Get control of your pipeline here, find out how it’s weighted and how your opportunities are balanced.
Find out the size of your pipeline as well as your colleagues. See the total value for your team and the distribution for each user. You can tell if you are heavy in either side of the process and if any part of your pipeline needs attention to keep you balanced. Find out the average values of the deals in your pipeline and the weighted value of it.
See how your team is performing, find out if they have a pipeline with enough value and if that pipeline is heavy in a certain stage. You can see the value of the team combined and for each member of the team.
By pressing a user you’ll be able to show the opportunities that make up that members pipeline. You can tell the weighted value of the pipeline, the deals average value and the distribution for the different stages in your account.
You can group the opportunities per user, company and stage. This makes the bar chart show the combined opportunities for each grouping.
You have some filters to help you achieve the desired reports. They will all refer to opportunities so that if you take a range of dates you will get all opportunities within that date, no matter what grouping you are using. If you filter a product you will get all opportunities containing that product.