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Sales Pipeline Review One-Pager

Show where every deal stands and what will close. Sales leaders use it in the weekly review.

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What’s on It

  • Funnel chartThe Funnel
  • Gauge against targetAgainst Quota
  • Key pointsWhere Deals Stall
  • Progress barsCoverage by Segment
  • Process flowThe Fix
  • Headline numbersWhat Good Looks Like by Q4

Sample One-Pager. Company and figures are made up.

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Pipeline Review: EMEA
Sales operations · Week 32
The Funnel
Qualified
340 deals
Demo booked
186 deals
Proposal
94 deals
Verbal
41 deals
Closed won
23 deals
Against Quota
68%
$4.1M of a $6.0M quarter with five weeks to run.
Where Deals Stall
Half of proposals sit over 21 days waiting on security review.
Demo-to-proposal is the weakest step, and has been for three quarters.
Two reps carry 44% of the pipeline.
Coverage by Segment
Enterprise88%
Mid-market64%
SMB41%
The Fix
1
Pre-clear security
Standard pack sent at qualification, not proposal.
2
Split the top two books
Reduce single-rep concentration before Q4.
3
Weekly proposal desk
Every proposal over 14 days gets an owner.
What Good Looks Like by Q4
Demo to proposal
55%
+12 pts
vs 43% today
Proposal cycle
14 days
-7
vs 21 today
Top-two rep share
30%
-14 pts
vs 44% today
Quarter closed
$6.0M
on plan
$4.1M booked

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