Pipeline Stages

Pipeline Stages

This dashboard shows your win rate, average sales cycle length, and stage conversion rates for potentials closed in the selected period. This provides additional visibility into how potentials are moving through your pipeline toward becoming Closed Won deals.

What is displayed in this dashboard depends on the settings of Pipeline Configuration where the definition of potential stages as well as the treatment of how the Overdue and Old CRM records are defined. For details, refer to Pipeline Configuration.

The Win Rate at the top of the page is calculated based on the following equation:
Win Rate = Closed Won / (Closed Won + Closed Lost + Overdue record + Old record)

To boost performance, identify any bottlenecks you see between the stages, then decide which sales activities to motivate in order to:

  • Increase your stage conversion rates.

   Or   

  • Reduce your stage conversion times.

In order to identify the stage where the customer is dropping out in the pipeline, you must update the stage of Deals and Potentials accordingly, based on the order defined within CRM. For more details, refer to Map Stage-Probability Values.


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