EFuturesCFO · Professional Services Suite
Sales Pipeline Conversion Planner
Model your sales funnel end-to-end — from lead generation through close — to determine whether current pipeline supports revenue targets and where to optimize.
Executive Summary
Conversion Funnel
Annual volume at each stage — from leads to closed deals
Revenue Trajectory vs. Target
Cumulative revenue build vs. monthly targets
Improvement Scenarios
Impact of optimizing different parts of the funnel
| Scenario | Win Rate | Deals/Yr | Revenue | vs Target | Status |
|---|
Pipeline Math
Sales Economics
Executive Recommendations
Actions to close the pipeline gap
Methodology & Assumptions
Overall Win Rate = MQL→SQL × SQL→Proposal × Proposal→Close. Expected Revenue = Leads × 12 × Win Rate × Deal Size. Pipeline Coverage = Pipeline Value ÷ Revenue Target. CAC = Total Sales Cost ÷ Deals Won. Sales Efficiency = Revenue ÷ Sales Cost.