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Pipeline Reports

Filtered Data

This report is filtered based on your division settings:

  • Function: Operational
  • Work Type: Full Project

Pipeline reports help you analyze your active sales opportunities, forecast revenue, and identify deals that need attention.

Accessing Pipeline Reports​

  • Sales Pipeline Detail - Full list of active opportunities
  • Division Pipeline - Open pipeline grouped by division. It is listed under Reports > Sales using your company's label for divisions, e.g. Division Pipeline.

Sales Pipeline Detail​

Key Columns​

ColumnDescription
ProjectProject name (linked to details)
ClientContact name
Sales StageCurrent pipeline stage
SalespersonAssigned sales rep
Estimated ValueExpected contract amount
ProbabilityLikelihood of closing (%)
Weighted ValueValue × Probability
Days in StageTime at current stage
Expected CloseTarget close date

Available Filters​

FilterDescription
Sales StageFilter by specific stages
SalespersonIndividual or team view
DivisionProject category
Date RangeExpected close date range

Weighted vs. Unweighted Value​

Unweighted Value: Sum of all estimated contract values in pipeline.

Weighted Value: Adjusted by probability at each stage.

Weighted Value = Estimated Value × Probability %

Example: A $100,000 project at 50% probability = $50,000 weighted value.

Division Pipeline​

Shows how much open work each division (opportunity type) has in the pipeline. It counts open projects that are not marked non-sale, excluding service orders.

Chart​

  • Bars: total Predicted Budget per division (left axis)
  • Line: number of open projects per division (right axis)

Hover over a division to see its exact values.

Table​

ColumnDescription
DivisionThe division. The heading uses your company's label for this field.
ProjectsNumber of open projects
Predicted BudgetSum of the projects' predicted budgets

The TOTAL row sums both columns. Click a column heading to sort. Click Export CSV to download the table.

Filters​

FilterDescription
Sales PersonOnly projects assigned to this sales person
Division / Function / Work TypeLimit the divisions shown
Division, Function & Work Type filters

The Division, Function, and Work Type filters appear only for companies that classify their divisions (using more than one function or work type). See Divisions for how these classifications are configured.

The three filters are combined: a project is included only when it matches every filter at once. For example, selecting the Handyman (Internal) and Design Build (Operational) divisions together with the Internal function shows Handyman only — it is the sole division that satisfies both.

Leaving a filter blank places no restriction on that dimension, so it reads as "All". Selecting Internal for Function with Division and Work Type blank gives the entire Internal compartment.

Drilling Into a Division​

Click a division's bar or its name in the table to open the Open Projects report filtered to that division's open projects.

  • Only Operational, Full Project divisions can be opened this way, because the Open Projects report covers only those. Other divisions appear without a link.
  • The Open Projects report also includes projects marked non-sale, so its list can be a little longer than the count shown here.
  • The sales person filter is not carried over, because Open Projects' User filter also matches inside sales, estimators and designers.

Pipeline Health Indicators​

Healthy Pipeline Signs​

  • Balanced distribution across stages
  • Projects moving through stages regularly
  • Reasonable time in each stage
  • Mix of opportunity sizes

Warning Signs​

  • Projects stuck in stages too long
  • Heavy concentration in early stages
  • Few opportunities near closing
  • Aging expected close dates

Pipeline Velocity​

Track how quickly deals move through stages:

StageTypical Duration
New Lead1-3 days
Qualified3-7 days
Appointment Scheduled7-14 days
Proposal Sent14-30 days
Negotiation7-21 days

Actual durations vary by company and project type.

Export Options​

Click Export CSV to download pipeline data for:

  • Forecasting spreadsheets
  • Management reporting
  • CRM analysis

Common Use Cases​

  1. Weekly pipeline review: Identify stuck deals and next actions
  2. Forecasting: Use weighted values for revenue projections
  3. Resource planning: Understand upcoming workload
  4. Sales coaching: Review individual pipelines with reps

Tips​

  • Review pipeline weekly to catch stalled deals early
  • Update expected close dates to maintain accuracy
  • Move deals to Lost rather than leaving them stale
  • Set stage-appropriate probabilities for accurate weighting