Monitor your team’s progress and drive sales by using a CRM with built-in sales pipeline reports.
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A sales pipeline is a systematic approach to sales that splits the sales funnel into different sales stages. Sales success can be measured using a sales pipeline with these four key metrics:
The number of deals in your pipeline
Average size and value of the deals in your pipeline
The close ratio, or percentage of deals won
Sales velocity, the average time it takes to win a deal
Visualize your pipeline and power your sales cycle with real-time insights. The best sales pipeline reports make it easier than ever to get a 360-degree view of all your sales pipeline stages, sales activities and opportunities.
Know how many calls and emails your team is sending each day, so you can monitor sales team performance and identify any vulnerabilities.
Stand further back and catch any issues with your sales KPIs in weekly reports. Encourage healthy competition and give reps insights in team meetings.
Reveal the long-term trends and have data-led conversations with teams and sales leaders. Learn the state of your funnel, conversion rate and overall team performance.
Monitor the number of deals in your pipeline, how many you’re closing and how long it usually takes. With visual reports, you’ll know which sales activities are working for you and which aren’t.
Get a quick measure of your close rate to understand which activities, reps and teams are enjoying the most success. Tailor your approach for other opportunities.
See how well your team is performing, how much revenue they’ve generated and where each deal is in your pipeline.
Motivate your sales reps with snapshots showing how their daily actions bring the team closer to their goals.
Monitor your reps’ personal progress, including overall performance, win rate, average deal size and distance to quotas.
Create a complete view of the sales organization, setting monthly and quarterly performance against forecasting predictions.
Discover predicted sales revenue, gaps in your sales process and when your pipeline needs refreshing with new leads.
Fuel transparency and hold reps accountable for meeting targets from anywhere – ideal for remote teams!
Transform new leads into paying customers. Easily identify where each prospect is in the sales cycle and how you can best nurture them towards the next stage of the pipeline.
Analyze reports to gauge what types of deals convert the most and create a list of qualifying attributes.
Set up a meeting through Pipedrive’s Scheduler and present newly-qualified leads with the best solution.
Send detailed quotes outlining the deliverables, cost and more about the project.
Create contracts with Pipedrive Smart Docs and automate onboarding emails after the deal’s closed.
North Carolina-based social media consulting company Social Burro Inc. needed to organize and simplify its sales process.
Using Pipedrive’s easy pipeline customization options, Social Burro Inc. created a sales pipeline with an intuitive, real-time view into the state of its deals.
“We’re set to triple our revenue and truthfully I could not manage that without Pipedrive.”
Read the case study
Analyze the health of your pipeline, from a broad team overview to granular sales rep insights.
Enjoy drag-and-drop features and create a reporting dashboard to suit your unique business processes.
Filter your CRM data, so you and your team can pinpoint the right information at the right time.
Set detailed targets and assign them to reps, then track their progress in your dashboard.
Gather insights from calls, emails, events and more to identify the winning strategies.
Create, edit and share beautiful reports quickly – without the hassle of spreadsheets.