Ringkasan Pipeline
Pipeline Snapshot
Pipeline Stage
📈 Trendline — per Bulan
Win Rate
Win Rate Strict = Won ÷ (Won + Lost After Qualified). Pre-Qualified Lost dikecualikan.
Produk
Funnel Conversion Rate
Full Funnel New Deals=Snapshot | Appt ke bawah=Historical
New Deals: snapshot sebagai indikator stuck. Appt ke bawah: historical. Close Lost dikecualikan.
Demo Type
📈 Trendline — per Bulan
Performa Per Tim
Pipeline Health Per Tim
Win Rate P = Valid Won/Total · Win Rate S = Valid Won ÷ Qual. Pre-Ql Lost = Close Lost belum pernah ada Demo/FT/Quot Date. DTC = rata-rata hari close (0 hari = 1 hari). Status: 🟢 Sehat = WR S ≥38% · 🟡 Monitor = WR S 20–37% · 🔴 Coaching = WR S <20%.
📈 Trendline Won per Tim — per Bulan
Stage Win Rate
📈 Trendline Stage WR — per Bulan
Stage Win Rate per Tim
Denominator = deal yang pernah mencapai stage tersebut (historical, Close Lost dikecualikan). Baca Volume bersama WR untuk hindari selection bias.
Stage Win Rate per BAE
Min. demo volume:
Filter min. volume demo untuk hindari angka yang tidak representatif (BAE dengan 1-2 demo saja akan punya WR 0% atau 100% secara misleading).
Analisa Source
Inbound
Outbound
Referral
Partnership/Event
Volume per Source
Win Rate per Source
Qualified per Source
📈 Trendline per Source — per Bulan
Close Won Valid Won per source
MQL — Marketing Qualified Leads Total semua deals masuk per source
SQL — Sales Qualified Leads Deals yang pernah ada Demo Date atau Free Trial Date
Hot Deals Deals yang pernah ada Sent Quotation Date
Analisa Close Won
📊 Stacked Trendline Valid Won per Tim — Close Won Date
Periode:
Monthly
Weekly (W1–W4)
Setiap area = kontribusi tim ke total Valid Won. Top 8 tim ditampilkan; sisanya di "Lainnya". Tinggi total area = total Valid Won di bulan tsb. Week 1 = tgl 1–7 · Week 2 = 8–14 · Week 3 = 15–21 · Week 4 = 22–akhir bulan. Berdasarkan Close Won Date.
Produk Terjual
Count = jumlah deals yang mengandung produk tersebut (di Produk 1, 2, atau 3). Klik baris untuk lihat BAE.
Close Won per Bidang Usaha
Win Rate per industri = Close Won ÷ Total deals (semua stage) dari industri tersebut. Klik baris industri untuk expand daftar BAE yang berkontribusi.
Days to Close per Tim
Close Won only · Days to Close > 0
DTC = 0 = same-day close, ikut dihitung dalam rata-rata. Hanya Close Won yang dihitung. N/A = tidak ada data Days to Close.
Days to Close per BAE
Close Won only · Days to Close > 0
Min. won:
DTC = 0 = same-day close, ikut dihitung. Sorted dari tercepat. N/A = tidak ada data Days to Close di HubSpot.
Analisa Close Lost
Close Lost Reason
Pre-Qualified Lost per Tim
Close Lost per Bidang Usaha + Reason
Klik baris industri untuk lihat breakdown reason. Top 3 reason per industri ditampilkan.
📈 Trendline Close Lost — per Bulan
Distribusi Territory
Peta Provinsi
WR ≥15%
WR 8–14%
WR <8%
Detail per Provinsi
Top Kota/Kab — Volume
Top Kota/Kab — Close Won
Bidang Usaha
BAE Performance List
Semua Deal Owner
Klik baris untuk detail ↓
📈 Trendline Top BAE — per Bulan
BAE Scorecard
Trend Comparison — Opsional
Periode Lama
Klik untuk upload file HubSpot periode sebelumnya
Pilih BAE:
Filter tim:
Inbound Pipeline Overview
Early Stage — Aging sejak Create Date
Pipeline Aktif (Qualified)
Close Lost