Pipeline Analytics
Pipeline health, velocity and conversion.
Overview
Pipeline Analytics shows how deals move: value by stage, time in stage, conversion between stages and deals at risk of rotting.
When to use pipeline analytics
- You look for bottlenecks.
Step by step
In the Crm module open Pipeline in the green navigation bar, then choose Pipeline Analytics under Analysis.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.pipeline.create
- crm.pipeline.read
- crm.pipeline.update