Active Pipeline Analytics

Active Pipeline Analytics provides visibility to your sales project data in real-time, enabling proactive strategy adjustments. The analytics include a set of pre-defined and pre-formatted reports using your existing data. 

Customized View

Two settings are available that you can change to see exactly what you want:

By Users:

This allows you to select which people you want to see in the view. You can select all, one or more teams or one or more individuals. You can mix and match to easily create specific views of the data that you need. This list will automatically show all the people who have a sales project in the Active Pipeline.

By Sales Process

The process selector allows you to select one or more processes. When selecting multiple processes the graphs will sum the results to show the total (or in some cases, average) of those processes.

Where can I find the Active Pipeline Analytics?

  1. You can find Active Pipeline Analytics from the Main Membrain Menu, under Sales Analytics. Click on the Sales Analysis icon and select Active Pipeline Analytics.

  2. You can view a gallery of pre-configured graphs


Example- Weighted Pipeline by Stage Over Time

This graph shows the weighted pipeline value for each stage of the selected process(es), over time. The columns in each stage represent the average weighted pipeline value on a weekly basis, with the largest columns showing today's weighted pipeline value per stage. Columns may be segmented by color to show the health of the sales projects that make up these values, and hovering on a colored segment will show more detail.

Who has access?

Active Pipeline Analytics holds valuable insights, that perhaps others on the team would benefit from seeing.  You may want to share these analytics with a particular team, or with the whole organization. .

An Administrator can change who has access to view Active Pipeline Analytics by giving permission for all users or specific teams access.

  1. Go to System Setup
  2. Under Users, click Manage
  3. Click on Permission
  4. Select Active Pipeline
Did you know... Active Pipeline Analytics Graphs can be recreated in the Dashboard, giving you one central place for all your Sales analysis. Learn more about the Dashboard.