How to Track How Many Deals Are in Your Pipeline

When you don't know how many deals are in your pipeline, you can't know whether you need more deals to meet your goals, if you're taking on too many, and can even let deals slip through the cracks.

Whether you're a salesperson or manager, Daylite organizes all your open deals, so everything you need is in one place.

What you'll learn:

  • Learn how to track how many deals are in your pipeline
  • Learn how to track how many deals are in your team's pipeline

How to track how many deals are in your pipeline

When you know how many open deals you have, you can manage your workload better, and, when you also know your close rate, you can accurately forecast when to add more deals. That's why Daylite has My Opportunities, which shows you all your open deals.

My Opportunities

In My Opportunities, you can filter, sort, see the category colour, check the amount of Opportunities you have, and select an Opportunity for more information.

Track how many deals are in your team's pipeline

When you're a sale manager you need to track how many deals the entire team has. Using Smart Lists, you can create dashboards to track how many deals are across your entire team, and even view each team member. With All Opportunities, you can see every deal, whether it is owned by you or someone else and no matter it's state.

All Opportunities

In All Opportunities, you can filter, create Smart Lists, sort, see the category colour, check the amount of Opportunities you have, and select an Opportunity for more information.

Tracking how many deals your entire team has

Because All Opportunities will show you a list of every deal, you'll need to add a filter to view only open deals. To do that, do the following:

  1. Choose All Opportunities
  2. Click the Filter icon
  3. Choose State is Open Your Smart List should look like this:
Open Opportunities

Click Save as Smart List and name it "All Open Deals." If you want to dig deeper than just open, and filter for deal size, Category, Keywords, etc. right click the Smart List and select Duplicate. Now change the new Smart List as needed.

Tracking each member of your team

Most of the time, as a sales manager, you also want to see how many deals each salesperson is juggling, You can do that by adding new filter criteria for each person you're responsible for managing.

From each salesperson, create a Smart List for open deals by doing the following:

  1. Choose All Opportunities
  2. Click the Filter icon
  3. Choose State is Open
  4. Choose Owner is and then the salesperson in Daylite

Your Smart List should look like this:

Individual team Opportunities

Click Save as Smart List and name it something like "Matt's Open Deals." If you want to dig deeper than just open, and filter for deal size, Category, Keywords, etc. right click the Smart List and select Duplicate. Now update the new Smart List as needed.

Wrap Up

With these dashboards, you can now start to forecast sales demand and measure your workload. For managers, you can expand this by looking across your entire team, as well as the individuals.