{"id":27872,"date":"2023-01-05T06:08:43","date_gmt":"2023-01-05T06:08:43","guid":{"rendered":"https:\/\/bamboobox.ai\/dev\/https-bamboobox-ai-blog-sales-pipeline-report\/"},"modified":"2026-02-10T12:02:15","modified_gmt":"2026-02-10T12:02:15","slug":"sales-pipeline-report","status":"publish","type":"post","link":"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/","title":{"rendered":"What is a Sales Pipeline Report? What Should it Include?"},"content":{"rendered":"\r\n\r\n\r\n<p class=\"wp-block-paragraph\">The sales pipeline report is one of the chief components of executive dashboards. It helps monitor the effectiveness of the B2B sales process and forecast future revenues. Generating strategic insights from the sales pipeline report requires a careful analysis of its key performance indicators (KPIs) over time. Below is a note explaining the contents, KPIs, and insights offered by the sales pipeline report.<\/p>\r\n<p><img decoding=\"async\" src=\"https:\/\/bamboobox.ai\/dev\/wp-content\/uploads\/2022\/07\/blog-banner2-03-1-scaled-1280x717.png\" alt=\"blog-banner2-03\" \/ loading=\"eager\"><\/p>\r\n\r\n\r\n\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#What_is_a_Sales_Pipeline_Report\" >What is a Sales Pipeline Report?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#What_Does_a_Pipeline_Report_Show\" >What Does a Pipeline Report Show?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Sales_Qualified_Leads_SQLs\" >Sales Qualified Leads (SQLs)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Average_Win_Rate\" >Average Win Rate<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Average_Time_to_Win\" >Average Time to Win<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Sales_Pipeline_Velocity\" >Sales Pipeline Velocity<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#How_to_Use_the_Sales_Pipeline_Report_KPIs\" >How to Use the Sales Pipeline Report KPIs?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Allocating_marketing_budgets\" >Allocating marketing budgets<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Monitoring_Sales_Rep_Performance\" >Monitoring Sales Rep Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Making_Sales_Forecasts\" >Making Sales Forecasts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Enhancing_Sales_Techniques\" >Enhancing Sales Techniques<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"#\" data-href=\"https:\/\/bamboobox.ai\/dev\/sales-pipeline-report\/#Sales_Pipeline_Reporting_Tools\" >Sales Pipeline Reporting Tools<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_a_Sales_Pipeline_Report\"><\/span><strong>What is a Sales Pipeline Report?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">A sales pipeline report is a visual representation of the number and value of all deals at each stage of the B2B sales process at any given moment. For example, <a href=\"https:\/\/bamboobox.ai\/dev\/blog\/demand-generation-what-is-a-sales-pipeline-how-to-build-one\/\" data-type=\"post\" data-id=\"5651\"><mark class=\"has-inline-color has-vivid-cyan-blue-color\" style=\"background-color: rgba(0, 0, 0, 0);\">typical sales pipeline<\/mark><\/a> milestones may be as follows:<br \/>\u2022 Lead identified<br \/>\u2022 Initial contact made<br \/>\u2022 Opportunity qualified<br \/>\u2022 Proposal sent<br \/>\u2022 Evaluation completed<br \/>\u2022 Negotiation done<br \/>\u2022 Purchase contract signed<br \/><br \/>These stages may differ for different businesses, depending on the nature of the sales process.<\/p>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">At any given moment, the sales pipeline report should display,<br \/>\u2022 The number of opportunities at each of the above stages<br \/>\u2022 The total monetary value of the deals at each stage<br \/>\u2022 The weighted value of the deals at each stage &#8211; based on the probability of conversion assigned to each stage<br \/><br \/>In most B2B sales processes, the probability of conversion increases substantially as the lead enters the last couple of <a href=\"https:\/\/bamboobox.ai\/dev\/blog\/demand-generation-sales-pipeline-stages\/\" data-type=\"post\" data-id=\"5658\"><mark class=\"has-inline-color has-vivid-cyan-blue-color\" style=\"background-color: rgba(0, 0, 0, 0);\">stages in the sales pipeline<\/mark><\/a>. Accordingly, opportunities in these stages represent a higher weighted value in the sales pipeline report.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Does_a_Pipeline_Report_Show\"><\/span><strong>What Does a Pipeline Report Show?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">To derive actionable insights from the sales pipeline reports, you need to track its key performance indicators (KPIs). These KPIs represent the health of the sales pipeline and indicate any corrective actions you need to take.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Sales_Qualified_Leads_SQLs\"><\/span>Sales Qualified Leads (SQLs)<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">These are leads generated through marketing efforts that have also been contacted and <a href=\"https:\/\/bamboobox.ai\/dev\/blog\/how-to-build-a-qualified-sales-pipeline\/\" data-type=\"URL\" data-id=\"https:\/\/bamboobox.ai\/dev\/blog\/how-to-build-a-qualified-sales-pipeline\/\"><mark class=\"has-inline-color has-vivid-cyan-blue-color\" style=\"background-color: rgba(0, 0, 0, 0);\">qualified by the sales team<\/mark><\/a> as genuine and worth following up on.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Average_Win_Rate\"><\/span>Average Win Rate<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">It represents the conversion rate from lead to purchase. It signifies the effectiveness of the overall sales process. You can also track the conversion rate at each stage of the pipeline. It is known as the average advancement rate for a particular stage.