Pipeliner’s Groundbreaking Revenue Intelligence is a powerful system built to remove guesswork from business and make sales management smarter.

This easy-to-read booklet shows you the Pipeliner Revenue Intelligence Loop, a tool that uses old sales dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. and real-time updates to create clear and accurate forecasts.

It helps sales teams and leaders make better choices, reach their goals faster, and grow with confidence.
With Pipeliner, you get better targeting, more accurate forecasts, and detailed reports that leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. to steady, predictable growth.

Chapter Descriptions:

Chapter 1: Meet the Pipeliner CRM Revenue Intelligence Loop

Learn how the Revenue Intelligence Loop helps you beat uncertainty by using historical sales data for smarter planning.

This chapter explains how to use KPIs (Key Performance Indicators) to set goals and introduces the new targeting feature.

See how it connects to sales management, quotas, forecasts, and reports to give you real evidence for decisions.

Chapter 2: A Closer Look at Revenue Intelligence

Discover how Pipeliner makes forecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. much more predictable and accurate.

This chapter discusses the power of combining old sales data with real-time pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. information.
You’ll learn about easy tools for creating targets, setting forecasts, and managing quotas.

It also covers features like team hierarchies, adding goals, drilling down into data, and sharing forecasts — all without needing extra setup.

Chapter 3: A New Way to Set Sales Targets

See how Pipeliner’s new targeting tools give you more control and flexibility than ever before.

Set goals by lead type (like new leads, qualified leads, or revenue) and sort by sales type (new sales, repeat sales, upsells).

Pipeliner even uses historical data to guess if your targets are realistic, by checking your lead conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. rate, average deal size, and working time.

You’ll also see how you can track progress visually and help your sales team take ownership of their success.