Funnel Overview – Projections Tab

Transform Your Pipeline Predictions with Accuracy

The CaliberMind Projections tab delivers the forward-looking intelligence your go-to-market team needs to anticipate tomorrow’s revenue.

Uncover unprecedented visibility into future pipeline creation and bookings with advanced algorithms that analyze historical performance patterns and current funnel dynamics. The intuitive dashboard reveals:

  • Stage-by-stage conversion metrics
  • Pipeline forecasts based on real-time funnel data
  • Conversion-to-completion rates across your entire revenue journey
  • Expected bookings with confidence intervals
  • Cycle time analysis from qualification to closed-won

Answer Your Most Critical Revenue Questions:

  • What pipeline volume can we expect to generate this quarter?
  • What booking targets should we confidently commit to?
  • What’s our true MQA-to-closed timeline?

Stop guessing. Start knowing. Future-proof your revenue operations with intelligent forecasting that transforms uncertainty into opportunity.

Important Note: All filters apply to all widgets as a rule unless otherwise noted

KPI Metrics

Our strategically designed dashboard presents three essential KPI cards that instantly surface your most vital metrics:

  • Average Deal Size: Monitor this critical performance indicator to optimize sales efficiency
  • Pipeline Forecast: View potential revenue opportunities across your selected timeframe
  • Expected Bookings: See anticipated closed business with precision timing

Current Funnel Forecasted Details

Turn Funnel Data into Future Revenue

Elevate your revenue forecasting with our comprehensive prediction table—the complete solution for anticipating tomorrow’s business outcomes from today’s funnel activity.

This powerful analytics engine combines your historical performance data with current funnel metrics to deliver actionable intelligence on:

  • Projected pipeline value across all funnel stages
  • Anticipated booking forecasts
  • Revenue potential from pre-opportunity marketing activities

What sets this solution apart? Our proprietary algorithms accurately quantify expected revenue from early-stage journeys—before opportunities are even created in your CRM. This breakthrough capability transforms marketing activities into tangible financial projections your executive team can rely on.

Stop reacting to pipeline fluctuations. Start proactively managing future revenue with data-driven confidence.

  1. Stage Name – this shows you the friendly names of your Funnel Stages
  2. Active Journeys in Stage – this shows you how many active journeys you have right now in the corresponding Funnel Stage
  3. Conversion Rate to Pipeline Created – this shows the percentage of journeys that spent time in this stage that eventually generated pipeline
  4. Forecasted Pipeline Created – This is a forecast of the total value of opportunities based on all current journeys and anticipated future journeys (journeys that have not started yet, but will start between the current date and the forecast end date).
  5. Conversion Rate to Funnel Success – this is the percent of journeys that spend time in a stage that eventually are successful in completing their journey
  6. Bookings for Forecasted End Date – This is a forecast of the total value of won opportunities based on all current journeys and anticipated future journeys (journeys that have not started yet, but will start between the current date and the forecast end date).
  7. Average Days to Funnel Success – this shows the average number of days it takes to get from the selected stage to a successful funnel completion, this could also be referred to as the sales cycle length
Filter LabelRequiredDefault ValueSelection
Start DateYStart of Current YearSingle
End DateYCurrent DateSingle
FunnelYOrganization’s Default FunnelSingle
Company FiltersNN/AMulti-Select
Opportunity FiltersNN/AMulti-Select
Person Filters *only if a Person Funnel is selectedNN/AMulti-Select

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