Sales Pipeline Report

The Sales Pipeline report provides a comprehensive summary of the pre-sales performance for both you and your team. Assess the total number and budget amount of opportunities, presentations, and estimates that have been generated.

 

On this page:

Accessing the Sales Pipeline Report

Filters

Include inactive reps

How to pull a report

How to sort a report

How to create a custom report

How to load a custom report

Totals

Managerial reports

CSV exports

Accessing the Sales Pipeline Report

To access the Sales Pipeline Reports:

1. Click into your Reports tab
2. Select Sales Pipeline

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Filters

Each report contains the following filters:

• Rep Type
• Rep Name
• Date

To select a report, click on the Rep type toggle and make your Rep Name and Date selection.

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Include inactive reps

Select the rep status to "All" to include inactive client or order reps in your reporting.

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How to pull a report

Once you have selected your report filters, click Get Report.

To reset all of your filters, select the Red X icon.  

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How to sort a report

Once you have pulled a report, click on a column title to sort that column by alphabetical or numerical order.

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How to create a custom report

You can save specific Search filter selections and create your own custom Sales Pipeline reports. Your saved reports are only available under your login; they are not shared across your entire team.

Learn how to:

• Create a custom report
• Delete a custom report

To create a custom report:

1. Select your preferred filters on the Search tab
2. Click Actions > Save Report
3. In the "Save Report" pop-up, enter a report name
4. Click Save

To  delete a custom report:

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click the    icon next to the report you want to delete
4. In the "Are you sure you want to delete the saved report?" pop-up: Click Delete

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How to load a custom report

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click Load

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Totals

The Sales Pipeline Report's totals box above displays the:

• Count and budget of opportunities
• Count and budget of presentations
• Count and budget of estimates
• Total number of rows (number of pre-sales forms

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Managerial reports

Here is an example of the information you can get from your Sales Pipeline Reports:

• Open pre sales
  
  

  The open pre-sales report shows your team's open opportunities, presentations, and estimates.

  To pull an open pre-sales report:

  1. In the Sales Pipeline Report, select the filters Rep Type: Order Rep or Client Rep, Rep Name (optional)
  2. Click Get Report
  3. Refer to the open pre-sales each rep is working on

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CSV exports

After you've pulled a report, click Actions > Export to export a CSV file of the report details.

CSV exports make it easy to organize large amounts of data. 

The Sales Pipeline Report's CSV export contains the following:

• Sales Rep
• Sum of open opportunities 
• Sum of open presentations
• Sum of open estimates
• Value of the open opportunities' budgets
• Value of the open presentations' budgets
• Value of the open estimates' budgets

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