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Average_Time_to_Win\"><\/span>Average Time to Win<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">It represents the length of the sales cycle. It states the number of days it takes for a lead to traverse through all the sales pipeline stages and convert into a purchase.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Sales_Pipeline_Velocity\"><\/span>Sales Pipeline Velocity<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">Enterprises track this KPI for a monthly period. It states the total monetary value of the sales moving across the pipeline in a month. The higher the sales velocity, the better the health of the sales pipeline.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Use_the_Sales_Pipeline_Report_KPIs\"><\/span><strong>How to Use the Sales Pipeline Report KPIs?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">You can drill down each of the above KPIs by filtering data about specific opportunities, sales reps or teams, or products for a more granular view.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Allocating_marketing_budgets\"><\/span>Allocating marketing budgets<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">You can determine the most <a href=\"https:\/\/bamboobox.ai\/dev\/blog\/interplay-channels-b2b-marketing\/\" data-type=\"post\" data-id=\"5591\"><mark class=\"has-inline-color has-vivid-cyan-blue-color\" style=\"background-color: rgba(0, 0, 0, 0);\">effective marketing touchpoints<\/mark><\/a> by tracking the average win rate for each SQL source. Higher marketing budgets should be allocated to channels generating SQLs that end up converting to purchases consistently. It helps maintain a healthy sales pipeline.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Monitoring_Sales_Rep_Performance\"><\/span>Monitoring Sales Rep Performance<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">You can track the KPIs filtered for each sales rep or the sales team in your organization. It gives a clear picture of the conversion efficiency for each sales unit. For example, if a particular sales rep takes more time than expected at the proposal stage or a specific sales team has a low overall win rate, the management can step in and offer the necessary support.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Making_Sales_Forecasts\"><\/span>Making Sales Forecasts<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">The <a href=\"https:\/\/sopro.io\/added-value\/blog\/sales-velocity\/\">sales pipeline velocity<\/a> can help you predict the expected sales value for the month or even beyond that. Forecasts also help sales reps understand if they are on track to meet their monthly targets and take early corrective action.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Enhancing_Sales_Techniques\"><\/span>Enhancing Sales Techniques<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">The sales pipeline view can help identify bottlenecks in the sales process. Reviewing the average advancement rate at each stage can help you understand which parts of the sales process need to be more efficient. For example, if sales deals are getting stuck at the negotiation stage irrespective of the sales team involved, it might be due to a manual and lengthy approval process.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Sales_Pipeline_Reporting_Tools\"><\/span><strong>Sales Pipeline Reporting Tools<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<p class=\"wp-block-paragraph\">Sales pipeline report templates with auto-calculated KPIs are available with AI-powered B2B sales automation tools. These tools integrate seamlessly with your marketing pipeline and CRM platforms to gather marketing qualified leads (MQLs). Your sales reps must update the status of each opportunity as it progresses through the pipeline. You can configure customized pipeline stages aligning with your sales process. In-built visual dashboards offer a real-time view of the sales pipeline and related KPIs for <a href=\"https:\/\/bamboobox.ai\/dev\/blog\/sales-pipeline-management\/\" data-type=\"post\" data-id=\"5664\"><mark class=\"has-inline-color has-vivid-cyan-blue-color\" style=\"background-color: rgba(0, 0, 0, 0);\">effective pipeline management<\/mark><\/a>.<\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>The sales pipeline report is one of the chief components of executive dashboards. It helps monitor the effectiveness of the B2B sales process and forecast future revenues. Generating strategic insights from the sales pipeline report requires a careful analysis of its key performance indicators (KPIs) over time. Below is a note explaining the contents, KPIs, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8628,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[94,97],"tags":[115,95,118],"class_list":["post-27872","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-demand-generation","tag-b2b-sales-and-marketing","tag-buying-journey","tag-sales-pipeline"],"acf":[],"_links":{"self":[{"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/posts\/27872","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/comments?post=27872"}],"version-history":[{"count":0,"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/posts\/27872\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/media\/8628"}],"wp:attachment":[{"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/media?parent=27872"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/categories?post=27872"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bamboobox.ai\/dev\/wp-json\/wp\/v2\/tags?post=27872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}