A pipeline number your whole team agrees on
Stage definitions, conversion rates and targets are set once and shared across managers and reps.
Fewer debates about the number
When everyone uses the same definition of a qualified opportunity, funnel reviews focus on what to do next. Drill from the total to the deals behind it and see how fresh the data is before the meeting starts.
- Forecast calls are consumed by disagreement about what counts as a qualified opportunity.
- Stage definitions, conversion rates and targets are set once as governed metrics, then used in every pipeline view.
- Pipeline and funnel views that drill from the total to the underlying deals, with data freshness shown.
- Create an account and connect your CRM.
A chart for this role
A synthetic example of a question someone in this role asks.
Conversion stages from visit to order
At which stage does the store lose the most visitors?
Session counts fall across five ordered stages, and each stage shows its rate against the stage before; the largest loss is between viewing and the cart. Show table
Conversion stages from visit to order Stage Sessions (sessions) Visit 10,000 sessions Product view 6,200 sessions Cart 2,400 sessions Checkout 1,500 sessions Order 1,100 sessions