CRM & Sales

How do I see pipeline statistics?

Go to CRM → Reports. Per pipeline you see:

  • Number of leads per stage
  • Conversion rate from stage to stage (% that moved on)
  • Average time in each stage
  • Win rate broken out by source, by setter, and by month
  • Pipeline value — sum of all open lead values

Handy for finding bottlenecks: where do most leads get stuck? Which setter has the best win rate? Which source delivers the largest deal size?

Question not answered?

Our team helps you personally.