The Opportunity Pipeline Stats report uses your company's Opportunities as the basis for the stats. This report can be used, for example, to get a sense of upcoming revenues and to see how your reps are performing.
Let's walk through an example. We'll run the report for the month of July by using these options:
The report that was generated is shown below. These opportunity statistics are shown by rep:
- Total Opps column: this includes opportunities that were created prior to July 1 (the report "from date") and are still open as of the report "from date", or were created during the report period ("from date" = July 1, "to date" = July 31).
- "Probable $" is calculated as a percentage of Opportunity Total $ based on the stage each opportunity is in; when you define your opportunity stages (in Tools->Maintain Drop Down Values), you assign a percentage to each stage.
- Opps Won and Win % columns: this includes opportunities that were closed and won during the report period.
- Opps Lost and Lost % columns: this includes opportunities that were closed and lost during the report period.
- In Process column: this includes opportunities that are in an open status that were created prior to or on the report "to date".
- "Probable $" is calculated as a percentage of Opportunity Total $ based on the stage each opportunity is in; when you define your opportunity stages (in Tools->Maintain Drop Down Values), you assign a percentage to each stage.
General info about Opportunities:
- An opportunity can be attached to either a lead or a customer (a lead is someone you're working with in the hopes of getting them to become a customer). You might set up an opportunity for an existing customer, for example, if you have a current customer who only sells one or two of your product lines, but you are trying to get them to pick up another one of your product lines.
- Contact notes can be attached to a specific opportunity.