Tracking How Many Deals Are in Your Pipeline

When you don't know how many deals are in your Pipeline, it's difficult to know whether you need more deals to meet your goals or if you're taking on too many.

Whether you're a salesperson or a manager, Daylite helps you organize all your open deals so you can see how many you or your team have.

Tracking Deals in Your Pipeline

When you know how many open deals are in your Pipeline, you can manage your workload more easily. Daylite's Opportunities Board lets you view all the deals in each of your Pipelines, so you can stay organized and focus on what's important.

Select the Opportunities Board from the Sidebar, then tap the Pipelines filter to select the Pipeline you want to view.

The Opportunities Board also lets you filter your Opportunities by:

Owner - Select the Owners filter to view an individual salesperson's Opportunities, or choose All Owners to see your team's deals all at once.

Forecasted Close Date - Tap on the Forecasted Date filter to view Opportunities that are forecasted to close by a certain date, such as next week or next quarter.

Creation Date - Tap on the Create Date filter to view Opportunities that were created within a certain date range.

Categories - Tap on the Categories filter to view Opportunities by a single Category at a time.

Keywords - Tap on the Keywords filter to view Opportunities by a single Keyword at a time.

Types - Tap on the Type filter to select Opportunities that were generated the same way, such as a trade show, social media, or inbound call.

Wrap Up

By accurately tracking your deals, you can start to forecast sales demand and measure your workload. Daylite's Opportunities Board helps you see at a glance how many deals are in your Pipeline. As a manager, you can expand this by looking across your entire team, as well as individual sales people.