Note: Legacy Reports will be sunset at the end of 2022, and are not available for net-new customers as of April 2022. Admins can use our reporting suite to track company performance.
The 'Pipeline by Owner' reports show the distribution of opportunities across your team based on opportunity close date.
For sales managers, this is a great tool to see how your team members are performing and to identify your star player.
For sales team members, this is a great tool to see how you're stacking up against the team.
The 'Pipeline by Owner Total' report
The 'Pipeline by Owner Total' report shows the value or count of pipeline opportunities per team member. These opportunities are color-coded to the pipeline stage they're in.
The page displays a bar graph followed by a table. You can always switch between multiple pipelines by selecting it in the 'Pipelines' drop-down menu.
Bar graph:The bars are color-coded to the pipeline stage they represent. Each bar represents the value each team member's opportunities by pipeline stage.
Table: Each row shows you performance stats for that specific team member, including new information like total value and total weighted value. Click on a team member's name to see their opportunities per stage.
The 'Pipeline by Owner Weighted' report
Each stage of your pipeline may have different win probability percentages. An opportunity in the first stage of your pipeline will have a lower probability of winning when compared to an opportunity that you have moved closer to your pipeline's final stage. You can customize win probability percentages when you build or edit your pipeline(s).
The 'Pipeline by Owner Weighted' report takes into consideration this win probability by taking the total value of opportunities in a specific stage in your pipeline and multiplying that by the win probability percentage associated with that stage.
The page displays a bar graph followed by a table. You can always switch between multiple pipelines by selecting it in the 'Pipelines' drop-down menu.
Bar graph: Hover over the light blue bars to see the total value of opportunities assigned to that team member, by opportunity close date. Hover over the dark blue bars to see the weighted value, or the total value of your opportunities multiplied by the win probability percentage of the stage the opportunities are in.
Table: Click on the row that corresponds to a specific team members, and you'll be shown the opportunities assigned to that team member that were included in the calculation.
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