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