Analysis / Sales pipeline and forecasting
Locate bottlenecks between sales stages
Use Proforma to locate bottlenecks between sales stages. Produce stage conversion funnel and stage dwell-time comparison from your business data.
Sales leader · Revenue operations manager
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Your starting prompt.
Analyze sales-stage transitions for opportunities entering during [cohort period]. Calculate progression, loss and median time in each stage, separating still-open deals from completed outcomes. Compare [segments] and identify where conversion or dwell time differs most. Show sample sizes and the deals behind each bottleneck. Avoid interpreting unfinished cohorts as final conversion rates or claiming a stage difference proves its cause.
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Method and review
Keep the assumptions visible.
Use a dated pipeline snapshot and stage history. State the target period and probability method, and distinguish expected pipeline from committed revenue.
For this task, check
Open opportunities create censored outcomes that need explicit treatment in conversion comparisons.
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