Pipeline Reports

There are a number of sales pipeline reports which enable you to see your pipeline sorted and grouped by stage, type of project or sales rep. You can view these reports directly from the Pipeline Detail page (from within the How-Do-I box), or you can select one of the Sales Forecasting reports (under Reports... All Reports).

• Revenue Pipeline Detail. This report displays a 6-month view of each of the opportunities in your pipeline. You can choose to include WIP or not, and you can sort the data as outlined above.
• Revenue Pipeline Summary. This report is the same as the detail report, but it shows total pipeline dollars (instead of breaking the information down month-by-month).