Sales Pipeline KPI Dashboard logo
Salesforce · Sales Cloud

Sales Pipeline KPI Dashboard

RSE / TSE View
Q4 2026 · Live data
Global Filters
Market / Sales Region
Opportunity Type
Type
Key Market
Business Type
Opportunity Status
Local Filters
Role
Select
General Filters
Time
Probability
Amount Sales Estimation

Strategic

Open Opportunities
133
+6.0%
Sales Estimation
18,4 M €
+1.9%
Amount Quoted
23,0 M €
+3.3%weighted by probability
Avg. Sales Estimation per Opportunity
138,3 k €
-1.8%
Avg. Amount Quoted per Opportunity
172,7 k €
+1.3%

Probability

Hitrate

Current Pipeline Status

49%
(-6.0%)
38%
(-1.0%)
43%
(-6.0%)
76%
(+5.0%)
77%
(-5.0%)
74%
(-4.0%)
76%
(+8.0%)
85%
(+6.0%)
80%
(+1.0%)
Total loss 21,3 k € — monthly conversion vs. personal long-term avg.
OSB 2026 (individual)
4,0 M €
+3.2%
OSF 2026 (individual)
3,7 M €
+4.8%
Sales Net (individual)
3,9 M €
+0.4%
Order Net (individual)
3,0 M €
+3.6%
Shipping Backlog
1,9 M €
+6.3%
New Leads
5
+4.5%out of 22 (region, 30d)
New Opps
9
+11.8%out of 51 (region, 30d)

Personal Pipeline Trend

Overdue List by Sales Estimation (Abandoned Opps)

Opp. IDAcc.StatusSales EstimationPoWOverdue since
OPP-1984KramerWaiting Customer21,4 k €28%83 d
OPP-1892Bosch RexrothWaiting Customer25,4 k €25%77 d
OPP-1904PutzmeisterOn Hold29,0 k €47%45 d
OPP-1872DoosanNo Response22,4 k €72%70 d
OPP-1575LiebherrOn Hold20,0 k €65%82 d
OPP-1346KomatsuNo Response11,1 k €29%36 d

Task List

  • Opp A-962
    Kramer · Moved to Negotiation
  • Opp B-223
    Terex · Moved to Won
  • Opp C-504
    Kärcher · Moved to Won
  • Opp D-311
    Putzmeister · Value updated
  • Opp E-637
    Doosan · Moved to Negotiation

Opportunities to Watch

To doAcc.Opp. IDStatusSales EstimationPoWStageDue date
Prepare visitBosch RexrothOPP-2592Awaiting199,9 k €49%Prototype18.4.2026
Call customerBosch RexrothOPP-2492In progress57,0 k €50%Engineering13.6.2026
RepriceDoosanOPP-2293Open74,7 k €53%Negotiation7.6.2026
Send offerTerexOPP-2586In progress176,9 k €47%Negotiation15.6.2026
Send offerDoosanOPP-2876Open157,1 k €79%Engineering2.6.2026
Prepare visitTerexOPP-2508Reviewing59,2 k €87%Preparation23.11.2026

Key Changes in the Pipeline

Opp. NameCustomerStatusSales EstimationDuration
Opp A-962KramerMoved to Negotiation338,3 k €110 d
Opp B-223TerexMoved to Won205,0 k €127 d
Opp C-504KärcherMoved to Won95,6 k €191 d
Opp D-311PutzmeisterValue updated109,3 k €100 d
Opp E-637DoosanMoved to Negotiation366,3 k €107 d
  • Moved to stage 3 „Negotiation" this month
  • Moved to stage 2 „Preparation" this month
  • Closed lost this month
  • Value changed this month
  • Signing date moved this month
  • Overdue signing date in the past, but open

Operative

Average Time between Stages

Click a stage to filter the list of active opportunities.

