears only when you group by Created Date. Choose Daily, Weekly, Monthly or Quarterly to change how the chart is split over time.
Amount and Count switch between the total deal value and the number of deals.
When you change Group By, the Timeline goes back to Daily and the view goes back to Amount.
Deals Overview
Deals Overview shows the deals in each group. Hover over a bar to see the group name and a "Deals" number.
When you group by Deal Pulse, the chart shows how many deals fall in each rating: Extremely Bad, Poor, Okay, Good and Excellent.
Deals at Risk
Deals at Risk shows the deals flagged as at risk, grouped the same way as Deals Overview. Hover over a bar to see "Deals at Risk" for that group.
This chart is hidden when you group by Deal Pulse.
Hope this article was helpful. For any queries, please write to support@outdoo.ai