Report templates for B2B sales pipeline reviews.
Weekly Pipeline Report
PIPELINE REPORT: Week of [Date]
SUMMARY
-------
Total Pipeline: $[X] ([Y] deals)
Coverage: [X]x vs. [Target] quota
Weighted Forecast: $[X]
STAGE BREAKDOWN
| Stage | $ Value | # Deals | Avg Age | Conversion |
|---|---|---|---|---|
| Qualified | $X | Y | Z days | X% |
| Discovery | $X | Y | Z days | X% |
| Demo | $X | Y | Z days | X% |
| Proposal | $X | Y | Z days | X% |
| Negotiation | $X | Y | Z days | X% |
MOVEMENT THIS WEEK
Added: $[X] ([Y] deals) Progressed: $[X] ([Y] deals) Closed Won: $[X] ([Y] deals) Closed Lost: $[X] ([Y] deals) Slipped: $[X] ([Y] deals)
AT-RISK DEALS
[List deals with concerns and actions]
FOCUS AREAS
- [Specific action]
- [Specific action]
## Monthly Pipeline Analysis
PIPELINE ANALYSIS: [Month]
EXECUTIVE SUMMARY
[2-3 sentences on pipeline health and key findings]
PERFORMANCE VS. TARGET
Closed: $[X] vs. $[Target] ([X%]) Win Rate: [X%] vs. [Benchmark] Sales Cycle: [X] days vs. [Benchmark] ACV: $[X] vs. [Benchmark]
CONVERSION FUNNEL
[Visual funnel with conversion rates by stage]
WIN/LOSS ANALYSIS
Wins: [X] deals, $[Y] - Top reasons Losses: [X] deals, $[Y] - Top reasons
TRENDS
[Charts showing pipeline, velocity, conversion over time]
RECOMMENDATIONS
- [Specific action with impact]
- [Specific action with impact]
- [Specific action with impact]
## Quality Checklist
- [ ] Pipeline coverage calculated weekly
- [ ] Stage conversion rates tracked
- [ ] Deal age monitored
- [ ] Win/loss analysis conducted monthly
- [ ] Forecast categories clearly defined
- [ ] Weighted pipeline calculated
- [ ] Forecast accuracy tracked
- [ ] At-risk deals identified and actioned
- [ ] Pipeline sources diversified
- [ ] Rep-level metrics available