List of Active Opportunities

on track long in stage too long
NameAccountTypeSales EstimationWeighted Sales EstimationStageDays in stagePoWOpportunity OwnerAction itemNext stepDecisionOffer
Active Opp 2LiebherrQuote R2Q338,8 k €301,5 k €Preparation48 d89%Federico CoraciCustomer call10.4.2026No
Active Opp 3KramerQuote R2Q285,4 k €245,5 k €Negotiation15 d86%Mikael PalmqvistCustomer call2.1.2026No
Active Opp 7TerexQuote R2Q310,5 k €242,2 k €Assembly93 d78%Bernd FielitzSend technical spec25.5.2026Yes
Active Opp 10DoosanS-Line277,7 k €161,1 k €Preparation7 d58%Jan Alexander SippelSend revised offer11.8.2026No
Active Opp 11SANYCustom158,8 k €139,8 k €Negotiation28 d88%Oliver PortenSite visit24.5.2026Yes
Active Opp 12SANYQuote R2Q271,9 k €135,9 k €Prototype69 d50%Bernd FielitzCustomer call26.5.2026Yes
Active Opp 9PalfingerQuote R2Q187,8 k €110,8 k €Qualification4 d59%Olaf SteffenCustomer call28.2.2026No
Active Opp 14ManitowocCustom156,7 k €105,0 k €Engineering76 d67%Hlib SoldatkinSite visit11.5.2026Yes
Active Opp 16PalfingerS-Line165,3 k €100,8 k €Testing92 d61%Kristian LesCustomer call9.3.2026Yes
Active Opp 1MAN TruckCustom229,1 k €91,6 k €Qualification19 d40%Oliver PortenCustomer call18.5.2026No
Active Opp 18DoosanQuote R2Q108,1 k €77,8 k €Preparation80 d72%Jozo MartinovicSend technical spec11.8.2026Yes
Active Opp 6KomatsuQuote R2Q115,0 k €57,5 k €Engineering45 d50%Jan Alexander SippelSend revised offer7.6.2026No
Active Opp 13VoithCustom42,4 k €37,8 k €Serial Release55 d89%János HoffmannSend technical spec25.12.2026No
Active Opp 15WirtgenStandard57,2 k €36,0 k €Assembly94 d63%Jan Alexander SippelCustomer call5.3.2026No
Active Opp 8KomatsuCustom102,8 k €33,9 k €Testing52 d33%Jan Alexander SippelCustomer call8.7.2026No
Active Opp 5MAN TruckS-Line36,5 k €12,4 k €Serial Release71 d34%Kristian LesCustomer call19.7.2026No
Active Opp 17LiebherrS-Line60,0 k €12,0 k €Qualification41 d20%Bernd FielitzSend revised offer6.6.2026No
Active Opp 4SennebogenQuote R2Q40,4 k €10,5 k €Prototype93 d26%Jozo MartinovicSend revised offer13.3.2026Yes

Win Rate

37%
4,2 M € Total
1,6 M € Won
2,6 M € Lost
-0.8% vs. last 3M

New Opportunity Rate

8%
+1.3% vs. last 3M
Share of newly created opps
Average Order Value
280,0 k €
+0.5%vs. last 3 months
Opportunity Dynamics
39%
+3%moved opps last 30d

Monthly Pipeline Overview

Additional KPIs & Visit Reports

Lead → Opportunity
7 d
-9.5%avg time
Preparation → Proposal
59%
+2.4%conversion
Opp → Proposal
25 d
+7.4%avg time
Proposal → Order
58 d
-10.4%avg time
Active Opportunities
137
-1.3%count
Won Opportunities
22
-1.0%count (period)
Open Action Items
13
+8.7%tasks

Monthly Overview

OSB
4.0M €
OSF
3.7M €
Sales Net
3.9M €
Order Net
3.0M €
Ship. Backlog
1.9M €

Top Ramp Up

Est. Won Revenue by Account (Top 10)

Win Rate Distribution (weighted)

Top 10 Won Opportunities

#NameAccountSales EstimationClosed
1Won Deal #8693Kärcher891,8 k €2.6.2026
2Won Deal #2199Wirtgen853,8 k €16.3.2026
3Won Deal #1788Bosch Rexroth795,5 k €4.1.2026
4Won Deal #4365Manitowoc625,4 k €11.12.2026
5Won Deal #7712Kärcher590,3 k €12.5.2026
6Won Deal #1231Doosan570,1 k €8.12.2026
7Won Deal #6810MAN Truck555,2 k €24.7.2026
8Won Deal #9640Wirtgen516,7 k €9.5.2026
9Won Deal #3266Palfinger324,1 k €18.1.2026
10Won Deal #428Kramer221,4 k €6.4.2026
Visits (last 30 days)
34
+4.3%vs. previous period
Visits per Rep

Recent Visit Reports

DateRepAccountOutcomeFollow-up
21.3.2026János HoffmannMAN TruckFollow-up neededYes
4.1.2026Kristian LesSennebogenQuote requestedNo
19.2.2026Olaf SteffenManitowocFollow-up neededYes
1.5.2026Florian FusseneggerKramerNeutralNo
16.11.2026Bernd FielitzPalfingerNeutralNo
11.9.2026Martin WeberSennebogenQuote requestedYes