The pipeline report is based on your sales predictions, as you are the one in charge of your sales. You can define closing probability rates for each stage in your pipeline and set an estimated closing date for each deal. Based on this, the pipeline report will show weighted averages for future months by stages. Thanks to that, you can be so much better in forecasting and you’ll always know whether there are enough opportunities in your sales pipeline.
To get started with the report, go to Settings > Site settings > Statuses and set a probability percentage for quotes under each status in your sales pipeline. Read more on statuses.
When creating a new quote for a customer, also set an estimated closing date for the quote – how soon you think you’ll be able to close the deal.
Go to Reports > Pipeline report to see the report.
In addition to the estimated sum of quoted services by different sales stages, you can track your sales funnel based on quoted margin (if active on your site), the number of quotes issued and the custom fields (filterable number fields) used on quotes (e.g. Monthly fee, Number of users, etc.).
The first number on each row indicates the actual value (the actual number of quotes, actual quoted margin or total sum). The second number shows the probable value, the estimation for each sales stage. Just click on it to get to the filtered list of quotes for detailed information on the related sales deals.
You can filter the report by users, quote statuses, projects, clients or quote issue dates. Additional filters appear when you click on the filter button.
Note! You can also create a summarized pipeline report based on the data under various company accounts. If you have access to different company accounts, the company filter is visible on the filter bar. Select which company data you want to summarize and click Filter.
Advanced pipeline management is included in Scoro Premium and Ultimate plans.
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