Know Your Funnel’s Vital Signs at a Glance
Pipeline health scorecard
Archiz pipeline health scorecard gives you the answer. Get real-time visibility into key sales metrics to proactively diagnose risks and ensure you hit your targets.
See it in action
improve sales pipeline health
Why a Full Pipeline Doesn't Equal a Healthy Pipeline Health Scorecard
Your sales pipeline is overflowing, but your revenue forecast feels like a guess. This is a classic symptom of poor pipeline visibility.
Without a clear pipeline health scorecard to guide your funnel analysis, you’re flying blind. You can’t distinguish a healthy, progressing funnel from one that’s bottlenecked and full of stalled deals.
This lack of insight means critical problems—like deals stuck in a stage for too long or low conversion rates between key phases—go undetected until it’s too late.
As a result, your sales forecasts are unreliable, coaching becomes reactive, and deals you thought were secure quietly slip away, jeopardizing your entire quarter.
Pipeline management software
Key Features
Real-Time Stage Health Analysis
Archiz AI-powered pipeline health scorecard analyzes volume, velocity, and conversion rates, giving you a complete view of your sales pipeline health instantly.
Conversion & Velocity Heatmaps
These pipeline analytics tools visualize your funnel’s flow, instantly highlighting where deals move fastest and where they stall for quick, data-driven pipeline analysis.
AI Recommendations
Get actionable insights to improve sales pipeline health. The agent suggests where to focus coaching and resources to unclog bottlenecks and boost win rates.
Improve sales pipeline health
Use Cases for Pipeline health scorecard
Healthtech Startup
Using the pipeline health scorecard to analyze their funnel, this startup spotted a bottleneck at the “Demo to Proposal” stage and increased conversion by 20%.
National Insurance Carrier
This carrier used pipeline analysis to visualize velocity and drop-off rates, helping them reallocate reps to slow stages and immediately boost pipeline throughput.
IT Solutions Provider
This firm used our pipeline management software to automate weekly funnel reviews, seeing immediate gains in forecast accuracy and more effective 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.
Sales pipeline effectiveness
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.
Frequently Asked Questions
Our pipeline health scorecard tracks key pipeline health metrics like volume, velocity, conversion rates, sales cycle length, drop-off rates, and stage-by-stage win/loss ratios.
Yes. Our pipeline management software is fully customizable. The scorecard adapts to your unique sales process and any custom stages you use for more accurate pipeline analysis.
Your sales pipeline health analysis runs daily to provide fresh insights, but you can also update your pipeline health report instantly on demand at any time.
Absolutely. Our pipeline analytics tools allow you to compare weekly, monthly, or quarterly performance, so you can track progress and spot long-term trends to improve sales pipeline health.
The key signs of a healthy pipeline include a consistent flow of new opportunities, a high lead-to-close conversion rate, and a short sales cycle, all of which are tracked by the scorecard.
Yes. All data processed and visualized for your pipeline health scorecard meets stringent GDPR and industry security best practices, ensuring your sensitive sales data remains secure.
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Maximize the health of your pipeline and sell smarter. Get instant, actionable visibility into every stage—activate your Pipeline health 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