Pipeline by stage List
Sum expected opportunity value by status and owner.
- CRM + E-commerce for D2C
- Reports and analytics
Reports for the questions your team asks
Read pipeline value, activity progress, follow-up workload and decision history.
Overview×
CRM + E-commerce for D2C · Overview
CRM + E-commerce for D2C dashboard
This quarter
Retention follow ups in view
6Total revision
1,690Submitted
6Follow up at in 14 days
3Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 35 | ||
| Qualified | 19 | 54% | |
| Proposal | 14 | 74% | |
| Negotiation | 10 | 71% |
Expected value USD by status
Sample totals per stage
More reports
Close outcome by account Grouped
Compare won and lost opportunities under each account.
Expected close calendar List
List opportunity value and owner by expected close date.
Product interest mix List
Sum opportunity-line quantity and priced value by interest type and product.
Activity completion List
Compare open and completed relationship activities by owner and activity type.
Retention workload List
Count follow-ups by owner, follow-up date and status.
Review decisions List
Count approved, rejected and returned decisions by reviewer and decision date.
Operation exceptions List
List failed and review-needed receipts by type, actor and recorded date.
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