Make insightful observations & decisions by reviewing:

Lead source

When the lead was created

When it closed

Value of the business

Total number of days in the pipeline

Phase days

Industry

Activity count

Number of days since last contact

Assigned to

Region

There are 2 versions of the sales pipeline report:

1. By created date

2. By date closed

You can also calculate your win rate by downloading these reports to Excel:

Win-rate / win-ratio: Divide the number of sales opportunities converted into successful deals by the total number of opportunities available to the sales team

To access Pipeline by Created Date:

Pipeline by Closed Date:

You can filter this report by:
​Date
​Sales Rep 

Account Manager

Example of Sales Pipeline Table - click Excel to download to excel:

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