Pipeline By Source Reports

Pipeline By Source Reports

Pipeline By Source Reports helps you identify your top Opportunities sources that yield the most successful Opportunities. This will help you prioritize these higher quality Opportunities and also tell you what sources to invest in further! Pipeline By Source Reports allow you to see an overview summary of your Pipeline by Opportunity source based on Opportunity close date. Please note the default time frame is set to three months starting with the current date.

 

Pipeline By Source Total:

Pipeline By Assignee Total shows the total of all Opportunities in your Pipeline distributed across your Opportunities Sources based on Opportunity close date in the specified date range. Hover over the bars in the bar graph to see the total value in that stage for that Opportunity source. Clicking on the rows beneath the bar graph that corresponds to the Opportunity sources will bring you to the Opportunities tab displaying the Opportunities that came from that Opportunity source and has an Opportunity close date in the specified date range which were included in that calculation.

 

Pipeline By Source Weighted:

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 through your Pipeline to the final stages. You can customize these win probability percentage by going to System Settings > Pipelines (under Customize ProsperWorks) > Click the edit icon next to the Pipeline you wish to customize. The Pipeline Summary Weighted report takes into consideration this win probability by multiplying the total value of Opportunity in a specific stage in your Pipeline and multiplying it against the Win probability percentage associated with that stage. 

Hover over the bars in the bar graph to see the break down of the total value (lighter blue) of the Opportunities that came from that source with close dates in that specified time frame, and the weighted value (darker blue) which is the total value of those Opportunities multiplied by the win probability percentage of the stage it is in. Clicking on the rows beneath the bar graph that corresponds to the Opportunity sources will bring you to the Opportunities tab displaying the Opportunities that came from that Opportunity source and has an Opportunity close date in the specified date range which were included in that calculation.

 

Multiple Pipelines

You can switch between Pipelines by selecting it in the Pipeline drop-down menu:

 

 

 

 

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