Pipeline by Sales Rep Summary Report
The Pipeline by Sales Rep Summary report shows the projected and weighted totals of all open opportunities and estimates. These opportunities and estimates are what each sales rep has in the pipeline. It also shows the expected close dates within a date range you define.
The projected total of a transaction is the total amount that appears on the transaction. The weighted total is the product of the projected total and the probability of close.
For more information, see Estimates in the Forecast and Pipeline and Opportunities in the Forecast and Pipeline.
To view the Pipeline by Sales Rep Summary report:
Go to Opportunities > Reports > Pipeline by Sales Rep.
A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.