Sales pipeline analysis.
Turn a CRM or spreadsheet opportunity export into a pipeline report: open amounts, weighted pipeline, won/lost deals, owners, sources, stages and expected close dates.
Which file is this analysis for?
For sales teams that need to read a pipeline export quickly, check key columns and get an actionable view before a team review or forecast.
Common files
Relevant users
Founders, sales managers, lightweight sales ops and consultants.
A controlled reading from the uploaded file
RGAnalyzer detects likely columns, you confirm them, then calculates indicators without inventing missing data. Limits remain visible in the report.
Sales priorities
Priority open opportunities are surfaced with amount, stage, probability and expected close date when available.
Forecast and weighting
Weighted pipeline uses provided probabilities to give a more cautious reading than raw amount.
Pipeline quality
Opportunities without amount, probability or close date can limit interpretation.
A readable report with checks in the right place
The page does not simply stack tables: it puts KPIs, business sections and review points first, then offers exports adapted to the analysis type.
KPIs first
Important indicators come before details to make the report easier to read in meetings or operations reviews.
Visible checks
File limits remain visible: missing columns, excluded rows, partial data or unavailable information.
Adapted exports
Exports depend on the module: PDF report, control Excel, cleaned CSV or complete package depending on the analysis.
Common questions before upload
Do I need a probability column?
No, but it improves weighted pipeline. Without probability, RGAnalyzer stays cautious.
Does the file have to come from a CRM?
No. A structured spreadsheet can be enough if key columns exist.
Can I read owners?
Yes if an owner, sales rep or account manager column exists.