Sales Pipeline dashboard David Goldstein President, Mekko Graphics david@mekkographics.com

Current Sales Pipeline The Marimekko captures each project organized by stage. You can see the relative importance of individual projects and the stage itself.

Combining Smaller Deals into “Other Series” Adding the “Other Series” can help focus the sales force on the larger opportunities.

Adding Key Statistics in Data Rows These statistics in the data row can help explain the pipeline, especially if it contains many deals.

Sales Pipeline by Product Line Marimekkos can also show pipeline by product line, sales office, sales rep or industry vertical.

Business Apps Sales Pipeline You can then drill down to individual deals in each product line.

Tracking Estimated Pipeline Value by Week Weight the value of deals in each stage by the probability that the deal will be won. The trend by week gives you an overall sense of the pipeline deal value.

Pipeline Gap Analysis Used the weighted pipeline values to track progress against your goal. The gap represents deals not in the pipeline that much be closed to reach target.

Last Week’s Activity—New Leads by Product Line This chart shows new entrants into the pipeline. It can be grouped by product line, sales office, sales rep or industry vertical.

Last Week’s Activity—Deals Won by Product Line This shows deals won. It can also be grouped by product line, sales office, sales rep or industry vertical.

Last Week’s Activity—Deals Lost by Pipeline Stage The third presents deals lost. Grouping by pipeline stage allows you to see when the deal was lost. It can be grouped by product line, sales office, sales rep or industry vertical. Copyright 2013 © Mekko Graphics. All rights reserved.

Close Rate by Pipeline Stage This shows the close rate by pipeline stage. In this case, 19% of deals that reached the qualified lead stage closed vs. 78% for those that reached verbal approval.

Close Rate by Product Line Close rates can also be viewed by product line, industry vertical, sales office or sales rep.

Time to Close by Pipeline Stage Tracking time to close by month and comparing it to previous periods gives you a sense of how deals are moving through the pipeline.

Time to Close by Product Line Time to close will also vary by product line and industry vertical, and possible by sales office or sales rep.

Wrap Up A quick note about the Mekko Graphics API Mekko Graphics has a programmatic interface that can automate the generation of these charts Into a PowerPoint deck Or onto an intranet Users can select the charts they want to produce Contact me for more information at david@mekkographics.com