RGDM OS
08 // SALES PIPELINE

Prospects & deals

Real prospects · weighted forecast · stage progression

Sales Pipeline

Agency prospective clients & revenue forecast

Pipeline Value
$0
4 active deals
Weighted Forecast
$0/mo
Probability-adjusted
Won Revenue
$0/mo
0 won deals
Win Rate
0%
0W / 0L

Pipeline Funnel

Lead
1 deal $0
Qualified
2 deals $0
Discovery
0 deals $0
Proposal
1 deal $0
Negotiation
0 deals $0
Stage
Source

No deals yet

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How to Read This Report

Pipeline value is the total potential revenue across all active deals. Weighted forecast multiplies each deal's value by its stage probability (e.g., a $10K deal at 50% probability = $5K weighted).

Deal stages: Discovery (10%) → Qualification (25%) → Proposal (50%) → Negotiation (75%) → Closed Won (100%) / Closed Lost (0%). Probability reflects historical close rates at each stage.

Win rate is won deals divided by total closed (won + lost). Industry benchmark for agency services is 20-30%. Below 20% suggests qualification issues; above 40% suggests you're not reaching enough prospects.

Funnel visualization shows deal count and value at each stage. A healthy funnel is wider at the top (many prospects) and narrows toward close. A funnel that's flat or inverted needs more top-of-funnel activity.