Flow Trends

Last updated April 15, 2026

Flow Trends takes the pipeline flow analysis one step further — instead of looking at what changed in a single period, it compares flow patterns across multiple months or quarters so you can see how your pipeline dynamics are evolving over time.

To open Flow Trends, go to the Pipeline Flow view and click the Trends button at the top.

The trends view shows a table where each column represents a fiscal period — by default, the last six months. For each period, you see the complete pipeline flow breakdown:

  • Starting pipeline value
  • New deals created
  • Won, lost, moved in, moved out
  • Amount changes on deals that stayed
  • Ending pipeline value

On the right, an average column shows the typical flow pattern across all displayed periods. On the left, the current period to date shows how this month or quarter is tracking against that average.

Switching between amount and deal count

Toggle between dollar amount and number of deals to see the same trends from either perspective. Deal count trends can reveal patterns that dollar amounts mask — for example, you might be winning fewer deals even though total won revenue is up (because of one large deal).

Adjusting the time range

Use the dropdown in the top right to change what periods are displayed:

  • Last 6 months (default)
  • Last 4 quarters or last 6 quarters
  • Last 8 months or last 12 months

A second dropdown controls the change window within each period:

  • Full period — the entire month or quarter
  • Last 7 days — just the final week of each period
  • Last 14 days — the final two weeks

The “last 7 days” option is particularly useful for understanding end-of-period crunch patterns. Do deals cluster at the end of every quarter? Does the pipeline shrink dramatically in the last week? The trend makes it visible.

Flow Trends answers questions that single-period analysis can’t:

  • Is pipeline generation keeping pace? Compare new deal values month over month. A downward trend means future quarters are at risk.
  • Are we losing more than we used to? If the lost column is growing relative to the average, something changed in your competitive landscape or deal quality.
  • What should we expect this month? The average column gives you a baseline for what a “normal” month looks like in your pipeline.
  • Is end-of-quarter behavior changing? Switch to the “last 7 days” view and compare across quarters to see if the crunch is getting better or worse.

What’s next

Flow Trends works with all four flow types — Pipeline Flow, Forecast Flow, Stage Flow, and Committed Deal Flow. For the basics of pipeline flow analysis, see Pipeline Flow.