> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vizkraft.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales & RevOps

> Pipeline health, trial conversion, and rep performance — for sales teams on SaaS data or HubSpot CRM.

This cookbook is for **sales and RevOps** teams tracking pipeline, win rates, trial conversion, and rep performance.

## Who this is for

|              |                                                                                                                      |
| ------------ | -------------------------------------------------------------------------------------------------------------------- |
| **Teams**    | Sales reps, managers, RevOps, CRO office                                                                             |
| **Best fit** | SaaS subscription data ([B2B SaaS](/cookbooks/b2b-saas)) or HubSpot CRM ([HubSpot cookbook](/cookbooks/hubspot-crm)) |

## Which data should I use?

| Your motion                 | Start with                                         | Why                                  |
| --------------------------- | -------------------------------------------------- | ------------------------------------ |
| Product-led SaaS            | [B2B SaaS cookbook](/cookbooks/b2b-saas)           | Trials, upgrades, segment conversion |
| CRM-led sales               | [HubSpot CRM cookbook](/cookbooks/hubspot-crm)     | Deals, stages, contacts, companies   |
| Campaign-influenced revenue | [E-commerce cookbook](/cookbooks/ecommerce-retail) | Orders attributed to campaigns       |

## Dashboard patterns

### Pipeline KPIs and trend

Track pipeline value, win rate, average deal size, and deals closed with a created-versus-closed trend.

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/sales-pipeline-kpis.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=ef6c383ef656f1913ee1eca3e40c9a04" alt="Sales pipeline KPI dashboard" width="1" height="1" data-path="public/screenshots/cookbooks/sales-pipeline-kpis.png" />

### Stage or segment breakdown

Bar charts by pipeline stage or account segment; for SaaS, add a trial → activated → paid funnel.

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/sales-stage-breakdown.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=38bd2ffeeec475cceeffecf3e9429a49" alt="Sales stage breakdown dashboard" width="1" height="1" data-path="public/screenshots/cookbooks/sales-stage-breakdown.png" />

### Rep and owner performance

Table of deals by owner with cycle length and at-risk accounts flagged.

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/sales-rep-performance.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=2d62a222a7d9b0c9db4b1634801ef1d1" alt="Rep performance dashboard" width="1" height="1" data-path="public/screenshots/cookbooks/sales-rep-performance.png" />

## Questions to ask by role

| Role          | Questions to try                                         |
| ------------- | -------------------------------------------------------- |
| Sales rep     | How many deals closed this quarter by pipeline stage?    |
| Sales manager | What is win rate and average deal size by rep?           |
| RevOps        | How many trials converted to paid this month by segment? |
| CRO           | What is pipeline coverage versus quota?                  |

## 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](/features/connector-memory):

* **Pipeline value**, **win rate**, **deal cycle length**
* **Trial conversion rate**, **net new MRR**, **expansion MRR**
* **Pipeline coverage** — open pipeline ÷ quota