Pipeline reports
Get a clear view of how records move through your pipelines with purpose-built Pipeline reports. Understand conversion, velocity, and movement through each stage of your process.
What you will learn
Types of Pipeline reports
Explore Funnel, Time in Stage and Stage Changed reports and when to use each.Tracking conversions
Use Funnel reports to measure win or loss rates and identify drop off points.Measuring time in stages
Use Time in Stage reports to see how long records spend in each stage to spot delays or inefficiencies.Analyzing stage changes
Use Stage Changed reports to track how many records move into key stages over time, like closed won.
