WindoorERP Documentation 19.0

Conduct Win/Loss pipeline analysis, conversion rates, and sales cohort performance

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Provides C-suite executives with end-to-end analytical dashboards to measure win/loss ratios, average deal cycles, stage conversion velocity, and lost reasons across manufacturing branches.

Before you start

  • Sales Manager or Executive permissions.

Steps

Pipeline analysis revenue and stage conversion graph

Pipeline analytical pivot table grouped by stage and team

Comprehensive pipeline deals audit list view

Detailed pipeline record metrics view

Important

Filtering Win/Loss analysis by Profile Series reveals which aluminium systems deliver the highest commercial closing rates.

  1. 01
    Open CRM › Reporting › Pipeline.
  2. 02
    Switch between Graph (Bar, Line, Pie), Pivot, and List views.
  3. 03
    Analyze Win/Loss Ratio: filter by Won and Lost to evaluate conversion effectiveness.
  4. 04
    Measure Days to Assign and Days to Close to identify bottlenecks in estimation drafting.
  5. 05
    Group by Lost Reason to determine whether pricing, lead time, or specification limitations cause contract losses.

Common mistakes

  • Analyzing pipeline metrics without excluding internal testing opportunity records.
  • Comparing residential sales cycles directly against multi-year commercial facade tenders.

Continue learning

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