Pipeline Report

Provides a real-time snapshot of expected or weighted revenue and revenue targets in your sales pipeline.

Select Analytics from the home screen, then select Pipeline Analysis to display this report with the default settings. If you are running this report for the first time, select your user position. You can edit the report options and save them as the default report, or save this report with a user-defined name in My Reports.

Mobile Sales determines the value for Difference using this calculation: Won + Expected – Target. If Difference is a negative value, it appears as 0 (zero) on the graph.

The Pipeline Analysis report is a bar chart that, by default, shows the won, expected, and target sales revenues per month for a three-month period.

Pipeline Report Details
Option	Description
Name	Enter a name for the report.
Period	Select the period: Monthly or Quarterly.
Weighting	Calculates weighted revenue based on the opportunities' chance of success.
Position	Select your position. If you are a manager and have appropriate permissions, specify Sales Manager for the next two fields to appear.
Sales Team	(Optional) If you have selected sales manager for Position, you can indicate the sales team.
Sales Team Member	(Optional) If you have selected sales manager for Position, you can indicate the sales team members.