Pipeline Analysis

The CRM application helps track how leads and opportunities move through different stages — from initial contact to a successful deal (Won) or closure without conversion (Lost).

Once your pipeline is structured, the Pipeline Analysis page provides powerful tools to evaluate performance, monitor trends, and understand how effectively your team is managing opportunities.

To open this view, go to:
CRM app ‣ Reporting ‣ Pipeline

Understanding the Pipeline Analysis page

When you land on the Pipeline Analysis page, a graph is displayed by default. It typically shows data from the past year, with each bar representing the number of leads in a specific stage. Colors differentiate the time period when leads reached those stages.

This page includes several interactive tools that allow you to customize how data is displayed and analyzed.

Key interface elements

• Actions (⚙️ icon)
  Found near the page title, this menu allows you to:

  • Add the report to dashboards

  • Insert it into spreadsheets

  • Link it to internal knowledge articles

• Search bar
  Displays active filters and grouping rules. You can:

  • Type to search or apply filters

  • Use the dropdown icon to access advanced options

• View controls (top-right)
  Switch between different formats:

  • Graph (default visual charts)

  • Pivot (data tables)

  • Cohort (time-based analysis)

  • List (record-level view)

Chart and data visualization options

Depending on the selected view, different tools become available:

Graph view options

• Bar, Line, Pie charts: Change how data is visualized

• Stacked: Combine values into a single bar

• Ascending / Descending: Sort data order

Pivot view options

• Flip Axis: Swap rows and columns

• Expand All: Open grouped data

• Download xlsx: Export data to Excel

Using search and filters

The analysis can be refined using filters and grouping options.

Click the dropdown icon next to the search bar to access all available settings.

Available filters

You can filter records based on:

• Assigned user (My Pipeline)

• Lead type (Leads or Opportunities)

• Status (Active, Inactive, Won, Lost)

• Date ranges (Created On, Expected Closing, Date Closed)

• Archived records

You can also build custom filters for more precise control.

Create custom filters

Custom filters allow more advanced conditions:

1. Click the dropdown icon next to the search bar

2. Select Add Custom Filter

3. Define your rule using:

   • Field (e.g., Stage, Country, Active)

   • Condition (e.g., is, is not, greater than)

   • Value

You can:

• Add multiple rules

• Combine conditions (AND/OR logic)

• Duplicate or delete rules

Create custom groupings

Grouping helps organize data for better insights.

To add:

1. Open the dropdown menu

2. Click Add Custom Group

3. Select one or more grouping fields

You can remove groups anytime from the search bar.

Measurement options

By default, the system counts the number of leads. However, you can switch to other metrics using the Measures menu:

• Days to Assign / Close / Convert

• Expected Revenue or MRR

• Recurring Revenue

• Closing delays

These metrics help evaluate performance beyond simple counts.

Switching between views

You can display the same data in multiple formats:

• Graph view: Best for quick visual comparisons

• Pivot view: Ideal for detailed analysis

• Cohort view: Useful for time-based tracking

• List view: Shows individual records

Tip
For clearer comparisons in bar charts, try disabling the Stacked option.

Creating reports

With filters and groupings, you can generate meaningful reports tailored to your business needs.

Win/Loss analysis

A common use case is comparing successful vs unsuccessful opportunities over time.

This type of report helps identify:

• High-performing sales reps

• Effective marketing channels

• Conversion trends

Steps to create a win/loss report

1. Go to CRM app ‣ Reporting ‣ Pipeline

2. Open the filter dropdown

3. Group results by Stage

1. Add a custom filter:

   • Include both active and inactive records

The result displays all opportunities, grouped by stage, showing both won and lost deals.

Customizing reports

You can further refine reports by:

• Adjusting date ranges (e.g., last 30 days)

• Grouping by:

  • Salesperson

  • Sales team

  • Source or marketing channel

• Adding filters like Lost Reason or Last Stage Update

Save and share reports

Once your report is ready, you can save it for future use or share it with your team.

Save a report

1. Click the dropdown next to the search bar

2. Select Save current search

3. Enter a name

Optional:

• Set as default view

• Share with other users

1. Click Save

Saved reports appear under Favorites and update automatically with new data.

You can also:

• Add reports to dashboards

• Export them to spreadsheets

• Share insights across teams