pipeline-reporting

Pipeline Reporting

Report templates for B2B sales pipeline reviews.

Weekly Pipeline Report

PIPELINE REPORT: Week of [Date]

SUMMARY
-------
Total Pipeline: $[X] ([Y] deals)
Coverage: [X]x vs. [Target] quota
Weighted Forecast: $[X]

STAGE BREAKDOWN
---------------
| Stage | $ Value | # Deals | Avg Age | Conversion |
|-------|---------|---------|---------|------------|
| Qualified | $X | Y | Z days | X% |
| Discovery | $X | Y | Z days | X% |
| Demo | $X | Y | Z days | X% |
| Proposal | $X | Y | Z days | X% |
| Negotiation | $X | Y | Z days | X% |

MOVEMENT THIS WEEK
------------------
Added: $[X] ([Y] deals)
Progressed: $[X] ([Y] deals)
Closed Won: $[X] ([Y] deals)
Closed Lost: $[X] ([Y] deals)
Slipped: $[X] ([Y] deals)

AT-RISK DEALS
-------------
[List deals with concerns and actions]

FOCUS AREAS
-----------
1. [Specific action]
2. [Specific action]

Monthly Pipeline Analysis

PIPELINE ANALYSIS: [Month]

EXECUTIVE SUMMARY
-----------------
[2-3 sentences on pipeline health and key findings]

PERFORMANCE VS. TARGET
----------------------
Closed: $[X] vs. $[Target] ([X%])
Win Rate: [X%] vs. [Benchmark]
Sales Cycle: [X] days vs. [Benchmark]
ACV: $[X] vs. [Benchmark]

CONVERSION FUNNEL
-----------------
[Visual funnel with conversion rates by stage]

WIN/LOSS ANALYSIS
-----------------
Wins: [X] deals, $[Y] - Top reasons
Losses: [X] deals, $[Y] - Top reasons

TRENDS
------
[Charts showing pipeline, velocity, conversion over time]

RECOMMENDATIONS
---------------
1. [Specific action with impact]
2. [Specific action with impact]
3. [Specific action with impact]

Quality Checklist

• Pipeline coverage calculated weekly
• Stage conversion rates tracked
• Deal age monitored
• Win/loss analysis conducted monthly
• Forecast categories clearly defined
• Weighted pipeline calculated
• Forecast accuracy tracked
• At-risk deals identified and actioned
• Pipeline sources diversified
• Rep-level metrics available