Total Pipeline by Sales Rep Detail Report

The Total Pipeline by Sales Rep Detail report shows all the open estimates and opportunities entered by each sales rep. The projected and weighted totals for each transaction appear and are totaled for the customers assigned to each rep. 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 Sales Rep Detail report:

Go to Opportunities > Reports > Total Pipeline by Sales Rep > Detail.

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