Sales Pipeline Reports

Automate Sales Pipeline Reports in Minutes

  • All your Sales Pipeline data in one place
  • Receive automated Sales Pipeline reports via email or in Slack
  • Share your Sales Pipeline reports easily
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    Sales Pipeline report

    What is a Sales Pipeline report?

    A sales pipeline report provides a comprehensive overview of your sales process, tracking the progress of leads through different stages and identifying bottlenecks and opportunities for improvement. It tells you which Sales Pipeline efforts are working, which are not, and recommends opportunities for growth. A great Sales Pipeline report includes an overview, key metrics, and recommendations on what to do next.

    Sales Pipeline analytics reporting

    How to create a Sales Pipeline report?

    The amount of Sales Pipeline data is growing every day, so it’s important to showcase your metrics in an easy-to-understand format. Make sure that your Sales Pipeline report is concise, broken down into clear sections, and visually appealing. Here’s what to include in your Sales Pipeline report:

    1. Overview

    The overview is a short summary in plain English that explains what happened with Sales Pipeline over the recent reporting period.

    2. KPIs with key metrics

    KPIs show how effectively you’re hitting your Sales Pipeline goals. By measuring the changes in the key Sales Pipeline metrics, such as lead volume, conversion rate by stage, average deal size, sales cycle length, and win rate you'll know whether you’re making progress towards your goals.

    Automated Reporting

    3. Charts

    Charts provide a visual representation of your data, making it easier to identify trends and patterns. Include charts that illustrate key metrics such as lead volume, conversion rate by stage, average deal size, sales cycle length, and win rate. Use bar charts, line graphs, and pie charts to display data clearly and effectively.

    Automated Reporting

    4. Recommendations

    This section outlines the next steps you can take to improve your performance.

    Sales Pipeline reporting software

    Automated Sales Pipeline Reporting

    With Narrative BI, you can automate your Sales Pipeline reports in minutes. Here’s how to do it in three easy steps:

    1. Connect your Sales Pipeline data source in a few clicks.

    1. Connect your Sales Pipeline data source such as Salesforce in a few clicks.

    2. Drag and drop the KPIs, such as lead volume, conversion rate by stage, average deal size, sales cycle length, and win rate as you customize your report.

    3. Set the reporting schedule.

    Reporting schedule

    When you are done, you will receive automated Sales Pipeline reports by email or in Slack. You can also easily share the reports with your team by clicking the “Share” button in reports.

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