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Pipeline Health Dashboard

Real-time visibility into pipeline health, stage velocity, and risks

❌ The Problem

  • Pipeline reviews rely on stale spreadsheets
  • No early warning for deals going off track
  • Stage conversion rates are a mystery
  • Managers discover issues too late
  • No single source of truth for pipeline

✅ The Solution

  • Real-time dashboard with live pipeline data
  • At-risk deals flagged automatically
  • Stage velocity metrics show where deals stall
  • Weekly digests keep everyone informed
  • Single source of truth for revenue ops

How It Works

1

Data Connect

Link CRM and revenue tools

2

Metrics Defined

Configure KPIs and thresholds

3

Dashboard Built

Real-time visualizations

4

Alerts Active

Notifications on anomalies

5

Digests Sent

Weekly summaries to stakeholders

Key Features

Real-time pipeline visualization
Stage conversion tracking
Deal velocity metrics
At-risk deal identification
Pipeline coverage ratios
Win rate analysis
Activity correlation
Forecast vs actual
Weekly digest reports
Mobile dashboard access

Works With

Salesforce
HubSpot
Tableau
Looker
Google Sheets
Slack
Email
Power BI

Don't see your tool? We integrate with 100+ platforms.

Perfect For

Sales Leaders

Pipeline visibility and coaching

Revenue Operations

Data-driven decision making

Executives

Board-ready pipeline metrics

Pricing

$1,497

One-time setup + configuration

Optional: $300/month ongoing maintenance & optimization

Includes updates, new rules, performance monitoring, and support

Custom configuration tailored to your workflows

Integration with your existing tools

Testing, training, and documentation

30 days post-launch support

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