#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp
Description
Janis and Philipp dive into one of the most requested topics in RevOps: pipeline visibility. What does it actually mean? Why is it so hard to get right? And what does good look like?Using the Pipeline Visibility Cheat Sheet as their guide, they break down the exact fields, signals, and metrics you need to track deal health and build trust in your forecast—without overwhelming reps or drowning in dashboard noise.We cover: • The four core layers of pipeline visibility: activity, conversation, methodology, and process • The 10 most important deal signals and how to operationalize them • How to spot bloated pipeline and early warning signs of risk • Stage conversion, sales velocity, and push count as leading indicators • How to start visibility tracking lean—and scale it over timePipeline Visibility Cheat Sheet: https://www.getweflow.com/content/pipeline-visibility-cheat-sheetJanis on LinkedIn: https://www.linkedin.com/in/janiszech Phillip on LinkedIn: https://www.linkedin.com/in/philippstelzer Chapters: • (00:00:00 ) Introduction & Why CRM Visibility Still Fails • (00:03:05 ) The 4 Layers of Visibility • (00:07:42 ) What Makes a Deal “Real”? • (00:13:20 ) Deal Signals: Champions, Pain, Urgency • (00:18:09 ) Sales Cycle, Pushes & Stage Conversion • (00:25:32 ) Visibility Metrics That Actually Matter • (00:31:00 ) How to Roll Out Pipeline Hygiene Without Overkill • (00:36:55 ) Final Thoughts & Cheat Sheet Recap
United States
