Sales analytics

Three dedicated reports give managers a real-time read on the pipeline, independent of the general Reports hub.

• Pipeline Analytics — open value, stage distribution, and stage-to-stage conversion rate across the current pipeline.
• Pipeline Forecast — a weighted revenue projection by period, owner, and stage, useful for building committed vs. best-case revenue plans.
• Win/Loss Analysis — closed-won vs. closed-lost outcomes with recorded reasons, to spot pricing or process patterns worth fixing.