Your CRM data knows more than you think it does
Original: Sales pipeline performance: AMA
Summary
This article dives into how to leverage historical CRM data to uncover deeper insights about your sales pipeline performance. It covers techniques for analyzing sales funnel velocity, deal qualification, forecasting, and other key revenue operations metrics to drive growth.
Who This Is For
Revenue Ops
Business Analysts
Marketing Ops
Key Takeaways
- Transition from static pipeline snapshots to deal-based lifecycle reporting that tracks the complete journey of every deal
- Use historical pipeline comparisons to identify specific changes week-over-week and categorize variance sources
- Build more accurate forecasts using your own conversion data instead of generic coverage ratios
- Track deal velocity and conversion rates over time to spot performance shifts before they become problems
Tools & Technologies
CRM systems Equals Sales pipeline dashboards Data analysis tools
Topics Covered
sales-pipeline sales-analytics sales-performance crm-data revenue-operations
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