3. Visualize Open Opportunities by Stage
3 min
understand where pipeline is currently concentrated across the sales funnel 3 1 objectives in this exercise, you will learn how to visualize the current distribution of open opportunities across sales stages by the end, you will be able to identify where pipeline is accumulating and understand how attribution and container settings impact your analysis 3 2 exercise tensorrack's leadership now wants a clearer view of where open opportunities currently sit in the pipeline after identifying where opportunities drop off, the next step is to understand which stages are carrying the most pipeline right now in this exercise, you will build a visualization to show open opportunities by sales stage and apply two important configurations the opportunity container and the last touch attribution model steps add a freeform table to your workspace drag in the sales stage name dimension as the first column drag in the opportunities metric open the metric settings and set the container to opportunity change the attribution model to last touch add a bar visualization above the table to make stage distribution easier to compare the opportunity container ensures the metric is calculated at the opportunity level rather than at the event or person level the last touch attribution model assigns each opportunity to its most recent stage this provides a current state view of pipeline distribution, rather than tracking historical progression across all stages 3 3 checkpoint / reflection this view provides a snapshot of where pipeline is currently concentrated across the funnel rather than looking at how opportunities progressed over time, you are seeing where they sit right now this is especially valuable for revops and sales leadership, as it highlights where attention may be needed stages with a high concentration of open opportunities may indicate healthy pipeline, or they may signal potential bottlenecks that require further investigation
