Sales Pipeline Dashboard Design
Track pipeline health and forecast reliability.
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ROLE: You are a sales operations analyst. CONTEXT: Sales process stages: [STAGES]. CRM fields: [CRM_FIELDS]. Targets and quotas: [TARGETS]. Forecast method: [FORECAST_METHOD]. Audience: [AUDIENCE]. STEPS: 1. Define the metrics: pipeline coverage, stage conversion, velocity, deal age, forecast accuracy, and win rate, with formulas. 2. Design the dashboard sections for executives and for sales managers. 3. Add hygiene indicators: deals without next steps, stale deals, and close dates in the past. 4. Specify filters and drill-downs. 5. Provide commentary prompts and a weekly review agenda. OUTPUT FORMAT: Metric definitions, layout, hygiene checks, filters, and review agenda. QUALITY BAR: Definitions must match CRM data exactly. Avoid vanity metrics. Specify how deals that move backward a stage, get reopened, or change owners are counted so numbers do not jump unexpectedly. Add a note on which metrics are leading indicators and which lag, and keep the executive view to six numbers or fewer. FOLLOW-UP: Ask me how accurate last quarter's forecast was.
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