Pipeline Progression Report

Our Pipeline Progression Report was inspired almost entirely by a group of early ProsperWorks users who wanted an answer to their most common sales management question: What happened to those deals we had in the pipeline last week? Or last month.. or last quarter etc. 

To answer this question for yourself:

  1. Click on the filter icon in the top right of the report to change the date range and to narrow the report down to a specific Assignee, Status, Source etc.
  2. Observe the results!

You will see the movement between stages reflected by the "comet tails" trailing behind your Opportunities. These begin at the "From" date, and end at the "To" date you set at step 1, showing you how far a particular Opportunity has progressed during this period of time. Please note the default date range is one week leading up to the current date. 

 

Color Coded:

Gray Outline - Open Opportunities

Green - Won Opportunities

Red - Lost Opportunities 

Gray (Shaded) - Abandoned Opportunities

 

You can also see the total value of your sales pipeline during this period, and the total of New, Won, Lost and Abandoned Opportunities at the top of the Report. The totals for each stage are also displayed at the top of each column.

 

 

 

 

 

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