How would one evaluate the effectiveness of the sales team? Now it is possible with the following graph. Track how your sales pipeline opportunities changed within the selected period of time – pick the required period in the filter.
How to view Pipeline History insight?
The blue column indicates sales opportunities created in this period.
Green column indicates won deals
Red column indicates lost deals.
The purple line indicates the number of sliding sales – i.e. the difference between the created sales opportunities and closed deals. If the number of sliding opportunities is 0 or close to 0 – it means that your team works effectively.In other words, they close as many deals as they create.
This Insight graph will help you to choose your future direction: either concentrate on working with active sales opportunities, or search for new opportunities and create them. The particular graph will also present the movement of created and closed opportunities, as well as trends