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How to Use This Report

To grow your business effectively, you must understand exactly where your potential revenue is sitting at any given moment. Historically, understanding pipeline performance was difficult without manual tracking, leaving revenue forecasts invisible and stalled deals unnoticed.

The Pipeline Report solves this by providing a built-in, real-time visual summary of every active deal in your sales process. By identifying which pipelines contain the most revenue and which stages are moving or stalled, you can move away from manual spreadsheets and focus your team’s efforts on the highest-value opportunities. This report gives you the clarity to forecast with confidence and fix the specific bottlenecks slowing down your growth.

Tips to Make Sure this Report Is Effective

• Move Every Deal Through the Stages: The Total Stage Moves and Days in Stage metrics rely on real-time updates. You should move a deal to the next stage immediately after a milestone is reached, such as sending a proposal or finishing a consultation. This prevents "data bunching," where multiple moves are recorded at once, which can make your sales cycle look shorter than it actually is.

• Assign a Dollar Value to Every Opportunity: To get an accurate reading on Upcoming Revenue, every deal in your pipeline must have a projected value. Even an estimated amount is better than leaving the field blank. Without this data, the report cannot help you forecast your cash flow or prioritize high-value contracts.

• Promptly Close Out "Won" or "Lost" Deals: Your Stage Conversion rate depends on knowing when a journey has ended. If a lead stops responding or signs with a competitor, mark the deal as Lost immediately. Keeping stagnant deals in your active pipeline inflates your Total Pipeline Value and creates a false sense of security regarding your future income.

• Utilize Custom Pipeline Stages: Every business has a unique sales process. If the default stages do not match your workflow, you should customize them in your Settings. The report is most effective when the stages reflect the actual steps your customers take, such as "On-Site Estimate" or "Permit Pending."

Insights Gained from this Report

Accurate Cash Flow Projections: By monitoring Upcoming Revenue by Pipeline, you can see exactly how much money is expected to enter your business over the next 30 days. This insight allows you to make confident decisions about hiring, purchasing inventory, or investing in new equipment.

Identification of Sales Bottlenecks: The Days in Stage widget highlights the exact moment your sales process slows down. If you notice that leads are sitting in the Negotiation stage for an average of 10 days, you can create a new follow up automation to help move those customers toward a final decision.

Evaluation of Marketing ROI: Comparing your Lead Gen volume to your Closed Won rate in the Stage Conversion chart tells you if your marketing efforts are attracting high-quality leads. If you have a high volume of leads but a low conversion rate, it may be time to refine your targeting or your initial sales pitch.

Predicting the Sales Cycle: The Days to Close by Pipeline metric gives you a realistic timeline for your revenue. If you know a High-Value Deal typically takes 14 days to close while a Renewal takes 3 days, you can better manage your team's workload and set more accurate expectations for your customers.

Monitoring Sales Momentum: A steady increase in Total Stage Moves is a sign of a healthy, active sales team. Conversely, a flat line in this chart is an early warning that your leads are becoming stagnant and require a re-engagement campaign to jumpstart their interest.

Actions You Can Take from this Report

• Set up an Automation to move deals through your pipeline faster
• Revise your current setup and create additional pipelines
• Add more accurate stages to your pipelines