📋Pipeline

Overview

The Pipeline Analytics in ClosingDealz provides a detailed breakdown of your sales funnel, tracking deal progress, conversion rates, and the efficiency of your sales process. By analyzing how deals move through different stages, you gain actionable insights to improve deal progression, optimize conversions, and forecast revenue more accurately.

With stage-by-stage tracking, conversion rates, and time-based metrics, the pipeline analytics ensure your sales process remains transparent and measurable.

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Key Features

• Stage-Based Tracking – Monitor deals as they progress through the pipeline.

• Conversion Rates – Understand how efficiently deals transition between stages.

• Average Time to Advance – Measure how long deals spend in each stage.

• Sales Velocity – Calculate the speed of deal closures relative to deal value and close rate.

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Funnel Calculations & Rules

The pipeline analytics follow specific rules to ensure accurate calculations and meaningful insights:

1. Skipped Stages

• Deals that bypass certain stages are excluded from the funnel metrics for those skipped stages.

• This ensures that conversion rates remain stage-specific and are not influenced by outlier deals.

2. Backward Movement

• If a deal moves backward in the pipeline (e.g., from Proposal back to Qualified), the previously recorded forward progress is not considered in the funnel metrics.

• This maintains accuracy in conversion tracking without inflating progress.

3. Conversion Rates

• Calculated based only on deals that moved directly from one stage to the next.

• This ensures realistic conversion tracking, reflecting how deals naturally progress through the pipeline.

4. Average Time to Advance

• Measures the average duration a deal spends in a stage before advancing to another stage.

• Deals that remain in the stage during the selected period are excluded from the calculation.

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Metrics & How They Are Calculated

Metric	Description	How It's Calculated
Close Rate	The percentage of deals that were successfully closed out of all deals that reached a final outcome (closed or lost).	(Number of Closed Deals ÷ (Closed Deals + Lost Deals)) × 100
Average Time to Close	The average time it takes to close a deal, measured from the deal's creation to when it is marked as closed.	(Total Time Taken for All Closed Deals ÷ Number of Closed Deals)
Average Value Per Closed Deal	The average revenue generated from each closed deal.	(Total Value of Closed Deals ÷ Number of Closed Deals)
Sales Velocity	Measures how quickly revenue is generated based on the number of closed deals, their average value, and how long they take to close.	(Number of Closed Deals × Average Deal Value × Close Rate) ÷ Average Time to Close (in days)

How to Use Pipeline Analytics

1. Filter by Date & User – Analyze sales performance for a specific period or salesperson.

2. Review Deal Flow – Track how deals move through each stage of the pipeline.

3. Monitor Conversion Rates – Identify weak points where deals are dropping off.

4. Analyze Sales Velocity – Measure how efficiently deals are closing and generating revenue.

5. Optimize the Sales Process – Use insights to refine strategies, shorten deal cycles, and improve close rates.

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Why Use Pipeline Analytics?

• Identify Bottlenecks – Find stages where deals stagnate or get lost.

• Improve Forecasting – Predict future sales performance based on conversion trends.

• Enhance Sales Strategies – Optimize how deals progress through the pipeline.

• Measure Team Performance – Track how effectively sales reps are moving deals forward.

With Pipeline Analytics, you gain a clear, data-driven view of your sales funnel, helping you make smarter decisions and improve deal conversion.