What Does Your Real Sales Cycle Look Like?


Executives at a leading US healthcare provider faced unexpected shortfalls and volatility in revenue, in addition to inconsistent forecasting. Sales pipeline metrics indicated a level of robust activity at logical odds with the decline in sales revenue. Examining their sales pipeline in greater detail helped them to understand revenue variations and eventually enabled better forecasting and investment allocation.


Clearly Define Your Business Objectives

A leading US healthcare firm was experiencing high variance between actual and forecasted revenues, despite having a sales pipeline-driven revenue forecasting model.

Their primary goals were to understand the drivers of the variance and to be able to allocate their sales resources relative to pipeline bottlenecks.


Acquire & Synthesize Relevant Data

A key breakthrough occurred when they examined historical Salesforce data by lead vintage. This helped them identify pipeline characteristics that were difficult to observe in aggregate, such as saturation point and lead half-life (Fig. 1).

Additional insights were gained by examining conversion rate variance according to various deal characteristics: product, sales channel, deal size, and new vs. existing clients. This provided a deeper understanding of how conversion rates have changed over time, trends in conversion times, half-life of the opportunity and ideal engagement window (in number of months) for an opportunity.

Fig. 1 – Conversion Rate by Lead Vintage


Develop an Action Plan

A snapshot of sales leads does not always yield an accurate view of a typical sales cycle. Some reasons for this include a) significant change in number of leads generated over time, b) several large leads accelerating through the pipeline over a short period of time, and c) changes in product or pricing that can impact the probability of closing sales.

Devising a tenured view of leads by creation date, probability of closing the deal (influenced by its stage in the pipeline) and conversion time provided insights on 1) which stage of the sales pipeline required concentrated effort of the sales team, 2) when a lead turns stale, 3) trends in average conversion time quarter over quarter and 4) more granular methods to better forecast accurate revenues.

Partner with You to See it Through


Partner with You to See it Through

This analysis enabled a deeper understanding of timeframes and probabilities associated with a lead’s progress through the sales pipeline, ultimately providing a new metric for overall health of the sales pipeline itself. These insights opened the door for planning, forecasting and budgeting more realistically.


Revenue Forecasting, Sales Pipeline, Sales Cycle, Investment Allocation, Healthcare Investment, Healthcare, Data Modeling, New York Consulting, Management Consulting, Healthcare, FischerJordan, Data Analytics, Quantitative Analysis, Analytics, Healthcare Management, Healthcare Case Study



Discover how our 4-step process has helped clients avoid confusion and succeed in the marketplace.





Copyright © 2022 FischerJordan. All Rights Reserved.

Read our privacy policy

DISCLAIMER - This content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by FischerJordan or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. FischerJordan is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on this Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold FischerJordan, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site.