Pipeline by Customer Detail Report
The Pipeline by Customer Detail report shows all the open estimates and opportunities. It also shows the expected close dates within the date range you select for each customer. The projected and weighted totals for each transaction appear and are totaled for each customer.
Only estimates that are marked to be included in forecasts appear on this report. Only opportunities that have not been converted to estimates appear on this report.
To view the Pipeline by Customer Detail report:
Go to Opportunities > Reports > Pipeline by Customer > Detail.
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.