Pipeline Report

Provides a realtime 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. You can edit the report options and save them as the default report, or save this report to a user-defined name in My Reports.

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

The report dashboard displays a bar chart (default), column chart, line chart, or text view of the pipeline data. Tap the thumbnail to display a different chart type as the main view, or zoom to view graph data.
Pipeline report details
Option Description
Period Select the period: Monthly or Quarterly.
Weighting Calculates weighted revenue based on the opportunities' chance of success. Select On or Off.
User Position If the position you choose is a sales manager position, the next two fields appear.
Sales Teams If you are a manager and you chose a sales manager for User Position, you can indicate the sales teams.
Sales Representative If you are a manager and you chose a sales manager for User Position, you can indicate the sales representatives.