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Pipeline Health & Deal Management

Understand how to assess pipeline health and manage deals effectively with metrics like time to close, sales cycle length, deal risk, and forecast categories.

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Pipeline Health & Deal Management

Best Case

A forecast category for qualified deals that could close in a period with extra effort or favorable conditions, but lack the certainty of Commit.
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Pipeline Health & Deal Management

Commit

A forecast category for deals with high confidence of closing in the current period.
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Pipeline Health & Deal Management

Pipeline Hygiene

The practice of keeping CRM opportunities accurate, complete, and current so pipeline, coaching, and forecasts reflect reality.
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Pipeline Health & Deal Management

Pipeline Management

The discipline of generating, inspecting, and optimizing sales opportunities to hit targets.
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Pipeline Health & Deal Management

Pipeline Review

A regular meeting for assessing pipeline health, forecast accuracy, and rep performance.
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