Sales Pipeline Report

Overview

The Sales Pipeline Report displays a list of all Opportunities your company has that can be sorted by Sales Person, Opportunity Stage or Opportunity Type.

How to pull the report

1. Open the reports page by going to Quick Links menu>Reports. This report is found under the Opportunity Reports section.

2. Choose the format you wish to export this report to.

3. Set any additional filters you may want and then click the Run Report button.

Report Contents

The full list of parameters include:

• Client
• Primary Contact
• Stage
• Opportunity Type
• Lead Source
• Next Step
• Stage Value
• Close Probability
• Weighted Value (The Weighted Value Projection is the results of the Stage Value multiplied times the Close Probability percent)
• Create Date
• Stage Value

Troubleshooting

If you do not see this report in your Report suite, please notify your Administrator to request the report be enabled.