1. Pipeline history.
1.1. What value this report may bring?
Pipeline history graph will help you to choose your future direction: either concentrate on working with active sales opportunities, or search for new opportunities and create them. The particular graph will also present the movement of created and closed opportunities, as well as trends.
Note: Insights module is available for Enterprise Plan users only.
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1.2. What information is displayed?
The blue column indicates sales opportunities created in this period.
Green column indicates won deals
Red column indicates lost deals.
The purple line indicates the number of sliding sales – i.e. the difference between the created sales opportunities and closed deals. If the number of sliding opportunities is 0 or close to 0 – it means that your team works effectively. In other words, they close as many deals as they create.
# | Title | Description |
1 | Full screen | Enables Full Screen |
2 | Display by quantity | The button allows to change the calculations by quantity. |
3 | Display by the value | The button allows to change the calculations by the value. |
4 | Time frame selection | Lets you choose the desired time frame.
Available time frames:
* - the latest day in the period selected is "yesterday".
** - the latest time in the period selected is "now" (accuracy in seconds). It is not available to select the time in the future. |
5 | Total value/number of deals created | The value/number of all deals created during the selected period of time. |
6 | The graph | According to the time frame selection the X axis interval ranges:
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7 | Legend |
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8 | Filter by tag | Report breakdown by tag. |
9 | Filter by user | Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
10 | Filter by pipeline | Report breakdown by pipeline. |
11 | Period | The list of time intervals. |
12 | The number/value of the deals created | The number/value of the deals created within the selected period of time. |
13 | The number/value of the deals won | The number/value of the deals won within the selected period of time. |
14 | The number/value of the deals lost | The number/value of the deals lost within the selected period of time. |
15 | The change of the deals in the sales pipeline | Total number/sum of deals created minus closed deals (lost/won). |
16 | Active deals | The number/value of open deals. |