Data Requirements for Pipeline Coverage Report
What data is required for the Pipeline Coverage report?
To generate a Pipeline Coverage report, you need to set up and enter data for Sales Revenue and Estimated Close Date fields. These fields help calculate your pipeline coverage.
Sales Revenue is your total revenue target for a specific period, while Estimated Close Date is when a deal is expected to close. Having this data allows the widget to calculate metrics like % Pipeline Coverage, Current Pipeline, and Pipeline Value.
More related questions
What is the Pipeline Coverage widget in Zendesk Sell?
The Pipeline Coverage widget in Zendesk Sell provides insights into whether you need more deals in your pipeline to meet revenue goals. It displays key metrics like Current Pipeline Value and Pipeline Value Needed, helping you track your progress….
How do I add the Pipeline Coverage widget to my dashboard?
Adding the Pipeline Coverage widget to your dashboard is simple. Navigate to the Dashboard page, select the My Dashboard tab, and click +Widget to add the Pipeline Coverage widget. Once added, the widget provides a summary of your pipeline coverage…
How is % Pipeline Coverage calculated in Zendesk Sell?
% Pipeline Coverage is calculated as the ratio of Current Pipeline Value to Pipeline Value Needed. This percentage changes when you update a deal's Estimated Close Date or close deals within the specified timeframe. For example, if your Current…
Can I filter the Pipeline Coverage report by team or owner?
Yes, you can filter the Pipeline Coverage report by Owner and Team. This allows you to customize the view of your data to focus on specific segments of your sales team. Applying these filters helps you analyze pipeline coverage for different…
How can I save a customized view of the Pipeline Coverage report?
To save a customized view of the Pipeline Coverage report, simply click the Save button after applying your desired filters and settings. This allows you to easily access your tailored report view in the future. Saving your customized view ensures…
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