Pipeline Projection Reports

Pipeline Projection Reports

The Pipeline Projection Reports allow you to see the projected value of your Pipeline for a specified time frame based on the expected close date of the Open and active Opportunities in your pipeline. This report allows you to see what you are going to close this month, next month, this year, etc. Please note the default time frame is set to half a year starting with the current date. Click on the filter icon in the top right to modify the date range for close date, filter for assignee, source, tags, and much more! 

 

Pipeline Projection Total

The Pipeline Projection Total Report shows the total value of all Opportunities in your Pipeline that has an expected close date in the specified date range. Hover over the bars in the bar graph to see the breakdown value of the Opportunities in that stage. The rows beneath the bar graph will give you a clear breakdown of all the Opportunities in that specified date range with details such as Opportunities in each stage, total value and total weighted value.  Clicking on the row beneath the bar graph that corresponds to the different stages in your Pipeline will bring you to the Opportunities tab displaying the Opportunities that were calculated in that stage. 

Pipeline Projection 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 breakdown of total value of Opportunities with an expected close date in the specified date range. The lighter blue is the total value of the Opportunities in that stage, and the darker blue is the total value multiplied by the win probability percentage of that stage. Clicking on the row beneath the bar graph that corresponds to the different stages in your Pipeline will bring you to the Opportunities tab displaying the Opportunities that were calculated in that stage.

 

Multiple Pipelines

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

 

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