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Pipeline in C4C

Dec 19, 2016 at 10:29 AM


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Former Member

Hi pros,

What are the best practices to use pipeline KPIs?

Our customer is new to using pipelines in their sales process, so they have no idea how to use standart C4C KPIs.

Best regards,

Nadezhda Rukavishnikova

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1 Answer

Best Answer
Prasanth Sarma Aryasomayajula
Jan 20, 2017 at 08:09 PM

You can view marketing-specific tiles with key performance indicators for reports such as pipeline, forecast,
marketing funds, campaigns, marketing ROI, cost per lead, social media sentiment, and social reach, and drill down
to detailed reports.

Pipeline Health
This headlines report tile tracks pipeline health, and also the trending metrics and exceptions in the pipeline multiple
KPI. It further tracks the pipeline multiple KPI for exceptions in the established thresholds, and also alerts users to
the same.

Pipeline Calculation = Sales Revenue Amount – Divided by - Sales Forecast Amount

For additonal information on the same please refer to section 2.6 in User guide
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