Who this is for
Which data should I use?
Dashboard patterns
Pipeline KPIs and trend
Track pipeline value, win rate, average deal size, and deals closed with a created-versus-closed trend.
Stage or segment breakdown
Bar charts by pipeline stage or account segment; for SaaS, add a trial → activated → paid funnel.
Rep and owner performance
Table of deals by owner with cycle length and at-risk accounts flagged.
Questions to ask by role
Example conversations
Trial conversion
Ask: How many trials converted to paid this month by segment? A funnel plus segment bars helps CS and sales ops prioritize outreach.Pipeline by stage
Ask: What is average deal cycle length by segment? Pair median and p90 cycle length so outliers are visible.Metrics worth defining
Add to Connector memory:- Pipeline value, win rate, deal cycle length
- Trial conversion rate, net new MRR, expansion MRR
- Pipeline coverage — open pipeline ÷ quota