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EFuturesCFO Β· Professional Services Suite
Sales Pipeline Conversion Planner
Model your sales funnel end-to-end β from lead generation through close β to determine whether current pipeline supports revenue targets and where to optimize.
Executive Summary
Conversion Funnel
Annual volume at each stage β 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 = MQLβSQL Γ SQLβProposal Γ ProposalβClose. Expected Revenue = Leads Γ 12 Γ Win Rate Γ Deal Size. Pipeline Coverage = Pipeline Value Γ· Revenue Target. CAC = Total Sales Cost Γ· Deals Won. Sales Efficiency = Revenue Γ· Sales Cost.