See Sales Data Over Time

Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.

Stephen Daniels

Head of GTM Ops, Cresta

Use Template

Use Template

A time machine for your pipeline.

Close more deals & forecast better.

Your CRM is a great source-of-truth record for where things stand today. But you need to run your sales team efficiently. And for that, you need to understand how deals are evolving over time and what's driving shifts in your open pipe & progress to goal.

That's where Daydream comes in.

Why is this template helpful?

  1. Stay on top of changes in your pipeline. Quickly diagnose why open pipe changed, both in terms of overall trends and on a deal by deal basis.

  2. Close more deals. Shine a light on problem areas, lean into successes and address issues fast.

  3. Forecast better. Keep up with the pulse of the business and call out or respond to changes to plan early.

What’s included?

  1. Track core KPIs like open pipeline, progress to quota, coverage, and more over time; drill down into team, rep, territory, etc.

  2. Inspect deals to see how each individual deal has evolved.

  3. Proactively flag important changes.

  4. Diagnose what’s led to changes between periods.

Specific metrics:
  1. Pipeline source per channel & % tracking towards goal

  2. Pipeline coverage over bookings

  3. Pipeline conversion to closed won

  4. Pipeline movement during different periods, including moved out of quarter

  5. Pipeline by industry

  6. Stage conversion rates

  7. Stalled deals

Why use Daydream?

Daydream is the BI tool built for Founders, Execs, & Ops.

For GTM Leaders, Ops, Finance, & Founders:

  1. Fast set up without data work. Connect to your Hubspot, Salesforce, and other tools in a click and get best-practice metrics.

  2. Unify your go-to-market & other efforts. Bring together all your teams and tools in one place.

  3. Make reporting a breeze. Generate written reports in 1 click so you can focus on executing.

  4. Support a culture of learning & executing quickly. Built for collaboration & async workflows with your full team that helps you quickly generate and act on insights.

  5. Intuitive and self-serve: Feels like a doc meets a spreadsheet.

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Got Questions?

Got Questions?

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