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Pipeline Reports

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

Accessing Pipeline Reports​

Reports > Sales > Pipeline submenu options:

  • Sales Pipeline Detail - Full list of active opportunities
  • Opportunity Type Pipeline - Pipeline grouped by project type

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
Opportunity TypeProject 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.

Opportunity Type Pipeline​

Groups pipeline by project type for market segment analysis:

MetricDescription
Opportunity TypeProject category
CountNumber of opportunities
Total ValueSum of estimated values
Avg ValueMean opportunity size
Weighted TotalProbability-adjusted value

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