Pipeline by Status Summary Report

The Pipeline by Status Summary report shows the projected and weighted pipeline amounts totaled for each customer status.

The pipeline amounts on this report include open opportunities and estimates with expected close dates within the date range you choose on the report.

The weighted total of an opportunity or estimate is the product of the transaction 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 Status Summary report:

Go to Opportunities > Reports > Pipeline by Status Summary.

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Note:

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.

Related Topics

General Notices