Intelligence360 changes how you work by improving pipeline reviews, account reviews, and rep one-on-one coaching. Intelligence360 combines data from your CRM platform with activity from email, calendar, LinkedIn, and various other sales tools, allowing you to easily inspect opportunities and instantly update opportunities within a single interface.
Below, you can see your entire pipeline and metrics including total pipeline value, total opportunities, win rate, and average sales cycle.
You can also see stage-by-stage details such as average time in stage, stage conversion rate, totals opportunities per stage, stage dollar value, and velocity.
Access Pipeline in the left nav: Explore > Opportunities. The summary of pipeline provides the following information:
Total Pipeline: total dollar value of the pipeline
Total Opportunity Count: total number of opportunities in the pipeline
Average Deal Size: average deal size for all deals in the pipeline (won, lost, and no movement)
Average Sales Cycle: average sales cycle for deals that are won
To zero in on your pipeline, you can use "Search Pipeline" to filter data. For example, you could use "rep_name" or "rep_name financial" to focus on a particular rep's pipeline, and drill down to a specific industry that rep covers.
You can easily build filters that run in real-time, letting you quickly check if a hunch is true. This will let you quickly run through the key questions you need to ask your team:
Which opportunities are hot?
Which are inactive?
Are things moving?
For more information, check out Interactive Filters and Filter Sets.
As you can see, Intelligence360 delivers unparalleled views into your pipeline by automatically capturing and correlating customer data from multiple siloed sources. Not only does this reduce the amount of data entry, but it gives you back time to sell!
Additional Pipeline Dashboard Metrics
There are tabs on top of the current opportunity pipeline report where you can look at the same pipeline report with different perspectives to glean more information on your opps. Check these out:
Activity: click on the Activity tab for a drilldown into that reports related activities; adjust time frame, drill into specific activities and more
Movement: Click on the Movement tab to inspect the movement of your opportunities through your process stages.
Progression: Click on the Progression tab to get an in-depth look at the progression of your opportunities by stage.
If you run into any issues, contact support.
Please sign in to leave a comment.