PipelineDeals offers simple and powerful reports to manage and track the progress of your sales pipeline.
1. Sales Pipeline Report is a simple and quick view of your active sales pipeline
2. Notes Report- a custom activity report to show you who is contributing the most to your account
3. Source Report- a simple report to show you which sources are converting the best for you and your team
4. ROI Report- a high level report that translates the return on investment of your marketing efforts
5. Custom Reports- build, name, and save your own custom reports that pivot around your deal custom fields.
6. Deal Status Graph provides a pie chart showing your deals and their current status, as well as the Top 5 Deals for each major status red, yellow, or green
7. Deal Stage Graph provides a pie chart showing your deals and their current deal stage, as well as the Top 5 Deals for each major deal stage. Note that the Signed and Lost stages are not shown on the Top 5 chart.
8. Leads Report & Graphs - displays all of your leads, revenue associated with lead sources
9. Commissions Report & Graphs - displays commissions for any signed deals
10. Deal Milestones Report - provides easy to read traffic light status on all of your deal's milestones