How to Best Prepare an Enterprise Sales Pipeline Review for Your Investors
Summary
- The article provides a template and guidance for preparing an enterprise sales pipeline review for investors, focusing on early-stage companies. - Key categories to include are: Stage/Probability to Close (focusing on blockers rather than exact percentages), Lead Source (identifying performing channels), Buyers & Business Units (articulating stakeholder roles and identifying the Champion), Use Case (tracking which industries and use cases are predominant), and Deals Lost (analyzing reasons for lost deals to improve processes and product roadmap). - The goal is to paint a complete and nuanced story of sales traction by combining qualitative and quantitative data points. - Investors can use this information to identify patterns, improve sales efficiency, and gain insights into product development.