About the Pipeline Management training

In this module, we will walk through Chapter 3 of our Sales Franchise program: Pipeline Management. This module offers an in-depth look at the expectations, cadence, and best practices for managing your sales pipeline effectively. It also focuses on the top three dashboards and their key metrics, with guidance on action triggers to optimize pipeline performance.

Audience

This module is designed for sales professionals and managers who aim to enhance their pipeline management skills and drive sales growth.

Agenda

This module covers key areas around:

- Understanding expectations and cadence for pipeline management

- Identifying the top three dashboards and key metrics for effective pipeline management

- Detailed guidance on using each dashboard with action triggers and best practices

- Additional resources to support ongoing pipeline management

Learning objectives

At the end of this module, you should be able to:

- Manage your sales pipeline with greater precision and consistency

- Use key dashboards to monitor and optimize pipeline performance

- Apply action triggers and best practices to improve sales outcomes