Movement: Changes in Pipeline 💰💰💰💰💰
Movement shows amount changes in your pipeline within the viewing period. It illustrates the amount in your pipeline at the beginning & end of the period, how much of your pipeline is new pipeline, how much was pushed out or pulled in, and how much was closed lost or won.
With a quick glance at this visualization, you can click on a line of movement to inspect pushed or lost deals to discover why deals are being pushed or lost and learn what adjustments can be made to pull them back in.
Progression: Pipeline Funnel Progress by Stage 🌘🌗🌖🌕🌔🌓🌒
Progression shows how your opportunities are progressing through your funnel stages within the selected viewing period or, change in pipeline in stages over time.
With progression you can discover if there are opportunities stalled in a specific stage and further inspect those opportunities to learn why they're stalling so you can make a plan to get them moving again. You can also discover if more opportunities are going closed lost during a specific change, drill down to figure out why, and make adjustments to improve the process for deals continuing on to the next stage.
Take it to the next step
Check out What Activity by Day can do for you to see how to use these visualizations can lead you to the next step in inspection and improvement.
What can I see in Pipeline Movement view?
What can I see in Pipeline Progression view?
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