Where to find it: Pipeline → Dashboard.
| Metric | What it shows |
|---|---|
| Open pipeline | Total value of deals in open stages |
| Won this month | Number and value of deals marked Won this month |
| Win rate | Deals won versus deals lost |
| Avg. time to close | How long won deals took, from creation to Won |
| Pipeline by stage | Value and number of deals in each stage |
| Where revenue comes from | Deals, wins and won value by campaign and source |
Values are shown in your pipeline's default currency, set in Pipeline → Settings (GBP unless you change it).
Making the numbers useful
- Give every deal a value, or set a default deal size in Settings so new deals have one.
- Close deals properly. Moving a deal to Won or Lost records the date and reason, which is what win rate and time to close are built from.
- Use "Where revenue comes from" to decide where to spend time. If signal-sourced deals close and cold lists don't, put more into intent signals.
You can pull the same numbers into Claude or ChatGPT with the get_pipeline_dashboard tool. See the tool reference.