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. 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 report dashboard shows 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.
User 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 User Position, you can indicate the sales team.
Sales Representative	(Optional) If you have selected sales manager for User Position, you can indicate the sales team members.