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Conversion: Opportunity Pipeline
Conversion: Opportunity Pipeline
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Written by Training
Updated over a week ago

📌 This feature is available for all plans.

For detailed information on each plan, you can check 👉 here.


Description of the Opportunity Pipeline

The "Opportunity Pipeline" is a tool available in the Sales Analysis menu of Sage Sales Management that allows you to effectively manage all opportunities in the various stages of the sales process. This feature enables you to:

  • Plan ahead: Visualise how opportunities are distributed by stage to allocate the right resources to each step.

  • Identify obstacles: Detect where progress stalls and address those stages to avoid bottlenecks.


Data Displayed in the Opportunity Pipeline

Top section of the chart

You will see:

  • Quantity and value: For all new, won, or lost opportunities managed by selected users during the filtered period.

Opportunity Pipeline

Just below, the chart displays all open opportunities in their various stages or phases.

  • Selected users: The chart considers opportunities managed by the selected users.

  • Stage details: Hover over a specific stage to see the quantity, percentage, and weighted value of the opportunities in that phase.

Bottom section of the chart

  • Total: Shows the total quantity and value of all open opportunities managed by the selected users.

  • Variation: Displays the difference between new opportunities and closed ones (won or lost) during the selected period.

    • A positive variation means more new opportunities were generated than closed.

    • A negative variation indicates more opportunities were closed than generated, suggesting a shrinking pipeline.


Table View

In addition to the chart, there is an extra tab that allows you to view all the Opportunity Pipeline data in table format for deeper analysis.


Detailed Analysis of the Opportunity Pipeline

This tool allows you to delve into specific data on the opportunities represented in the chart:

  1. Click on the data you want to analyse, whether new, won, or lost opportunities or specific stages of open opportunities in the pipeline.

  2. Upon selection, Sage Sales Management will take you directly to the Opportunities menu, where filtered information will be displayed based on your selection.


Important Notes

  • Opportunity owners: The chart only includes opportunities owned by the selected users during the specified period.

  • Currency: If opportunities are in multiple currencies, totals will be converted and displayed in the user-configured currency.

  • Weighted value: For open opportunities, data will always be shown with their weighted value.

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