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Former Member

Pipeline in C4C

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
    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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