This article will provide an overview of the Pipeline Value report, as well as its available features.
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Click Analytics > Pipeline Value to access the Pipeline Value report in Lead Gen & CRM's top toolbar.
The Pipeline Value report provides visual information on closing opportunities across a period of time. The Pipeline Value report is based on the expected close date for an opportunity. As such, the Pipeline Value report helps with forecasting overall sales.
The Pipeline Value report shows the following information:
In addition, each stage of the pipeline provides data for the Total Value and Expected Value of all opportunities currently in that stage:
The Pipeline Value report can be configured with data filters to show different details. You can use any or all of these filters. To configure Pipeline Value report filters, do the following:
To save a configured Pipeline Value report, first configure and apply report filters and then do the following:
Once saved, you can delete the saved Pipeline Value reports from the Pipeline Value report screen. Be aware that clicking Options > Delete Report will immediately and irreversibly delete the saved report.
Once you navigate away from the report page, the saved report and its associated parameters will be reset to their default states. To locate and access previously saved reports, do the following:
Once a Pipeline Value report has been configured, it can be scheduled to be sent via email. To schedule a Pipeline Value report configure and apply report filters, then do the following:
Once a Pipeline Value report has been configured, it can be exported as a .PDF file. To export a Pipeline Value report configure and apply report filters, then do the following:
Different web browsers or .PDF viewing programs have different means of saving, downloading, or printing a .PDF file. Refer to their help documentation for more information.
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