Pipeline is the single most important indicator of GTM health. Yet too many leaders are still working off static CRM reports, fragile spreadsheets, or slow-moving BI teams for pipeline analytics. The result is blind spots, missed revenue, and negative quarter-end surprises.
Today, we’re excited to introduce AccountAim Pipeline Analytics, a purpose-built solution that gives CROs and RevOps leaders the powerful combo of real-time insight and full historical context to manage their pipeline effectively.
AccountAim captures every pipeline change automatically, so you can see exactly what’s happening, why it happened, and what it means for hitting plan. With Pipeline Analytics, GTM leaders can act on risks sooner, forecast with greater accuracy, and coach reps more effectively.
Why Pipeline Analytics Matter
Well-crafted pipeline analytics help CROs and RevOps leaders:
- Validate whether they will hit plan this quarter and next
- Identify risks in the overall sales process and at the deal level
- Coach reps to improve performance
- Provide data-backed confidence to the board
These are the core responsibilities of every revenue leader, yet many teams are forced to make critical decisions with incomplete, outdated, or manual data.
How AccountAim Solves This
AccountAim’s new Pipeline Analytics release gives revenue leaders the same insights used by the best-performing GTM organizations.
With this release, you can:
- Act on risks early with pipeline change tracking that highlights pushed, decreased, or lost deals
- Forecast with confidence using monthly pipeline snapshots and conversion tracking to understand how trends evolve
- Troubleshoot your sales funnel by monitoring stage bottlenecks and conversion rates over time
- Assess pipeline quality with cohorted deal progression that shows how newer pipeline stacks up against past quarters
- Coach your reps in the moment by drilling into deal behaviors and patterns that separate wins from losses
When you can see both the real-time and historical patterns in your pipeline, the path forward becomes clear. Double down on what works. Fix what does not. Run your business with data, not guesswork.
Sample Use Cases
Here are three ways teams are using AccountAim today:
Scenario 1: Catching a large pushed deal in real time
A large deal is suddenly pushed out of the quarter, putting the quarterly plan at risk. Instead of discovering it at quarter-end or in a weekly review call, you get notified instantly, with a chance to save the quarterly forecast.
How Pipeline Analytics helps:
- Flag the deal movement in real time
- Involve the CRO immediately to strategize saving the deal or pulling forward another deal to fill the gap
- Show the executive team the patterns of pipeline risk, so they can prioritize a solution
Scenario 2: Tracking conversion rates over time, by source and campaign
You know the sales process needs improvement. But where should you focus the team’s efforts? How will you track if their enablement was successful?
How Pipeline Analytics helps:
- View stage conversion rates by monthly cohort and by pipeline source, tracking sales process effectiveness and improvement (or decline) over time
- Dial in the 20% of campaigns that are driving 80% of quality pipeline and double down on that spend
- Correlate enablement efforts with conversion rate changes to assess if you’re moving the needle
Scenario 3: Assessing outer-period pipeline coverage
You’ve been laser focused on closing this quarter. Do you have enough pipeline coverage to hit next quarter’s (larger) goal?
How Pipeline Analytics helps:
- Compare current pipeline coverage vs. historical requirements to hit plan, including typical “in-period” pipeline additions from pull-forwards and net new deals
- See early if the team is behind normal run rates
- Trigger a new demand campaign now to fill the funnel rather than waiting until it’s too late
How It Works
AccountAim connects directly to your core GTM data sources, starting with your CRM and extending to marketing automation or product databases when needed. All of this data flows into the RevOps Warehouse, AccountAim’s purpose-built GTM data layer.
From there, every field change is snapshotted automatically, creating a complete historical record of your pipeline. Leaders get flexible, always up-to-date dashboards that show stage progression, pipeline movement over time, conversion rates, velocity, bottlenecks, and pipeline snapshots versus plan.
Whether drilling into rep-level details or preparing a board-level view, AccountAim provides the perspective revenue leaders need instantly.
Overcoming the Pipeline Analytics Status Quo
AccountAim Pipeline Analytics is filling the gap of the pipeline reporting status quo: Excel, legacy BI, and CRM snapshotting.
- With Excel, teams hit limits on data scale, struggle with histories, and face version control issues. AccountAim eliminates these problems by storing historical snapshots natively, supporting drill-downs, and delivering reliable, refreshable views of the pipeline.
- With BI tools, revenue teams rely on centralized data teams that move too slowly, and the tools are not built for GTM. AccountAim is built specifically for sales and RevOps, with pre-configured pipeline views and workflows designed for the way GTM teams operate.
- With CRM snapshotting, fields and storage are limited, snapshot logic is brittle, and maintenance is ongoing. AccountAim solves this by capturing complete snapshots automatically, expanding the fields that can be tracked, and removing the need for custom infrastructure.
The Bottom Line
Early customers have already seen measurable impact, with faster pipeline velocity and higher forecast accuracy in just the first quarter of use.
“We were flying blind on deal conversion rates and stage progression. AccountAim gave us better visibility into our sales process, so we know which parts of the funnel have the most friction, as well as which deals need attention.” – Graham Gawthore, Head of BizOps and Finance at ProjectDiscovery
Effective pipeline analytics require more than static reports or unscalable spreadsheets. With AccountAim’s Pipeline Analytics, CROs and RevOps leaders can manage their pipeline like the best companies do, driving revenue predictability and reducing the risk of missing plan.
Tired of wrestling with your pipeline data? Get started today with 30 days of pipeline clarity for free. Your board will thank you.
Or join our co-founder James as he walks through a primer on pipeline analytics and a quick demo on Thursday 9/4 at 3pm ET. Register here.
