What is the Pipeline Report?

The Built-in Pipeline Reports show the value and quantity for all of your deals in each Stage of the pipeline, which will help you keep track of the status of every deal.

This report uses the recorded time a Contact or Job passes through a specific Status assigned to either the lead or sold Stage to help you with forecasting. Sold rates will appear based on the occurrence of when a Status change occurred and reflects the records in groups under each active Sales Rep within a specific time period.

Built-in Reports Sales Pipeline2

Here, you can:

  1. Choose between viewing the "Most recent Estimate" or the "Most recent Invoice". If you have information in custom decimal or number fields, you can use those fields in your reports.
  2. Change the Date Range for your report.
  3. Choose to only view Contacts that are currently in the Sold stage by checking the checkbox labeled "Current Statuses".
  4. View your Sold Revenue data in graph form.
  5. View the percentage of Sold Rates as a graph.
  6. View the records organized by Sales Rep. These sections can be collapsed or expanded by using the triangles to the left of the table titles.

If you have multiple Company Locations, a drop-down option will be made available to choose which location you view.