1. Feature Summary
What is it?
The Probability Metric Trends update adds historical views for all major probability-based metrics in Pipeline Acceleration. You can now see how these scores change over time—making it easier to monitor pipeline health, validate scoring models, and understand what’s driving shifts in your funnel.
Where it shows up
Pipeline Acceleration table — click any probability value to open trends
Lead Drill-Down panel — a new Trends tab
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2. Who Is This For?
User Role | How It Helps |
|---|---|
VP/Director of Demand Gen | See how scoring shifts as GTM strategies evolve |
RevOps / Marketing Ops | Track score changes for QA and system health checks |
Sales / SDR Managers | Spot accounts that are warming up—or cooling off |
Data Analysts | Validate model performance using historical signals |
3. Metrics With Trend Support
You can explore trends for:
Quarterly Probability – Pipeline
Quarterly Probability – Booking
Overall Pipeline Conversion Probability
Overall Booking Conversion Probability
Lead Fit Score
Any other probability metric with history enabled
4. Technical Overview
Aspect | Detail |
|---|---|
Data Source | RevSure’s scoring engine |
Retrieval | API returns historical values over your selected range |
Frontend | Line charts, table views, filters, modals, and drill-downs |
Charting | Dual-axis support in drill-down views |
Edge Cases | Missing data appears as gaps or dashed lines |
5. Where to Access
5.1 Pipeline Acceleration Table
Click any probability value to open a modal with:
Chart view
Table view
Date filters
Customized range slider
5.2 Lead Drill-Down
A new Trends tab includes:
Chart/table toggle
Primary and secondary metric selection
Date filters and slider
6. Feature Capabilities
6.1 Chart View
Time on the X-axis (daily/weekly)
Metric values on the Y-axis (%)
Hover for date + value
Dual-axis comparison in drill-downs
Quick filters: last 30 / 60 / 90 days
Custom range slider
6.2 Table View
Metrics as rows, dates as columns
Available in both modal and drill-down
(Export coming later)
6.3 Filters & Customization
Prebuilt ranges: 30/60/90 days
Adjustable slider
Primary metric required
Secondary metric optional
7. How to Use It
From the Pipeline Table
Open Pipeline Acceleration.
Click any probability metric.
In the modal:
Use Chart View to see trends visually
Use Table View for exact values
Adjust filters or the slider to narrow your focus
From Lead Drill-Down
Open a lead’s drill-down panel.
Go to Trends.
Pick a primary metric (and secondary if needed).
Switch between chart and table.
Use filters or the slider to study historical changes.
8. Key Use Cases
Scenario | Benefit |
|---|---|
Forecast Accuracy Review | Compare probability trends with actual outcomes |
Pipeline Risk Analysis | Spot downward probability shifts early |
Lead Nurturing QA | Track Lead Fit Score declines or improvements |
SDR Follow-up Optimization | Prioritize leads showing rising interest |
AI Scoring Validation | Check how scores changed before/after model updates |