Pipeline report is based on your sales predictions, as you are the one in charge of your sales.
You can now 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 stage.
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.
You can filter the report by users, quote statuses, projects, clients or quote issue dates. Additonal filters appear, when you click on the filter button.
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 in your filter bar. Select which companies' data you want to summarize and click Filter.
Advanced pipeline management is included in Scoro Premium and Ultimate plans.
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