CRO · Dashboard · Intermediate · Saves 35+ hours
Weighted Pipeline Dashboard
A dashboard for tracking weighted pipeline by stage and segment.
What's included
- Weighted pipeline calculation
- Stage breakdown
- Segment analysis
- Trend visualization
- Coverage analysis
- Executive summary
Best used when
- Reporting to leadership
- Weekly pipeline reviews
- Quota planning
- Tracking pipeline health
The template
Overview
WEIGHTED PIPELINE CALCULATION
Weighted Pipeline by Stage
WEIGHTED PIPELINE CALCULATION
RAW PIPELINE BY STAGE:
Discovery (10%): $_____
Qualified (20%): $_____
Evaluation (40%): $_____
Proposal (60%): $_____
Negotiation (80%): $_____
Verbal (90%): $_____
TOTAL RAW: $_____
WEIGHTED CALCULATION:
Discovery: $_____ × 10% = $_____
Qualified: $_____ × 20% = $_____
Evaluation: $_____ × 40% = $_____
Proposal: $_____ × 60% = $_____
Negotiation: $_____ × 80% = $_____
Verbal: $_____ × 90% = $_____
TOTAL WEIGHTED: $_____
Stage Distribution Analysis
| Stage | Raw Amount | Weight | Weighted | % of Total |
|---|---|---|---|---|
| Discovery | $ | 10% | $ | % |
| Qualified | $ | 20% | $ | % |
| Evaluation | $ | 40% | $ | % |
| Proposal | $ | 60% | $ | % |
| Negotiation | $ | 80% | $ | % |
| Total | $ | $ | 100% |
SEGMENT ANALYSIS
Pipeline by Segment
| Segment | Raw Pipeline | Weighted | Coverage | Win Rate |
|---|---|---|---|---|
| Enterprise | $ | $ | :1 | % |
| Mid-Market | $ | $ | :1 | % |
| SMB | $ | $ | :1 | % |
| Total | $ | $ | :1 | % |
Weekly Trend
| Week | Raw | Weighted | Change | Coverage |
|---|---|---|---|---|
| W-3 | $ | $ | :1 | |
| W-2 | $ | $ | +/-% | :1 |
| W-1 | $ | $ | +/-% | :1 |
| Current | $ | $ | +/-% | :1 |
Frequently asked questions
What is the Weighted Pipeline Dashboard?
A dashboard for tracking weighted pipeline by stage and segment.
Who is the Weighted Pipeline Dashboard for?
It is built for CROs and their teams working on Pipeline & Forecasting. The AI coach adapts it to your company, stage, and goals.
What's included in the Weighted Pipeline Dashboard?
2 working sections: Overview; Stage Distribution Analysis.
How long does the Weighted Pipeline Dashboard take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the dashboard to your situation in minutes, then hand you a step-by-step plan.
Is the Weighted Pipeline Dashboard free?
Yes. You can read the full dashboard and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Weighted Pipeline Dashboard?
The coach teaches you the framework, asks a few questions about your business, tailors the dashboard to you, and gives you measurable next steps to execute.