Pipeline by stage List
Group opportunities by status and sum expected value for the active hiring pipeline.
Review pipeline, mandate decisions, activity follow-through and receipt exceptions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 40 | ||
| Qualified | 22 | 55% | |
| Proposal | 11 | 50% | |
| Negotiation | 7 | 64% |
Sample counts per stage
Group opportunities by status and sum expected value for the active hiring pipeline.
Group opportunities by owner and status to see each person's expected value and close dates.
Show opportunities under each client account with their owner and outcome.
Compare submitted, approved, rejected and completed mandates by organization and position title.
Show due and completed activities by type and parent opportunity.
Show each review decision, reviewer, source revision, date and reason.
List receipts needing review or failed with their operation key and failure reason.
Compare won dates and lost reasons across client opportunities.
Start free, then use Proto to change fields, steps and approvals before your team goes live.