The Sales Pipeline in Salesforce

Running a business is full of surprises. Having a reliable gauge of how much business may be headed your way can be a huge help when it comes to revenue forecasting, planning for growth, and being ready for whatever’s around the corner. One tool for estimating incoming revenue is the sales pipeline.

Sales pipeline: A visual representation of where prospects are in your sales process. Sales pipelines give estimates of how much business your salespeople expect to close in a given week, month, or year. In turn, you can use pipeline to estimate how much revenue is coming into your business, and when.

Sales pipeline management tools not only give you a real-time view of your sales pipeline, they also let you filter the pipeline by team, rep, or territory for customized insights into your business. Pipeline management tools can also help you spot and troubleshoot problem spots in your sales process.

Salesforce offers customizable tools for creating dashboards, reports, and alerts to help with pipeline management.

Check out these resources to learn more about sales pipeline management in Salesforce.

Trailhead: Work as a Team to Build a Strong Pipeline
Learn how marketing and sales can work together to strengthen the sales pipeline. With marketing’s skills and sales’ insight as to what makes a great lead, the entire business will be in a great position to succeed.

Trailhead: Measure Sales Metrics That Matter
Use the power of Sales Cloud to create reports that reveal what’s in your sales pipeline, and what’s forecast to close this quarter. Salesforce can help you achieve better sales pipeline management.

Trailhead: Get Started with Reports and Dashboards for Sales Managers
Go hands-on with Salesforce Lightning Experience to get a bird’s-eye view of all of your reps’ activities and sales pipeline stages. From reports to dashboards, Salesforce gives you the tools to keep tabs on everything happening in your sales org.

Learn how strategic prospecting can help you improve your sales pipeline. Understand why our prospect pipeline is a key element of good pipeline marketing.

Trailhead: Sales Territories and Forecasting
Territory management is the bedrock of happy, high-performing teams. It dictates how teams are divided and who chases down which leads, and it helps shape everyone’s goals. Use Sales Cloud for pipeline management to create balanced territories and forecast sales effectively.