Close more deals & nail your targets.

Pipeline review is the drumbeat of your revenue team. It's essential for keeping your team on target, rapidly learning, and identifying risks, trends, and strategies to improve both sales performance and forecast accuracy.

But… your CRM doesn't let you easily see how your pipeline has evolved over time, leaving teams struggling to understand what changed. And it doesn't support reporting, so critical context and action items get lost.

Brought to you by Jeff Ignacio, legendary GTM leader & the founder of RevOps Impact, the leading RevOps newsletter (check it out!).

Why is this template helpful?

1. Close more deals by staying on top of individual deals, rep performance, and trends.

2. Hit your targets by making sure you have the pipeline coverage you need & deals are closing.

3. Keep deals moving forward by surfacing and discussing top deals & next steps.

4. Up-level your team by getting them the support they need.

5. Learn faster by spotting trends in pipeline composition or movement.

6. Improve CRM hygiene by identifying issues early & creating accountability.

What metrics are included?

1. Closed Won

2. Open Pipe

3. Coverage Ratio

4. Pipeline Waterfall

5. Pipeline Over Time

6. Deal Inspection (With links back to your CRM)

7. Pipeline Composition by Rep, Segment, & Source

8. Pipeline Hygiene

Why use Daydream?

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

For GTM Operators and 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.