Sales Pipeline Report

Learn about your filtering and column options within the generated version of the Sales Pipeline Report

Navigate to your Venue > Reports & Budgets > Reports

Sales Pipeline Report allows you to generate the prospective, tentative and confirmed probability of business based on a percentage of what business you currently holding on a particular date of interest.

You are able to apply the following filters and show/hide each column to find the data set required.

Columns

Status (Confirmed /
Prospective / Tentative)

Month

Total

Filters

Data From Date

Prospective Probability (%)

Tentative Probability (%)

Confirmed Probability (%)

Exporting/ Printing your Report

Once you have adjusted your Set Columns the report can be printed or exported by clicking the Export or Print Page button located on the top right hand side at the table.