Introduction: Pipeline Analytics

Weflow enriches your pipeline with signals, insights, and warnings so reps and managers can see risks & trends early to improve quota attainment, win rate, and predictability. In addition, Weflow stores opportunity snapshots and field histories to track pipeline changes and provide insightful analyses into sales team performance.

What Pipeline Analytics can do for you and your teams

• See which deals are new, up-/ downgraded, won/lost, or pushed with waterfalls analytics
• See how your pipeline develops week-over-week, or month-over-month with custom pacing charts
• Spot gaps in pipeline generation & coverage with custom waterfall charts
• 50+ signals like multi-threading, next meeting scheduled, closed date pushed, etc.
• Analyze number of emails sent/received, files exchanges, meetings scheduled with deal activity insights
• Track performance by comparing metrics by reps, teams, territories, and more.

Overview of Pipeline Analytics

Pacing

Waterfall

Deal Signals
Use dozens of Weflow's deals signals to understand deal health, and configure alerts.

Deal Health Score
Auto-calculate health scores from 0 to 100 for each deal in your pipeline. See what's going well, risks, and suggested actions.

Performance Benchmarks
Track performance by comparing metrics by reps, teams, territories, and more.

Waterfall Charts
Understand how your pipeline has changed across previous time periods with waterfall charts. Filter by rep, team, record type, or any other Salesforce field.

Pipeline Pacing Charts
Track how your current pipeline is pacing against your monthly, quarterly, and annual goals.

Field Change Indicators
See field changes for amount, close date, etc. in custom grid views.