Sales pipeline progression

This chart illustrates the evolution of sales through the sales funnel in terms of wins and losses so that you can see trends or deviations that should be brought to the attention of the sales team.

Note that when sorting by months or weeks, there are two ways to calculate the number of opportunities and the total revenue value from the sales pipeline.

  • Averages: VOGSY calculates the average number of opportunities and total revenue value based on the number of days the opportunity was in the selected stage during the selected week or month. This gives a weighted view on the progression within each stage. This is the default method. Go to the Charts back office module if you want to change this.

  • End of period: The number of opportunities and revenue value is determined on the last day of the month or week.

To ensure this chart is accurate, do the following:

  • Consistently update the sales stages as they progress.

  • Keep sales revenue accurate.
chart sales pipeline progression v2

number one

Pin icon. Click to pin this chart to a board.

number two

By default, data from all departments is used in the dataset. See Filter data by departments to learn how to remove specific department data from the dataset.

number three

By default, data for account managers is used in the dataset. See Filter data by account managers to learn how to remove specific account managers from the dataset.

number four

Scale. The timespan of the data used to generate the graph.

number five

Visualization type. Toggles between the following:

  • Revenue. This the actual order value of the opportunities.

  • Quantity. The number of opportunities.

  • Weighted revenue. This equals the order value of the opportunities. multiplied by the sales probability value.

  • Recurring revenue. This is revenue that is expected to continue in the future at regular intervals

  • Weighted recurring revenue. This equals the Recurring revenue multiplied by the sales probability value.

number six

Monthly progression graph. The data displayed for each bar graphs depends upon two things:

  • Scale. The default is Months.

  • Visualization. The blue colors in the bar graph match those in the Sales Funnel chart. The dark orange color indicates opportunity wins; the light orange color indicates opportunity losses.


    The meanings of the values, according to the chosen visualization, are:

    Visualization type Left-hand statistic Right-hand statistic

    Revenue

    Total revenue from all opportunities, regardless of stage, for the selected month.

    Total revenue value of the opportunities that have completed the opportunity cycle during the selected month and that have resulted in wins or losses.

    Quantity

    Number of opportunities, regardless of stage, for the selected month.

    Number of the opportunities that have completed the opportunity cycle during the selected month and that have resulted in wins or losses.

    Weighted revenue

    Total weighted revenue from all opportunities, regardless of stage, for the selected month.

    Total weighted revenue of the opportunities that have completed the opportunity cycle during the selected month and have resulted in wins or losses.

Click a bar graph to view the details for the selected month:

chart sales pipeline progression details


Click a stage to view its list of opportunities:

chart sales pipeline progression details expanded


This list displays the actual revenue, which might be different from what displays on the chart itself for the selected time period.


Click an opportunity to go to its card:

chart sales pipeline progression details expanded stages

Filter data by departments

To select the departments whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the department filter. A dialog window will display with a list of the departments that you have configured for your company.

  2. Select the departments that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated visualization.

Filter data by account managers

To select the account managers whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the account manager filter. A dialog window will display with a list of your company’s account managers.

  2. Select the account managers that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated visualization.