Less Annoying CRM logo Less Annoying CRM LACRM
Log in Sign up What is a CRM? Product tour Pricing Testimonials About us Contact us

Using the Pipeline Report

A corresponding report will automatically be created each time you create a new pipeline in your CRM. You’ll always be able to find the Pipeline Reports in the navigation bar under the Reports tab. Once you open a pipeline report, you’ll see a list of contacts/companies and their attached pipelines by status type. The default view is to view all active statuses, but you can change this view by clicking the “Filter by status” option in the page menu and selecting from the options that come up. Use the check box at the bottom of that window to change your default view. In general, we recommend keeping the default, as it provides the most complete view of your active pipelines.

There are a few other filtering options for these reports as well. Managers will be able to use the “Filter by user” option in the page menu to keep track of activity by sales reps. The “Sort by” option allows you a variety of options for sorting the list, including status, priority, most recent update, and contact/company name. You can use the "Add a filter" option to filter by custom pipeline fields, dates, groups, and other details. Combined, these various reporting options allow you to view your pipeline from any angle so that no opportunities ever fall between the cracks.

Lead Report


Still have some questions? - If this article didn’t provide all the information you need, just let us know your question below and we’ll be happy to help you!

Help us be less annoying!
If something in this article was unclear, inaccurate, or could be improved, let us know by filling out the form below.

Name
Email
Comment
Beginner's Guide
Security Center
Frequently Asked Questions
Account Management
Billing and Pricing
Contacts and Companies
Pipelines
The Calendar
Groups
Integrations
API