Sales Pipeline Dashboard Build

Who it is for

B2B sales leaders and revenue operations teams in Hong Kong who need a shared view of pipeline health across accounts and stages.

Result

A living pipeline board and accompanying account views your team can run in Monday pipeline meetings without rebuilding spreadsheets each week.

Scope

Discovery interviews, stage definition, source mapping from your CRM exports or warehouse tables, visual layout, KPI definitions, and a handoff walkthrough for managers.

Included

• Stage and conversion definitions agreed with sales leadership
• Pipeline volume, velocity, and aging views
• Account concentration and risk flags
• Forecast confidence bands tied to stage probability
• Written metric dictionary and meeting run sheet
• Two revision rounds after first review

Not included

• Ongoing CRM administration or licence fees
• Custom software product development
• 24/7 monitoring or SLA hosting

Who delivers the work

Senior analytics consultant from Content Cornerhub, working on-site in Central or remotely with your Hong Kong team.

Process

1. Briefing call to confirm goals and data access
2. Stage workshop with sales managers
3. Draft dashboard and metric dictionary
4. Review session and revisions
5. Handoff meeting with recorded walkthrough

Timeline

Typically three to five weeks from brief to handoff, depending on data readiness.

Location and delivery

Delivered for teams based in Hong Kong; workshops can be held at World Trust Tower meeting rooms or at your office.

What to prepare

Export of open opportunities for the last two quarters, stage definitions if they exist, and a nominated sales operations contact.

Constraints

We work with the systems you already use; we do not replace your CRM. Data quality issues may extend timelines.

Fees

Fixed project fee from HKD 48,000, scoped after the free pipeline audit.

Next step

Book a pipeline audit so we can confirm scope before quoting.

Book a pipeline audit Send a project brief