The Pipeline report is a combination of displays presenting a snapshot of the sales function for current enterprise time period. Users can see how many opportunities are available in each step, detect bottlenecks, and spot stages in which there are insufficient opportunities.
The following data is displayed in the Pipeline report:
In the Pipeline Report funnel graph, each segment of the funnel represents a sales stage. The widest part of the funnel displays the beginning stage of the sales process. As opportunities become fewer and fewer through the sales stages, the funnel narrows. At the narrow end of the funnel are found the remaining opportunities.
The following data is displayed in the Pipeline Report Table:
Sales Stage
Quota Factor
Sales Stage Target Revenue
Opportunity Line Revenue
Average Days at Stage
Qualification
Building Vision
Agreement
Negotiation
Closed
You can access the Opportunity List by clicking on Opportunity Line Revenue in the Pipeline Report Table.
The following data is displayed in the Pipeline Report Line Chart:
Sales Stage: This is displayed along the horizontal axis
Opportunity Revenue per Sales Stage: This is displayed along the vertical axis
Sales Stage Target: This is displayed as a red line graph along the vertical axis