Know Your Funnel’s Vital Signs at a Glance
Pipeline health scorecard
Your AI scorecard analyzes every stage of your sales pipeline in real time, giving you full visibility into conversion rates, pipeline velocity, and areas for improvement.
See it in action
AI scorecard analyzes every stage
Lacking Clear Sales Pipeline Visibility?
Your sales pipeline is overflowing, but without funnel analysis, you don’t know which stages are healthy, which are bottlenecked, or where deals go to die. This lack of pipeline visibility means problems go undetected, sales forecasts are inaccurate, and valuable resources are wasted.
AI scorecard analyzes
Key Features
Real-Time Stage Health Analysis
The AI scores each pipeline stage for volume, velocity, conversion rate, and drop-off points.
Conversion & Velocity Heatmaps
Visualizes which stages move deals fastest and where conversion stalls, so leaders can diagnose issues instantly.
AI Recommendations
Suggests where to focus resources or coaching to unclog bottlenecks and boost overall win rates.
Use Cases
Use-Cases for Pipeline health scorecard
Healthtech Startup
Used the scorecard to spot a bottleneck at the “Demo to Proposal” stage and applied extra coaching, resulting in a 20% improvement in conversion.
National Insurance Carrier
Visualized velocity and drop-off rates, helping allocate more reps to slow stages and boosting pipeline throughput.
IT Solutions Provider
Automated weekly funnel reviews and saw immediate gains in forecast accuracy and resource allocation.
More Agent Template
Weekly sales summary email
Sends weekly summaries of sales activity, outcomes, and pipeline movement.
Daily motivational nudges to sales
Sends motivational quotes, performance tips, and gamified challenges.
Weekly Performance Reporter
Sends weekly reports on sales, support, and engagement metrics.
Remind sales reps to call leads
Sends reminders to call leads at times with highest engagement potential.
Customer Feedback Analyzer
Analyzes customer feedback to identify trends, issues, and improvement areas.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Lead scoring using AI
Ranks leads based on profile match, activity, and conversion potential.
Inbound Lead Capture Bot
Captures and qualifies inbound leads from web forms, chat, and email.
Hot Lead Notifier
Sends instant alerts for high-interest leads based on scoring and behavior.
Your Funnel’s Vital
Value Proposition
Instantly see strengths, weaknesses, and priorities in your funnel.
Diagnose performance problems early.
Bring transparency and actionable insight to pipeline reviews.
Improve win rates by focusing on bottlenecks.
FAQ
Volume, velocity, conversion rate, cycle length, drop-off rate, win/loss ratios for each stage.
Yes, the scorecard adapts to any process or custom stages.
It runs daily, or instantly on demand.
Yes, view weekly/monthly progress and compare periods.
All data processed and visualized meets GDPR and security best practices.
Automate with AI
Start your free trial today.
Maximize the health of your pipeline and sell smarter. Get instant, actionable visibility into every stage—activate your Pipeline Scorecard Agent now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
