Pipeline movement
View how to track how pipeline moves each week, see why it changed and share live pipeline reports.
How pipeline movement works in Drivetrain
Bring in your pipeline from Salesforce or HubSpot. Then see it by quarter, week by week, with the reasons behind each change, and share it with your team.
Start from a Salesforce or HubSpot template
- Launch a prebuilt pipeline movement report from the template library.
- Adjust the template to fit your sales process instead of building the report from scratch.
Track closing pipeline by quarter
- See closing pipeline at the top of the report and filter it by quarter.
- See how much pipeline is set to close in the selected quarter.
Follow how pipeline moves week by week
- Start from the opening qualified pipeline for each week and track every change through to closing pipeline.
- See increases such as new deals, expansions and deals pulled into the quarter.
- See decreases such as lost deals, reduced deal values and deals pushed out to a later quarter.
- Check a balance row that captures changes that don't fit neatly into a category.
Drill into the deals behind each change
- Open the underlying data behind any number in the report.
- See each deal's previous value, current value and the calculation behind the change.
See what drives pipeline changes in a waterfall chart
- See the same movement as a waterfall chart, from opening to closing pipeline.
- Spot which factors drive the biggest increases and decreases.
Spot trends by stage and the biggest wins and losses
- Follow how pipeline evolves over time and how it is distributed by stage.
- See the biggest deals won and lost in the quarter.
Share, discuss and schedule pipeline reports
- Tag team members on a number or chart to start a conversation in context.
- Schedule the report to go out daily, weekly or monthly as a PDF or image, for sales leaders, executives and the board.
How Drivetrain simplifies pipeline movement
See how pipeline has moved week by week, not only where it stands today.
Explain every change in pipeline, from new and pulled-in deals to deals pushed out or lost.
Keep pipeline reports current from Salesforce or HubSpot, without rebuilding them from CRM exports.
FAQs
Which CRMs does Drivetrain support for pipeline movement reports?
Drivetrain has prebuilt pipeline movement templates for Salesforce and HubSpot. You can adjust the template to fit your process instead of building the report from scratch.
Can Drivetrain show how our pipeline changed over time, not just where it stands today?
Yes. Drivetrain tracks pipeline week by week, from opening to closing pipeline, and shows each movement in between: new deals, expansions, deals pulled in or pushed out, value changes, and deals won or lost.
Can Drivetrain show which deals are behind a change in pipeline?
Yes. You can drill into any number to see each deal's previous value, its current value and the calculation behind the change.
How does Drivetrain handle deal changes that don't fit a movement category?
Drivetrain shows them in a balance check row, for example when a deal changes stage or value in an unusual way. When that number is small relative to your pipeline, the rest of the movement can be relied on.
Can Drivetrain send pipeline reports to sales leaders, executives and the board on a schedule?
Yes. You can schedule the report to go out daily, weekly or monthly as a PDF or image. Team members can also be tagged on a number or chart to discuss it in context.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
