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Report Basics
What reports are available in PipelineDeals?
Can I filter my sales pipeline reports?
How do I sort my data in reports?
Can I create my own report?
Can I save searches or reports?
Can I export my report data to Excel?
Can I report on my Sources?
Can I see an ROI Report?
Can I report on the activity of my team?
Can I report on sales commissions?
Can I do milestone reporting for my team?
Are sales pipeline charts and graphs available?
Sales Pipeline Reports
Which users should use the pipeline reports?
Who owns which deals? And how many $ are in their sales pipeline?
Which deals are closing soon? Which are past due and need attention?
Which deals are my largest in terms of dollars?
Which deals in my pipeline are green, red or yellow status?
Notes Report
What is the Notes Report?
How do I use the Notes report and what does it do?
How do I search my Notes report?
How do I review all notes written for a specific Deal?
Milestone Report
What is the Deal Milestones report?
How are the red, green and yellow status indicators determined?
Can I find milestones associated with a specific user or for a specific deal?
Custom Reports
Can i build a custom report?
How do I build a Custom Report?
How do I filter Custom Reports?
Can I export Custom Reports?