The Pipeline analysis is an important tool for salespeople who are continuously working towards optimizing their sales processes.

This tool provides you with an overview of your opportunities and the reason for winning or losing them.

The analysis is divided into 6 sections in form or tabs.

Each tab contains different types of data and the contents of these tabs depend on what filters you have used to retrieve the information you are looking for.

You can check if you have achieve your budget, which new opportunities are created during what period, opportunities you have won/lost etc.

General

Here you can check all your averages. You can also view data such as reasons for your won opportunities, the user who has won the most opportunities, the most common reason you lose your opportunities etc.

Budget

In this tab you can view the outcome budget per month and in total.

New opportunities

Here you see which new opportunities have been created during the selected period.

Won opportunities

Here you can view a summary of the won opportunities during the selected period - value, the reason you won it, etc.

Lost opportunities

Just like with won opportunities, this is where you view the summary of lost opportunities - value, the reason you lost it etc.

Responsible

Here you can compare how sales are going for each user - how to maintain a budget, etc.