Running the Order Pipeline report can be very helpful when you want to view of capture the results of the opportunities that exist in your Order-based Pipelines.
The Order Pipeline report can be found under your Reports menu the left side of the page.
The Order Pipeline report can be filtered by important customer, job or intel data.
NOTE: To filter by a specific Order-based Pipeline/State, you will find this option under the 'Job Filters' section.
At the bottom of the page, you can see the Total Jobs, Total Value of those Jobs, and the Total Weighted Value/Win Percentage of those Jobs. These sections will adjust to reflect totals based on the results that are being filtered for.
If you have any questions related to the Order Pipeline Report, please send us a chat!
To Learn More about Pipelines, Click Here!