Total Pipeline by Customer Detail Report
The Total Pipeline by Customer Detail report shows all the open estimates and opportunities for each customer. The projected and weighted totals for each transaction appear and are totaled for each customer. You cannot choose a date or period range for this report.
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 Total Pipeline by Customer Detail report
Go to Reports > Pipeline Analysis > Total Pipeline by Customer > Detail.
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