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CRM Pipeline Analysis Report

Pipeline Analysis

Comprehensive analysis of the sales pipeline including value by stage, conversion funnel, and sales velocity metrics.

Filters

  • Sales Team — Filter by team or show all
  • Date Range (From/To) — Filter by date range

Section 1: Pipeline by Stage

A table showing each pipeline stage with:

  • Stage — Stage name
  • Probability — Win probability percentage
  • Count — Number of opportunities in this stage
  • Total Value — Sum of expected revenue
  • Weighted Value — Revenue × probability (the realistic forecast value)
  • Avg Days in Stage — Average number of days opportunities spend in this stage

A grand totals row shows aggregate values. Stages with 100% probability are highlighted in green (Won); stages at 0% with active records are highlighted in red.

Section 2: Conversion Funnel

Summary metrics showing the lead-to-deal conversion path:

  • Total Leads — All leads in the system
  • Total Opportunities — Leads promoted to opportunities
  • Won Deals — Opportunities closed as won (green highlight)
  • Lost Deals — Opportunities closed as lost (red highlight)
  • Lead → Opportunity Rate — Percentage of leads that became opportunities
  • Opportunity → Won Rate — Percentage of opportunities that were won

Section 3: Pipeline Velocity

Key performance metrics:

  • Average Sales Cycle — Days from creation to conversion (for won deals)
  • Average Deal Size — Mean revenue of won deals
  • Pipeline Velocity — Daily revenue throughput, calculated as: (# deals × avg deal value × win rate) ÷ avg cycle days

See Also