Understanding the Opportunity Pipeline

The opportunity pipeline is a real-time view of an organization's current sales activities. It is based on opportunities only. Leads are not included in the pipeline.

The pipeline does not include opportunities with an inactive status. Pipeline charts include activity from closed-lost opportunities as negative activity or leaks.

PeopleSoft Sales enables you to view the following types of information:

Segment pipeline.

This pipeline reflects current activity based on opportunities with an open status. This perspective is not constrained by time frame or period. Opportunities with the status of inactive, closed-won, or closed-lost are not included in this perspective.

Segment pipeline types include:
- Opportunity count
- Revenue
Opportunity Revenue pipeline.

This pipeline represents estimated revenue, based on opportunities with open, closed-won, or closed-lost status.

Opportunity Revenue pipeline types include:
- Revenue
- Shadow
Product Detail pipeline.

This pipeline represents product activity based on opportunities with open, closed-won, or closed-lost status.

Product Detail pipeline types include:
- Unit count
- Revenue
- Shadow

Use pipeline types to configure different perspectives of the specified pipeline. Pipeline types include:

Opportunity count.

This pipeline type reflects the total number of opportunities.
Revenue.

This pipeline type represents estimated revenue based on allocation percentages of the opportunity sales teams.
Shadow.

This pipeline type represents estimated revenue based on shadow percentages of the opportunity sales team members.
Unit count.

This pipeline type reflects product quantities for current opportunities.

Note: You cannot save real-time views of dynamic data. Therefore, if you need to preserve a particular pipeline view, use the screen capture or print function that you use to capture or print an image of the computer screen. Alternatively, you can produce a list of the opportunities that make up the pipeline by clicking the Pipeline Opportunity List button and downloading the data to a spreadsheet.