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Understanding Sales Pipeline Analysis

INS-2024-Web Design-Blog Images-Understanding Sales Pipeline Analysis

Sales pipeline analysis is the process of evaluating your sales pipeline to identify areas for improvement. It involves tracking key metrics, such as the number of opportunities in each stage of the pipeline, the average deal size, and the win rate. By analyzing this data, you can gain insights into how your sales team is performing and make adjustments to improve your sales process.

Benefits of sales pipeline analysis:

  • Identify bottlenecks and areas for improvement: Sales pipeline analysis can help you identify where deals are falling off in the sales process. This information can then be used to make adjustments to your sales process, such as providing more training to your sales reps or offering additional resources to prospects in certain stages of the pipeline.
  • Improve forecasting accuracy: By tracking the number of opportunities in each stage of the pipeline and the average sales cycle length, you can more accurately forecast your sales revenue. This information can be used to make better business decisions, such as how much to spend on marketing and sales resources.
  • Increase sales: Ultimately, the goal of sales pipeline analysis is to increase sales. By identifying and addressing bottlenecks and areas for improvement, you can help your sales team close more deals.

How to conduct a sales pipeline analysis:

To conduct a sales pipeline analysis, you will need to track key metrics such as:

  • Number of opportunities in each stage of the pipeline: This will help you identify where deals are falling off.
  • Value of opportunities in each stage of the pipeline: This will give you an idea of how much potential revenue is in your pipeline.
  • Number of new opportunities added to the pipeline: This will help you track the growth of your pipeline.
  • Number of closed/won deals: This is a measure of your sales team’s success.
  • Number of closed/lost deals: This information can be used to identify why deals are being lost and make adjustments to your sales process accordingly.
  • Average deal size: This will help you forecast your sales revenue more accurately.
  • Average sales cycle length: This information can be used to identify which stages of your sales process are taking the longest and make adjustments accordingly.

Once you have tracked these metrics, you can begin to analyze your sales pipeline. Look for any bottlenecks or areas where deals are falling off. You should also look for trends, such as whether certain stages of your sales process are consistently taking longer than others.

Once you have identified areas for improvement, you can start to make changes to your sales process. For example, if you find that a lot of deals are falling off at the qualification stage, you may need to provide more training to your sales reps on how to qualify leads effectively. Or, if you find that the average sales cycle length is too long, you may need to break down the sales process into smaller steps.

Sales pipeline analysis is an ongoing process. You should regularly review your pipeline data and make adjustments to your sales process as needed. By doing so, you can improve the performance of your sales team and increase your sales.

Here are some additional tips for conducting a sales pipeline analysis:

  • Use a CRM system to track your sales data. A CRM system can help you to automate the data collection process and generate reports that make it easy to analyze your pipeline.
  • Segment your pipeline. This will help you to identify trends and patterns that you may not be able to see if you are looking at your pipeline as a whole. For example, you may want to segment your pipeline by deal size, industry, or customer type.
  • Compare your pipeline performance to historical data. This will help you to identify areas where you are improving or where you need to make more progress.
  • Benchmark your pipeline performance against other companies in your industry. This can help you to identify areas where you are outperforming or underperforming your competitors.

By following these tips, you can conduct a comprehensive sales pipeline analysis that will help you to improve your sales process and increase your sales.

Want to learn more? Keep reading.

Inselligence x Pearagon: Turning HubSpot into a Revenue Machine

We’re excited to announce a new partnership that brings together deep CRM expertise and real-time revenue intelligence: Inselligence is now officially partnered with Pearagon, a HubSpot Diamond Partner. At Inselligence, we’re on a mission to help sales and RevOps teams stop flying blind and start navigating revenue with clarity. But even the best navigation system can only take you so far if the engine isn’t built right. That’s where Pearagon comes in. Why This Partnership Matters Pearagon has helped hundreds of scaling companies turn chaotic CRMs into clean, customized, high-performing HubSpot systems. They don’t just “implement”—they engineer HubSpot to fit your business. When you pair that foundation with Inselligence’s RevOps Navigation Platform™, you get something powerful: → A system that not only tracks what’s happening→ But tells you what to do about it Now, HubSpot users can go from reactive to proactive—with pipeline clarity, real-time coaching, and smart forecasting that actually adjusts as things change. More Than Dashboards—This Is a GTM Brain Upgrade Most teams use HubSpot for reporting.Smart teams use it to make better decisions.This partnership makes that possible. From day one, users get: “We’ve seen too many teams buy tools they never fully use. This partnership changes that. Together with Pearagon, we’re making sure your HubSpot investment actually pays off.”— Josh Rodriguez — Chief Revenue Officer, Inselligence Built for Sales Leaders, RevOps, and the No-Time-for-BS Crowd This isn’t about adding more software to your stack. It’s about making the one you already have actually work—for your reps, your managers, and your boardroom. With Pearagon + Inselligence, you’ll be able to: Stop Guessing. Start Navigating. Ready to turn your HubSpot into a true RevOps engine?Let’s make it happen. 👉 Learn more about Pearagon👉 See how Inselligence guides your RevOps Strategy

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Why Process Isn’t Just a Time-Saver—It’s the Profit Engine You’re Overlooking

