Dealmaker’s Pipeline Snapshot provides a wealth of information about your pipeline, based on the wealth of information it has about your business.
If you’re unsure of what the data means, don’t forget to mouse over any of the asterisks to remind yourself.
Don't Forget Snapshot Asterisks Can Help You!
Dealmaker Pipeline Snapshot knows a lot about your business. It knows about your sales processes and your typical sales cycles. I knows about your organizational, team and individual quotas. It knows how long it should take you to progress your deals to the next stage, and what percentage of your pipeline should move from one stage to the next. It knows how much you have currently at each stage, and how much you should have. Finally, it also knows what has left your pipeline (hopefully which you’ve either won, but for a host of other reasons as well).
Armed with all this information, Dealmaker can calculate – and provide for you at a glance – exactly when you’re going to have problems hitting your number, unless you do something about it now. Dealmaker is your early warning system.
Snapshot Tells You When You're Going To Have Problems
The Pipeline Snapshot screen doesn’t just give you a pretty picture of your organization’s forecast for the period. You can forecast by specific sales team, or down to the individual. You can also forecast across one specific sales process or all sales processes.
Then, you can click on a specific sales stage for any pipeline filter and see exactly which deals are in there. This allows you to focus your sales or coaching effort on the key deals, or the problem deals.
Use Pipeline Analysis to Get to the Deal Detail
You’re probably just back form vacation, so we’ll pick things back up with a very simple tip.
Dealmaker does all the pipeline analysis for you, calculating what’s in your pipeline, and measuring against what should be in your pipeline, based on what it knows about your business.
Green is good, you have more than you need. Red is bad, you have less than you need, and you need to fix this area before it’s too late. Pipeline analysis from Dealmaker is your color-coded early warning system.
Pipeline Analysis - Green is Good