Viewing the Pipeline Report

Qwilr's pipeline report helps you measure how quickly your deals move through the sales pipeline.

You wouldn’t run a business without key metrics, or KPIs, to guide you on what’s working and what isn’t. The same logic applies to sales teams: without analyzing data such as win rates, sales cycle length, average deal values, and conversion rates, you don’t know if you’re doing the right things to achieve business growth. Check out our full blog post to learn more about the importance of tracking sales velocity.

Sales velocity helps you measure how quickly your deals move through the sales pipeline and generate revenue. The higher the sales velocity, the better off the business will be.

In this article

• Sales velocity formula
• Available data in the Pipeline report
• Using the Pipeline Report
• Report default settings (separate article)

Sales velocity formula

There are 4 key metrics used to measure sales velocity:

1. Number of opportunities
2. Average deal value
3. Win rate
4. Length of the sales cycle

Here's what the formula looks like:

Available data in the Pipeline report

Qwilr Pipeline reports include the following views into your data:

• A summary of your Sales velocity score and trend indicator
• The funnel of your Qwilr pages by page count
• The funnel of your Qwilr pages, by page value
• Status transition of your Qwilr pages by page count
• Status transition of your Qwilr pages by page value
• Your sales velocity history, mapped to average time to live
• Your sales velocity history, mapped to average page value
• Your sales velocity history, mapped to average time to live
• Your pipeline status history, by page count
• Your pipeline status history, by page value

You can filter pages by:

• time period (week, month, quarter, year)
• team-members (Note: visibility into individual data is limited to your own data and an overall view of your account's data. You will only have visibility into the data of other individual's if they are in your account and you are an admin on your account).
• currency
• page types (pages with the quote block, with the accept block, with the quote or accept block, pages with a value you have explicitly set, pages created from templates and pages with tags)

Using the Pipeline Report

Step 1. Head to the Reports section on your Dashboard and select Pipeline from the dropdown.

Step 2. Select the time period you're interested in: week, month, quarter or year. You can easily change this later to view data for different time ranges.

Step 3. Select the currency you want to view. The report will filter your data - showing only pages with the selected currency.

Step 4. Then select which team-member's pipeline data you want to review:

Step 5. Under Saved Filter select the type of Pages you'd like to include in your report:

Step 6. Lastly, click Clean Up if you'd like to exclude pages that haven't been edited for a number of days prior to the period you are reviewing. Select the number of days you want to apply from the drop-down. This action is to keep old and 'not so relevant' pages out of your reports and make sure you're only viewing data that makes the most sense to your pipeline. 

Step 6. Explore the data by applying the various filters:

Got questions? Reach out to the team at [email protected]