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Pipeline reporting provides visibility into opportunity status, trends, and forecasting to support strategic decision-making. Comprehensive reporting enables resource planning, performance monitoring, and strategic alignment.
Report Types
Executive Dashboard
- Pipeline Summary: Total value, weighted value, and key metrics
- Win Rate Trends: Historical performance and projections
- Resource Utilization: Team capacity and allocation
- Strategic Alignment: Progress toward business objectives
Operational Reports
- Opportunity Status: Current pipeline with stages and probabilities
- Team Workload: Individual and team capacity analysis
- Gate Review Schedule: Upcoming reviews and preparation status
- Action Item Tracking: Outstanding tasks and accountability
Analytical Reports
- Performance Trends: Historical win rates and patterns
- Competitive Analysis: Market position and competitor activity
- Financial Forecasts: Revenue projections and investment planning
- Process Improvement: Metrics-driven optimization opportunities
Key Metrics and KPIs
Pipeline Health
- Total pipeline value and opportunity count
- Weighted pipeline value by probability
- Average time in each pipeline stage
- Conversion rates between stages
- Win rate by opportunity size and type
- Average deal size and cycle time
- Capture cost per opportunity and per win
- Team productivity and utilization rates
Forecasting Accuracy
- Prediction accuracy for win probability
- Timeline accuracy for milestones
- Budget variance for capture investments
- Resource demand forecasting precision
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