Workflows · Sales and growth · Opening soon
Sales and growth templates
Measure how fast the pipeline turns into revenue, and where people drop out of your funnel. Each one rebuilds its result every time your data refreshes.
- Sales velocityEach rep's open deals, win rate, deal size, sales cycle and velocity, and the team'sSee the workflow Template
- Funnel analysisHow many people reach each step of your funnel, in order, and where they drop offSee the workflow Template
- Feature adoptionCompare feature adoption this month and last month from a Mixpanel export. See which features held, dropped, or shifted.See the workflow Built by the agent
- Pipeline velocityExport HubSpot deals and review pipeline velocity by month using your chosen rule for open deals, win rate, deal size and cycle days.See the workflow Built by the agent
- Sales cycle lengthMeasure sales cycle length from your HubSpot deals export by rep and source, using closed-won deals from the last 6 months.See the workflow Built by the agent
- Sales pipeline reportBuild a weekly sales pipeline report from Salesforce exports, grouped by rep and stage, with stage changes and past-due deals.See the workflow Built by the agent
- DAU/MAU stickinessShow daily DAU/MAU from your Mixpanel events export, with a status for each day.See the workflow Built by the agent
- Lead scoringScore HubSpot contacts by company size, job title, and pages viewed from your points table, then list the leads that match.See the workflow Built by the agent
- Win rate by rep and sourceCalculate win rate from a Salesforce opportunities export by rep and lead source for the last two quarters.See the workflow Built by the agent
- HubSpot deals vs Stripe invoicesCheck closed won HubSpot deals against Stripe invoices by amount, and list the ones that do not match.See the workflow Built by the agent
- Salesforce closed-won vs QuickBooks invoicesMatch Salesforce closed-won opportunities to QuickBooks invoices by customer and amount, and flag deals that were never invoiced.See the workflow Built by the agent
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