Sales pipeline review

How it works

1. Group by current stage

   Count each opportunity once in the chart data.

2. Label the units

   Show EUR thousands and explain that this is open pipeline.

3. Assign the next action

   Separate qualification, blockers and decision dates.

The rest of the document

The example below shows the document API and layout used for this report. Follow the PowerPoint guide for package setup in your own project.

using OfficeIMO.Drawing;
using OfficeIMO.PowerPoint;

namespace OfficeIMO.Examples.Showcase.Workflows {
    /// <summary>Shows pipeline value by stage separately from committed revenue and assigns review actions.</summary>
    internal static class SalesPipelineBrief {
        internal static void Create(string folder) {
            using var deck = PowerPointPresentation.Create(Path.Combine(folder, "example.pptx"));
            var pipeline = deck.AddSlide();
            Text(pipeline, "Sales pipeline: where to focus next", 1.5, 1, 30, 2, 30, "17365D");
            Text(pipeline, "Synthetic snapshot / opportunity value in EUR thousands / not a revenue forecast", 1.5, 3, 30, 1.5, 17, "526179");
            var data = new OfficeChartData(new[] { "Qualified", "Discovery", "Proposal", "Negotiation" },
                new[] { new OfficeChartSeries("Opportunity value", new double[] { 180, 145, 96, 52 }) });
            pipeline.AddChartCm(OfficeChartKind.ColumnClustered, data, 1.5, 5, 30, 11)
                .SetTitle("Open value by current stage").SetDataLabels(showValue: true).SetValueAxisTitle("EUR thousands");
            pipeline.Notes.Text = "Each opportunity appears in one current stage. Do not add stage percentages or describe this as contracted revenue. Values are synthetic.";
            var actions = deck.AddSlide();
            Text(actions, "Move the right conversations forward", 1.5, 1.5, 30, 2, 30, "17365D");
            string[] titles = { "Qualify", "Unblock", "Confirm" };
            string[] bodies = { "Validate need and timing.\nOwner: account team", "Resolve proposal questions.\nOwner: solution lead", "Record the next decision date.\nOwner: opportunity owner" };
            for (int i = 0; i < 3; i++) {
                double y = 5 + i * 3.6;
                Text(actions, titles[i], 1.5, y, 7, 1.5, 24, "2563EB");
                Text(actions, bodies[i], 10, y, 21, 2.7, 22, "243247");
            }
            actions.Notes.Text = "Use the real CRM snapshot date and keep confidential customer details out of public examples.";
            deck.Save();
        }
        private static void Text(PowerPointSlide slide, string value, double x, double y, double width, double height, int size, string color) {
            var box = slide.AddTextBoxCm(value, x, y, width, height); box.FontSize = size; box.Color = color;
        }
    }
}

Use this in your project

Use a dated CRM snapshot and a consistent currency; do not present the synthetic values as a forecast.

The PowerPoint guide explains package setup and related document APIs.

Continue with another example

• PowerPointAn editable project roadmap deck
• PowerPointA short training quiz deck