Deal slippage and sales progressions

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Occasional Contributor

I'm aware there are several 3rd-party software that can integrate into HS, however, I'm curious to know if anyone has been able to find a way to show deal slippage?

 

What I want to see:

How the pipeline for the business has changed through time. To be able to compare the pipeline today to a previous date and see, at the minimum, deals that the amounts that have changed, what the variation is, and the (in)accuracy of the initial projection.

 

As we know, deals change over time and to be able to more accurately predict our business we need to understand how a deal progresses - weekly, monthly, quarterly, etc.

 

Looking forward to your responses!!

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5 Replies 5
Occasional Contributor

Hi @BrianDL 

 

We have been able to track our deal pipeline and also the changes overtime using a particular tool that integrates with HS. 

 

I'll inbox you with the details if required.

 

Cheers

 

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New Contributor

Hi can you please also share what you've been using?

 

I'm trying to track Close Date changes. I'm starting to use Quarterone as I've seen they have a "Deal Slippage" dashboard but not sure about the functionality yet as the data period only starts from you start using it. 

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Occasional Contributor

QuarterOne is actually the tool I was playing with as well. Similar thoughts here.

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Occasional Contributor

Hey @Sam_Williams that'd be great if you can share it!

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Occasional Contributor

Hey @BrianDL and @ismael_tavares ,

 

We have been using Sprinkle Data for tracking our sales pipeline from HS.