Reports Overview


ProsperWorks Reports provide immediate access to the insights you need to run your business by turning data into actionable information!

We've organized Reports into two categories: Pipeline Reports and Sales Reports


Pipeline Reports:

Pipeline Reports give you a clear picture of the Open and Active Opportunities in your Pipeline and insightful information based on the expect 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 identify your top sources for Opportunities.

Switching between Total Value and Weighted Value is as simple as a click of a button. For more information on these reports, please take a look at these articles:

Pipeline Summary Reports

Pipeline by Assignee Reports

Pipeline Projection Reports

Pipeline by Source Reports


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 history, sales and win rate by team member, sales by Opportunity source, as well as 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


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


  • Avatar
    Jonas Kac

    Is it possible to somehow get an overview of all pipelines in the same view?

  • Avatar
    Joe Fischer

    At one point there was an activity report...has that been taken away?

Please sign in to leave a comment.