Pipeline Reporting Wizard

The Pipeline Reporting Wizard is a great way for Admins to setup sales pipeline reporting.  Click on the Pipeline Reporting Wizard link.  The wizard window will pop-up with the options to add a new pipeline.

Click on the Add New button to create a new Pipeline. 

The Pipeline Reporting Details window will come up.

The following fields are now available to setup to generate for reporting stats.

• Pipeline Name:  This is the given pipeline name to reference.  Type in a given name.
• Pipeline Tab:  This is the module selected
• Filter:  Use the Add Filter button to create a filter of the criteria.
• "Won" Field:  These are the selected fields that indicate sales that were "won".
• "Lost" Field:  These are the selected fields that indicate sales that were "lost".
  
  
• Budget:
  • Budget Tab:  The module to select for budget fields.
  • Start Date:  This is the start date time for when to begin.
  • End Date:  This is the end date time for when to end.
  • Description:  The description of the budget fields.
  • Budget:  The fields that indicate what the budget is set.
• Revenue:
  • Revenue Tab:  This the module to select for the revenue.
• Fields:
  • Phase Field:  
  • Amount Field:
  • Assigned Field:
• Statistics:  You will be able to create stats by clicking the Generate Stats button on the right once all the criteria are set.
  • This will display the statistics from your pipeline that you have created to check if you are reaching your sales goals.