Pipeline reports (v1)
Business owners and sales owners can use this report to get a snapshot of revenue in the pipeline for a date range
You can see the report as a graph. To view the report in tabular format, click Data.
Column | Pipeline by owner | Pipeline by status |
Owner Name | Sales owner for the center | - |
Month | - | Month for which you generated the report |
Lead | Revenue expected from leads | Revenue expected from leads |
Prospect | Revenue expected from prospects | Revenue expected from prospects |
Active | Revenue expected from active opportunities | Revenue expected from active opportunities |
On Hold | Revenue expected from opportunities on hold | Revenue expected from opportunities on hold |
Won | Revenue expected in the pipeline from won opportunities | Revenue expected in the pipeline from won opportunities |
Lost | Revenue that was expected in the pipeline from lost opportunities | Revenue that was expected in the pipeline from lost opportunities |