Pipelines Reporting

When you arrive at the Pipeline Reporting page you will be presented with two line graphs of "Closed Revenue" and " Closed Deals" for the last 30 days. This graph displays what is won and lost. You can hover your mouse anywhere along the line to see the totals for that day. 

In the top right corner, you can select the date range of your reports. Enter a custom date by clicking in the date fields or selecting Last 30 days, This month, Last month, Last 7 days, Last 3 months, or This year. 

Below the line graph, you will see seven quick numbers. These show this month's "New Deals", "Deals In Progress", "Potential Revenue", Deals Won", "Total Revenue Won", "Deals Lost" and "Total Revenue Lost"

Next, are data blocks containing:

• Pipelines Performance(Pipeline names link to a detailed report for that Pipeline)
• Owners Performance(Owner name links to detailed report for that owner)

Detailed Pipeline Report

Detailed Owner Report