Managing your pipeline projections is easier with the Pipeline Planner in Revlitix. It helps you model funnel scenarios, plan forward-looking metrics, and compare multiple data sources or stages in one view.|
Follow these steps to set it up:
Step 1: Access the Planner
Go to the Pipeline section in your Revlitix dashboard.
Click on the Planner tab.
Click New Planner to begin setup.
Step 2: Name Your Planner
Enter a relevant Planner Name to easily identify your plan.
Step 3: Define Pipeline Scope
Choose whether you want:
An overall pipeline view, or
A view based on common fields (like territory, campaign, or lead source).
Step 4: Map Channel and Object
Select the channel you want to map (e.g., Salesforce, HubSpot).
Choose the object from which metrics will be pulled.
Select the column for populating the data.
Optional:
If you want to include values from other channels or objects, click Add More in the mapping section.
Select the eligible common values from the dropdown to gather the funnel data
Step 5: Funnel Mapping
Choose the funnels you want to visualize in your plan.
Define the relationship between funnels using formulas and compatible data types.
Click Add Stage to include more funnel stages.
Step 6: Add Manual Funnel Stages (If Needed)
For dynamic inputs like daily budget, choose Manual Funnel Stage under Type of Metric.
Set a manual value as required.
Step 7: Upload Data (Optional)
Click Upload CSV if you want to bring in custom data for the manual funnel stage value.
Use the sample template to format your file correctly.
Step 8: Set Metric Preferences
Select the Data Type (Number, Currency, Percentage).
Choose whether to enable a trend line.
Use dropdowns to select applicable values for each metric.
Step 9: Save and Forecast
Click Save to complete your planner setup.
You’ll see a confirmation that your Planner is Created.
To view forecasts:
Double-click the forecast section.
Enter a value to instantly see projections.
By following these steps, you can build customized, multi-source pipeline planners and get clear visibility into your forward-looking metrics—all in one place.