Use Cases

Sales pipeline and forecast dashboard

CRM reports are useful, but they can be hard to customize and compare over time. Nockpoint connects your CRM, keeps a history of every deal's stage, and builds a pipeline and forecast dashboard for sales leaders and finance.

Components

Custom Dashboards
Metric Definitions
Departments
Sales
RevOps
Business Types
Software as a Service
SMBs

Summary

Connect your CRM. HubSpot, Pipedrive, Copper and Freshsales data syncs automatically, including deal stages, owners and amounts.

Define pipeline metrics once. Win rate, average deal size and sales cycle length use one definition, so sales and finance work from the same numbers.

Forecast with history. Track how pipeline changes week by week and compare forecast against what actually closed.

What you can track

  • Pipeline value by stage
  • Weighted forecast
  • Win rate by stage and by rep
  • Average deal size
  • Sales cycle length
  • Forecast vs. closed revenue

Data Sources