Pipeline Value by Stage Grouped
Where does the expected USD value sit across the sales lifecycle?
From Account scope
- Small Business CRM
- Reports and analytics
Reports for the questions your team asks
Understand the sales pipeline, overdue customer promises and evidence behind reviewed outcomes.
Overview×
Small Business CRM · Overview
Small Business CRM dashboard
This quarter
Follow up commitments in view
6Total estimated value
2,670Submitted
6Due at in 14 days
2Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 36 | ||
| Qualified | 8 | 22% | |
| Proposal | 3 | 38% | |
| Negotiation | 1 | 33% |
Expected value USD by status
Sample totals per stage
Questions to answer
Expected Closing Review List
Which open opportunities need attention before their expected closing dates?
From Account scope
Probability-Weighted Pipeline Grouped
What do the recorded probabilities imply for the current sales estimate?
From Account scope
Commitment Workload Grouped
Which customer promises await review or completion, and when are they due?
From Account scope
Follow-up Completion Timing List
Was a reviewed promise completed by its due date, and when was the decision recorded?
Activity Follow-up Register List
Which due activities still have no completion date?
Reviewed Customer Outcomes List
What evidence supports Won or Lost while retaining the earlier expected value?
Independent Decision History List
Who decided the submitted revision and what reason did they record?
Operation Evidence Register Grouped
Which action claims still need evidence or a discrepancy resolved?
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