Sales Pipeline

The Tableau Accelerator for Sales Pipeline gives you a jumpstart to data-driven insights on the overall state of your sales pipeline.

Sales managers can use this Accelerator to better understand your sales opportunities so you can increase efficiency and improve decision-making.

Answer key business questions

• What is the size of our sales pipeline: overdue, short, medium, and long term?
• What was our ability to convert opportunities?
• Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
• How is our sales pipeline composed?
• Which account(s) drive our ability to convert opportunities?

Monitor and improve KPIs

• Nb of Open Opportunities
• Pipeline Value
• Sales Cycle
• Total Sales
• Nb of Opportunities
• Nb of Closed Opportunities
• Nb of Won Opportunities
• Nb of Lost Opportunities
• Total Closed Opportunities Amount
• Avg Deal Size (won)
• Avg Opportunity Size
• Nb of Accounts
• Nb of Owners
• Nb of New Accounts
• Total Opp. Amount
• Sales Cycle (won)
• Sales Cycle (lost)
• Won/Lost Rate
• Conversion Rate
• Nb of Opp. per Account
• Nb of Opp. per Owner
• Sales Velocity

Required attributes

• Opportunity Id (string)
• Account (string)
• Opportunity Owner (string)
• Opportunity Type (string)
• Opportunity Description (string)
• Opportunity Stage (string)
• Open Flag (string) ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open.
• Won Flag (string) ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
• Created Date (date)
• (Estimated) Closed Date (date)
• Amount (numeric)