Accessing Pipeline Analytics

AgentBoard provides detailed analytics for your player pipeline, giving you insights into your deal flow:

1. Navigate to the Pipeline page
2. Click the Analytics tab at the top of the page
3. View the dashboard of pipeline metrics and visualizations

You can also access a condensed version of pipeline analytics directly from your main dashboard.

Key Pipeline Metrics

The analytics dashboard provides several important metrics:

Visual Analytics

The analytics dashboard includes several visualizations to help you understand your pipeline:

• Pipeline Funnel: Shows the number of players at each stage, visualized as a funnel
• Stage Distribution: Pie chart showing the percentage of players in each pipeline stage
• Pipeline Velocity: Bar chart showing the average time players spend in each stage
• Deal Progression: Line chart showing how many players moved between stages over time

Pipeline Reports

In addition to real-time analytics, you can generate and export detailed reports:

1. From the Analytics tab, click the Reports button
2. Select the type of report you want to generate:
   • Pipeline Summary Report
   • Stage Transition Analysis
   • Deal Velocity Report
   • Pipeline Forecast
3. Choose your date range and other parameters
4. Click Generate Report
5. View the report online or download it as CSV or PDF

Using Analytics to Improve Your Process

Here are some ways to use pipeline analytics to optimize your workflow:

• Identify bottlenecks: Look for stages where players spend an unusually long time
• Spot dropoff points: Find stages with high exit rates where deals frequently fall through
• Monitor velocity trends: Track if your deals are moving faster or slower over time
• Optimize resource allocation: Focus efforts on stages with the most players or longest durations