NextStage Reports provides two complementary dashboards that help you monitor pipeline health, forecast revenue, and analyze opportunity performance. These dashboards support both executive-level visibility and detailed pipeline management.
Reports Dashboards Overview
NextStage includes two primary reporting dashboards:
Dashboard | Purpose | Best For |
Workspace Dashboard | Roll up metrics from all pipelines to show overall business health and revenue performance. | Executives • Leadership • FP&A |
Pipeline Dashboard | Provide detailed insight into a single pipeline’s opportunities, stages, and performance. | Pipeline Owners • Business Development • Capture Managers |
Workspace Dashboard
View pipeline performance across your entire workspace
The Workspace Dashboard consolidates all opportunities you have access to across every pipeline. This view helps leadership monitor pipeline health, evaluate revenue forecasts, and track overall business performance.
At a glance
High-level KPIs
The Workspace Dashboard displays key performance indicators, including:
Total pipeline value
Total won value
Win rate
Forecasted revenue
These metrics provide a quick snapshot of pipeline strength and expected revenue.
Waterfall Chart
The Waterfall Chart shows:
Booked revenue from won opportunities
Forecasted revenue from open opportunities
This visualization helps you understand how secured revenue compares to future pipeline potential.
Pipeline Value Over Time
This chart shows how the total value of open opportunities changes over time.
Use this view to:
Monitor pipeline growth
Track pipeline trends
Identify increases or decreases in opportunity value
Pipeline Dashboard
Analyze and manage a specific pipeline
The Pipeline Dashboard focuses on a single pipeline and provides detailed insight into opportunity progression, stage health, and pipeline distribution. This view helps business development and capture teams prioritize and manage pursuits effectively.
Key capabilities
Waterfall and Pipeline Value Over Time
These charts provide the same insights as the Workspace Dashboard but are automatically filtered to the selected pipeline.
This allows you to analyze pipeline health at the individual pipeline level.
Segments
Segments allow you to create reusable filtered views of your pipeline.
For example, you can:
Exclude exploratory opportunities
Focus only on qualified pursuits
View opportunities for a specific agency, contract vehicle, or capture owner
Segments help teams focus on actionable subsets of the pipeline.
Funnel Metrics
Funnel Metrics display the count and total value of opportunities in each stage.
This helps you:
Identify bottlenecks
Monitor opportunity progression
Evaluate stage distribution
Custom Breakdowns
Custom Breakdowns allow you to analyze pipeline data using any categorical field.
Examples include:
Agency
Contract Vehicle
Capture Owner
Customer
Custom fields
Custom fields created by your organization are fully supported.