CRM, lead flow and sales techniques · Sales reporting and dashboards
Read the pipeline for what moved, what slipped and why deals were lost.
Pipeline analytics reads how deal value moved in a month, how many closing dates slipped, how long deals sit in each stage and why they were lost. This page also sets consistent forecast labels and ends in a monthly snapshot. Forecasting methods are covered on other pages.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Pipeline analytics reads how deal value moved in a month, how many closing dates slipped, how long deals sit in each stage and why they were lost. This page also sets consistent forecast labels and ends in a monthly snapshot. Forecasting methods are covered on other pages.
A machine-tool dealer in Rajkot opens the month with a pipeline the sales head calls strong. By month end half the deals due to close have new dates, two have gone to a competitor with no reason recorded, and the forecast quoted at the start is nowhere near the result.
The snapshot is a one-page monthly sheet. Opening pipeline value, plus new additions, minus won, minus lost, minus value moved to later months, gives the closing value. Beside it sit the push rate, the average days in each stage, and a table of loss reasons by count and rupee value. The sales head fills it from the CRM and walks the owner through it.
The page does not choose a forecasting method. It sets the plain labels each deal carries, so the same deal means the same thing to every rep. It follows the pipeline stage design and comes before the review pack.
Where this sits
Topic 9 of 13 in crm, lead flow and sales techniques: sales reporting and dashboards. Reports and dashboards that lead to action.
- The topic before
- CRM setup and data
- The topic after
- Frictionless selling
If you want this done for you
Know which deals are actually going to close this month, not which ones you hope will.
The work
What this is actually like.
“Push rate shows hope, not progress”
Divide the deals whose close date was moved out by the deals due to close this month. A high figure means the forecast is built on dates nobody believes. Track it each month beside the forecast, and ask reps why the date moved, not just where it moved to.
“Time in stage finds the stuck deals”
Set the longest sensible time for each stage from your own history. A deal sitting at quotation for twice that is a follow-up to make today, not a number to carry forward.
“Loss reasons need a fixed list”
If reps type a free-text reason, you get forty phrasings of price. Pick six reasons, require one on every lost deal, and record the value lost. The ranking by rupees can disagree with the ranking by count.
“Keep values free of GST”
Record every deal value excluding GST, or every one including it, never a mix. Which is right for your books is a question for your CA, but the rule on the sheet must be the same for every rep.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
Stage to forecast label map
Each pipeline stage mapped to one plain label such as committed, likely, open or parked, with the win expectation written beside it.
Result: Finished when two reps given the same deal choose the same label.
Monthly pipeline snapshot
Opening value, additions, won, lost, moved, closing value, push rate, days in stage and loss reasons by value, on one page.
Result: Finished when the closing value reconciles to the CRM figure to the rupee.
Weekly forecast call notes
For each open deal: the label, the next step and its date, recorded in the call.
Result: Finished when every deal over the owner's chosen value has a dated next step.
Forecast accuracy line
At month end, closed revenue entered beside the forecast made at the start.
Result: Finished when the gap is recorded for three months running.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
How is this different from forecasting?
Our deals are few and large. Does this still apply?
Who sets the labels?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this topic further.
The rest of sales reporting and dashboards
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.