Every sales team operates differently, so there is no one sales pipeline template to follow in terms of how to manage your sales pipeline. However, there are a few basic tenets to all types of sales pipeline management. You should know…

  • What state the current open opportunities in your sales pipeline are in. For each opportunity, you should know its value (in dollars), what stage it is in and how long it has been in that stage.
  • How your sales pipeline is trending over time. Over the last 12 months, has your pipeline count grown, shrank or stayed the same?
  • What your sales forecast looks like, based on historical pipeline trends. Applying your past conversion rates to your current pipeline will paint a clear picture of the future.

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While there is no one set sales pipeline template, these basic tenets can guide you, no matter what type of your sales organization you manage.
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[blockquote cite=”James Sampson, Director of Revenue and Sales Operations, DataXu”]InsightSquared’s robust business intelligence and analytic solution was easy to integrate and helps us get the most out of our data.[/blockquote]