Reporting and Analytics Learning Center


6 Is Our Overall Pipeline Healthy Enough to Meet Sales Goals?

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This tutorial shows you how to access the Pipeline analysis to determine if your sales pipeline or your team's sales pipeline is healthy enough to meet sales goals.

This analysis provides information about opportunity revenue and sales stage target revenue. By comparing opportunity revenue to sales stage target revenue, you can determine pipeline health.

How to Access the Pipeline Analysis

  1. From the Navigator menu, select Reports and Analytics.

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    The Reports and Analytics page is displayed.

  2. From the Contents pane, expand the following folders (by clicking the arrow next to each folder):

    Shared Folders
      Sales
        Analytic Library
          Embedded Content
            Opportunity and Revenue Management
    
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  3. Click Pipeline Report and select View.

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    The Pipeline analysis is displayed.

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  4. Use the View option to change the analysis' view from Funnel (the default view) to the Table or Graph view.


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