Interactive sales/CRM pipeline report to quickly and easily track and share performance to goal.
A sales pipeline report is a visual representation or summary of the sales process and the various stages that that customers goes through from initial contact to closing a deal. The report typically includes information such as the number of leads, their stage in the pipeline, expected revenue, and the probability of closing the deals. It assists in forecasting sales, sharing deal insights, and making informed decisions to optimize the sales process.
This reporting template makes it easy to quickly summarize pipeline information into a narrative and visual report that’s easy to action on. It combines text, visualizations and data to quickly and easily track and report on performance to your sales target or goal.