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CUBE Sales Management

PART IV: Pipeline Optimization and Advanced Analysis

About This Program

This course is part of the CUBE Sales Management Full Training Program, designed to help you master every stage of the Sales workflow using the CUBE platform.

The full training consists of four parts. While each part can be taken individually, we highly recommend completing all five to ensure a complete understanding of the platform and unlock the full potential of CUBE.

Each session includes:

• Self-paced video resources
• One-on-one coaching with a CUBE Expert Coach
• Hands-on practice using your own projects or sample files

Start with the part that fits your current needs—or follow the full program from beginning to end for the most impactful learning experience.

Course Curriculum

Session 9 – Bid and Sales Analysis

Code: SM-09

Goal: Gain insights to refine sales strategies.

  • Distinguishing between Sales Analysis and Bid Analysis
  • Filtering and analyzing trends and KPIs
  • Identifying high-value customers and opportunities
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Session 10 – Pipeline Calendar and Dashboard Management

Code: SM-10

Goal: Use visualization tools for dynamic pipeline management.

  • Accessing and adjusting the Pipeline Calendar
  • Managing monthly pipeline movements efficiently
  • Navigating and interpreting dynamic Dashboards for real-time decision-making
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Session 11 – Market Analysis and Marketing Campaigns

Code: SM-11

Goal: Integrate marketing efforts into your sales strategy.

  • Introduction to Market Analysis and Campaign Tracking
  • Aligning marketing initiatives with sales goals
  • Analyzing campaign effectiveness
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Session 12 – Sales Forecasting and Reporting

Code: SM-12

Goal: Project future revenue and analyze past performance for continuous improvement.

  • Working with the Sales Forecast submodule
  • Creating, filtering, and interpreting Sales Reports
  • Building custom reports to monitor team and project performance
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