Analytics & Sales Performance Dashboard

Gravity Pipeline Pro’s analytics dashboard gives you a real-time view of how your pipeline is performing — revenue totals, team productivity, conversion rates, and goal tracking — all in one place.

Accessing the Dashboard

1. Go to Forms > Gravity Pipeline in your WordPress admin.
2. Click the Dashboard or Analytics tab in the pipeline toolbar.
3. Select the pipeline and date range you want to analyze.

Key Metrics Available

• Total Entries: How many form submissions entered the pipeline in the selected period.
• Won / Sold Count & Value: Number of entries that reached the Won archive, and the total value if a revenue field is mapped.
• Lost / Dropped Count: Entries archived as lost, and your overall loss rate.
• Conversion Rate: The percentage of entries that moved from intake to Won.
• Average Time in Stage: How long entries spend in each column — helps identify bottlenecks.
• Entries by Assignee: Each team member’s activity — entries moved, won, and dropped.

Mapping a Revenue Field

To track revenue totals, you need to map a form field that contains monetary value:

1. In your pipeline feed settings, scroll to Analytics Settings.
2. Set the Revenue Field to the form field that contains the deal value or premium amount.
3. Save. The dashboard will now show revenue totals alongside entry counts.

Setting User Goals

1. Go to Forms > Gravity Pipeline > Team Settings.
2. For each user, set a monthly Won Goal (number of closed entries) or Revenue Goal.
3. Goals appear as progress bars on the dashboard and in per-user views.

Exporting Data

Click Export CSV on the dashboard to download the current analytics view as a spreadsheet for reporting or sharing with stakeholders.