Inselligence Co-Founder Juan DeAngulo Featured in Inc. Magazine Sales chaos is real—and Inc. just took notice of someone who’s doing something about it. Our co-founder, Juan DeAngulo, was recently featured in Inc. magazine, where they unpacked what’s broken in traditional GTM approaches and why RevOps Navigation is emerging as a must-have strategy for sales teams. It’s not just a proud moment—it’s proof that the market is ready for a better way. That’s the message our co-founder, Juan DeAngulo, brought to Inc. magazine this month in a new feature titled: “Why Process Doesn’t Just Save Time—It Drives Profit” → It’s a powerful reminder that if you’re constantly reacting to sales chaos, it’s not because your team isn’t trying—it’s because the system they’re working in is broken. The Big Idea from Inc. In the article, our Juan shares a no-fluff take: “If you rely on gut feeling instead of a repeatable process, you’ll scale burnout—not revenue.” They go on to unpack how: It’s not about slowing things down. It’s about speeding up the right things. Why It Matters to RevOps Leaders If you’re still buried in dashboards and meetings, chasing answers you can’t find—it’s time to admit the problem isn’t visibility. It’s lack of direction. That’s exactly what Inselligence solves. We give GTM teams a real-time GPS for revenue—spotting bottlenecks, surfacing next steps, and helping leaders take action before it’s too late. The Inc. feature isn’t just a proud moment for us—it’s validation that the market is waking up. Sales leaders don’t need more data. They need a clear path to profit. Read the Full Article Read the full feature in Inc.. → (Inc. Magazine, July 2025)

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What the Heck Is a Go-to-Market Strategy? (And Why Yours Might Be Holding You Back)

Hey there—if you’re running sales for a B2B team, you’ve probably heard the term “go-to-market” thrown around in meetings like it’s the secret sauce to hitting your numbers. But let’s be real: a lot of folks nod along without fully getting what it means. Or worse, they think it’s just another buzzword for “sell more stuff.” I’m here to cut through the noise. At Inselligence, we’ve been in the trenches building and fixing GTM engines for teams just like yours. We’ve seen what happens when it’s done right (predictable revenue, happy teams) and when it’s a mess (missed forecasts, endless finger-pointing). So, let’s break it down plain and simple: what go-to-market really means, why it matters, and how to spot if yours needs a tune-up. Go-to-Market: The No-BS Definition At its core, a go-to-market (GTM) strategy is your roadmap for getting your product or service into the hands of customers who actually want it—and making sure they buy it. It’s not just marketing fluff or sales tactics in isolation. It’s the full plan that aligns your entire revenue team around one goal: turning leads into cash, efficiently and repeatably. Think of it like this: Imagine you’re navigating a road trip. Your product is the car, but GTM is the GPS that picks the route, avoids traffic jams, and gets you to the destination faster. Without it, you’re guessing turns, wasting gas, and probably ending up lost. In B2B terms, GTM covers everything from who you’re targeting to how you’re pricing, promoting, and selling. It’s the bridge between what you build and what actually drives revenue. The Key Pieces of a Solid GTM Strategy No two GTM plans are identical—they depend on your business stage, market, and goals. But here’s the framework we use at Inselligence to help teams build ones that work: Target Audience (Who You’re Chasing): This isn’t “everyone with a pulse.” Get specific. Who are your ideal customers? What pains keep them up at night? For example, if you’re selling to mid-market SaaS companies, zero in on CROs frustrated with pipeline leaks, not just any exec. Value Proposition (Why They Care): What’s the “aha” moment? Boil it down to how you solve their biggest headache better than anyone else. Skip the jargon—say something like, “We turn CRM chaos into a clear path to hitting your quota every quarter.” Channels and Tactics (How You Reach Them): Where do your buyers hang out? LinkedIn ads? Email sequences? Partner referrals? And how do sales and marketing play together? A good GTM syncs inbound leads with outbound hustle, so you’re not wasting effort on dead ends. Pricing and Packaging (What It Costs): Make it simple and tied to value. Tiered plans? Freemium to hook them? We’ve seen teams double close rates just by tweaking this to match buyer budgets and needs. Metrics and Iteration (How You Know It’s Working): Track what matters—win rates, sales cycle length, CAC payback. Then adjust. GTM isn’t set-it-and-forget-it; it’s a living thing that evolves with your data. We call this “RevOps Navigation” because it’s not about static dashboards—it’s about steering your team toward real growth. Why GTM Matters (Especially If You’re Missing Targets) Look, if your sales feel like a guessing game, your GTM is probably the culprit. We’ve worked with founders who were drowning in spreadsheets and VPs whose CRMs were a cluttered nightmare. Without a tight GTM, you end up with: – Misaligned teams: Marketing generates leads that sales ignores. – Wasted spend: Throwing money at campaigns that don’t convert to revenue. – Unpredictable growth: Hitting quota one quarter, bombing the next, with no clue why. On the flip side, a dialed-in GTM gives you control. It spots bottlenecks early—like a stage in your pipeline where deals stall—and shows you exactly what to fix. Teams we help often see faster pivots, better alignment, and yes, consistent revenue. Take one of our clients: A growth-stage B2B firm was stuck at flat revenue despite killer marketing. We rebuilt their GTM, focusing on full-funnel clarity and actionable forecasts. Result? They hit their number three quarters straight, with marketing finally proving ROI. Is Your GTM Broken? Quick Gut Check – Do you know exactly why deals are slipping? – Is your forecast more hope than science? – Are sales and marketing on the same page, or playing blame games? If any of that rings true, it’s time to challenge the status quo. Traditional approaches—like endless dashboards or gut-feel decisions—aren’t cutting it anymore. Ready to Build a GTM That Actually Works? You don’t need a PhD in analytics or months of consulting to get this right. At Inselligence, our platform plugs into your CRM and shows you what’s working, what’s not, and what to do next—across every stage. Pair it with our hands-on growth advisory services, and we’ll help rebuild your GTM engine from the ground up. Want to chat? Book a quick call with us. We’ll diagnose your setup and point the way forward. No fluff, just results. Let’s make your revenue predictable, get started today!

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