1
Pipeline by Stage
Where your deals sit in the funnel
Lead
Qual
Prop
Neg
Won
2
Revenue Trend
Monthly closed-won revenue over time
Sep
Nov
Jan
Feb
3
Activity Volume
Weekly activity count trending upward
W1
W3
W5
W7
4
Activity by Type
Breakdown of how your team engages
Emails 40%
Calls 25%
Meetings 20%
Notes 15%