Total Pipeline by Statuses Summary Report

The Total Pipeline by Statuses Summary report shows the projected and weighted of all the open estimates and opportunities for each customer status. You cannot choose a date or period range for this report.

Only estimates that are marked to be included in forecasts appear in this report. Only opportunities that have not been converted to estimates or other transactions appear in this report.

For more information, see Estimates in the Forecast and Pipeline and Opportunities in the Forecast and Pipeline.

To view the Total Pipeline by Statuses Summary report:

Go to Reports > Pipeline Analysis > Total Pipeline by Statuses Summary.

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