Tableau · Sales & Marketing

Sales Pipeline Review — NexaSoft

Won amount, win rate, weighted pipeline and cycle days.

TableauSalesPipeline
Self-built project · realistic sample dataFictional organisation names · no client data shown

01Business problem

Sales leadership needed a snapshot pipeline review by segment with rep-level accountability.

02Approach

Stage-by-stage pipeline, win rate, weighted value and sales-cycle days with a rep league table.

03What's inside

  • Won amount, win rate %, weighted pipeline
  • Sales cycle days
  • Stage funnel
  • Rep league table and segment filter

04Insights & outcome

Weekly pipeline meetings run from one page.

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