Pipeline Status Report

Overview

Reports >> Pipeline Status Report

The Pipeline Status report is a graphical representation in the bar chart format to depict the number of leads assigned to a particular pipeline status. The report demonstrates a summarized and an individual bar chart report for the specified period for all selected users in the hierarchy.

To generate Pipeline status report:

1. Select user(s) from the hierarchy. You can also select a region, if you want to select user(s) from specific region.

2. Select from date.

3. Select to date.

4. Click on Submit.