Pipeline Generation Report Overview

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1. Metric Definitions “Percentage of unique prospects who were both called and invited to any meeting in the given timeframe, divided by all prospects who were called in the timeframe.” Team membership history: this report reflects all activity based on a users current team association. If a user moves from one team to another, activity will not be associated with their historical team prior to the change.

   In Meeting booking rates

2. Metric Definitions “Percentage of booked meetings scheduled to take place in the given time period that wasn't canceled, deleted or marked as "no-show."” Team membership history: this report reflects all activity based on a users current team association. If a user moves from one team to another, activity will not be associated with their historical team prior to the change.

   In Meeting show rates

3. Inputs: “Pipeline Quota: Amount of new pipeline the team needs to generate in the current quarter.” Average SQL Value: Average opportunity amount represented by the team’s SQLs.

   In Outbound pipeline targets

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