NextStage Reports offers two complementary dashboards that let you zoom out for an executive view or zoom in for detailed pipeline management.
Dashboard | Purpose | Best For |
Workspace | Roll up metrics from all pipelines to show overall business health. | Executives • Leadership • FP&A |
Pipeline | Deep‑dive into one pipeline’s opportunities, stages, and segments. | Pipeline Owners and Business Development Leaders |
Workspace Dashboard
The Workspace Dashboard consolidates every opportunity you can access and surfaces the big‑picture metrics that drive revenue conversations.
At a glance
High‑level KPIs – Total Value, won bookings, and forecasted revenue
Waterfall Chart – Stack booked (won) revenue and forecasted pipeline
Pipeline Value Over Time – See how aggregate open‑pipeline value is trending
Pipeline Dashboard
The Pipeline Dashboard focuses on a single pipeline so you can diagnose stage health, prioritize pursuits, and keep the team aligned.
Key capabilities
Waterfall & Pipeline Value Over Time – Same charts as the Workspace dashboard, automatically filtered to the selected pipeline
Segments – Save reusable filters that isolate specific sets of opportunities. For example, exclude exploratory opportunities.
Funnel Metrics – View the count and value of opportunities in each stage to spot bottlenecks
Custom Breakdowns – Slice the pipeline by any categorical field such as Agency, Contract Vehicle, or Capture Owner. Custom fields are supported in Custom Breakdowns.