The Pipeline Quality Metrics report provides three key metrics that act as a tool for managers and salespeople to assess the quality of their pipeline. These metrics include:
Close Date Month Extensions: Counts the number of times the Close Date on each opportunity has shifted from one month to another. (The report does not track changes within the same month.)
Days Since The Last Stage Change: Tracks the number of days since the opportunity stage was last updated.
Days Open: Counts the number of days the opportunity has been in the pipeline. This metric stops when the deal is Won or Lost.
The filters at the top allow you to filter on a specific pipeline, a specific stage, and the expected close month to drill down the data.
To download the data in the report click on the three-dot icon over to the top right-hand side of the dashboard, followed by 'Download' to see the download options.
- The refresh interval (text in bold and on top). This reflects how often the data source with the lowest refresh frequency gets updated.
- The last refresh timestamp (text at the bottom). This reflects the earliest time when a data source was last updated in the dashboard.