Pipeline Value Report Overview

In addition, each stage of the pipeline provides data for the Total Value and Expected Value of all opportunities currently in that stage:  

• Total Value is the combined value of all opportunities in the stage.
• Expected Value is calculated by taking the Total Value of each of those opportunities and factoring in the Probability to Close percentage.

Configuring Pipeline Value Reports

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:
 

1. Set the desired date range in the Date menu.
2. Select the pipeline to view in the Sales Pipeline drop-down menu.
   
   Note: Clicking on the opportunities in a pipeline stage will list their names. Clicking on the opportunity names will take you to their pages in Lead Gen & CRM.
3. Select the sales representative to view in the Sales Rep drop-down menu.
4. Select the relevant tagged representatives in the Sales Rep Tag drop-down menu.
5. Select the relevant products in the Filter by Products drop-down menu.
6. Select the relevant campaign in the Filter by Campaigns drop-down menu.
7. Select the relevant tags in the Filter by Tags drop-down menu.
8. Optionally, click the Include Archived Opps checkbox to include archived opportunities.
9. Click Apply.
   
   Note: To reset report filters, click    Clear Filters.
   
   

Saving Pipeline Value Reports

To save a configured Pipeline Value report, first configure and apply report filters and then do the following:

1. Click    Options > Save Report.
   
   
   
   
2. In the Report Title text box, enter a name for the report.
3. Click Save Report.
   
   

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.

Locating Saved Reports

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:

1. Click Analytics.
2. Click Saved and Scheduled Reports in test Lead Gen & CRM's left toolbar.
   
   
   
   
3. Click the Saved Reports tab.
4. Optionally, enter a report name, subject, keyword, or other applicable search filters in the    search bar.
5. Click the name of the desired saved report.
   
   

Scheduling Pipeline Value Reports

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:
 

1. Click    Options > Schedule Report.
   
   Note: If you have already saved this report, Save and Schedule Report will instead be listed as Schedule Report.
   
   
2. Ensure that the Should this schedule be enabled? toggle is set to Enabled.
3. Enter the names of desired users or tagged groups in the Send this report to these users or tags text box.
4. Enter a subject line for the scheduled email in the Email Subject text box.
5. Enter the message that will be displayed in the email's body in the Email Message text box.
   
   
   
   
6. Select the desired report to send with the email in the Select a report to send drop-down menu.
   
   Note: By default, the Select a report to send drop-down menu will display the report you just saved.
   
   
7. Select one of the following options in the Select a time to schedule the report section:
   
      •   Send immediately: This option will force the email to send as soon as the scheduling is complete.
      •   Schedule for later: This option will allow you to send the scheduled email as many times as you want at a later date and time.
   
   
8. Optionally, click the Delete schedule upon completion checkbox to delete the scheduled report after scheduling the report.
9. Click Done.
   
   

Exporting Pipeline Value Reports

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:

1. Click    Options > Export to .PDF.
   
   
   
   
2. Save the .PDF file in the .PDF window that appears.
   
   

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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