Pipeline and Sales Reports Overview


Copper's pre-built pipeline and sales reports provide immediate access to the insights you need to run your business. 

We've organized the reports into two categories: Pipeline reports and sales reports. The pipeline reports give you an overview of what's happening with your open opportunities, while the sales reports help you analyze what's been closed.

Professional and Business subscribers will also have access to the 'Activity by User' report on the same page.

Watch a quick overview video on Pipeline and Sales Reports:

Understand the pipeline reports

Pipeline reports give you a clear picture of the open and active opportunities in your pipeline, based on the expected close dates. You can see a summary of your pipeline by stages, the distribution of opportunities across your team, the projected value of your upcoming pipeline, as well as your top sources for opportunities.

For each theme (summary, assignee, projection and source) we'll show you reports based on total value and reports based on weighted value, or the total value of your opportunities multiplied by the win probability percentage of the stage the opportunities are in. To review these reports individually, click the article links below:

Pipeline Summary Reports

Pipeline by Assignee Reports

Pipeline Projection Reports

Pipeline by Source Reports

Understand the sales reports

Sales Reports provide a summary of opportunities that have been won, lost, or abandoned within a specified date range. These reports allows you to see yours sales performance forecast; history; sales and win rate by team member; sales by opportunity source; and your most common reasons for lost opportunities.

For more information on these reports, please take a look at these articles:

Sales Forecast

Sales History

Sales by Assignee

Sales by Source

Sales by Loss Reasons

Access the pipeline and sales reports

Sign into your Copper account, and click 'Reports' from the lefthand menu.

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

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