The Reports Tab
The Reports tab is the central hub for all your sales reporting and forecasting in Pipeline. In this newly redesigned section of the app, now known as "Views," you can gain a comprehensive understanding of the most crucial sales metrics affecting your business.



Introducing "Views"
The new "Views" feature transforms the Reports tab into a dynamic reporting dashboard. This enhancement allows you to see multiple reports on a single page, enabling quick comparisons and deeper insights across various sales metrics. "Views" simplifies navigation and makes it easier to digest complex information at a glance, improving decision-making processes for users of all levels.

With sales reporting and forecasting, you can analyze sales performance over time, compare performance among deal owners, and different types of deals, and forecast sales for individuals, teams, and your company.

Activity Report
Lists all sales activities, giving visibility into daily operations and tasks completed by the sales team.

Activity Scoreboard
Offers a high-level view of total activities undertaken by the sales team, including both won and lost deals, to gauge overall team performance.

Default Reports
Reports in Pipeline are highly customizable. However, to help you get started, we've created several pre-built default reports to assist you in analyzing common sales metrics. These default reports include:

• Deals Won: Tracks all the deals that have been successfully closed, indicating successful sales efforts.
• Win Ratio: Calculates the percentage of deals won compared to all closed deals, providing insights into overall sales effectiveness.
• Won Deals by Source: Analyzes where won deals originated, helping to pinpoint effective sales channels.
• Lost Deals by Loss Reason: Details the reasons behind lost deals, offering critical feedback on potential obstacles in the sales process.
• Deals by Stage: Displays how deals are distributed across various stages in the sales pipeline, providing a snapshot of sales progress and potential bottlenecks.
• Deals by Owners: Breaks down deals by individual deal owners, showing performance metrics and accountability per salesperson.
• New Companies: Reports on newly acquired company accounts, indicating growth and expansion in the customer base.
• New People: Tracks new contacts added into the system, essential for expanding network connections and potential sales leads

Navigate between reports using the left-side navigation. Reports are conveniently structured for streamlined navigation and organization.


Understanding the New Report Interface
The screenshot illustrates the interface of the "New Personal Report" in the Reports tab, showcasing a powerful tool for creating customized reports in Pipeline. Below are the key elements visible in the interface:

• Report Selection: You can create reports based on Deals, People, or Companies, allowing for versatile analysis across different dimensions of business operations.
• Chart Type Selection: Offers multiple chart types, including line, bar, and stacked bar, to best suit the data representation needs.
• Measure Values By: This section allows users to define the metrics for analysis and summarise values by Count, Sum, average value, or Ratio of Segments, providing flexibility in visualizing data.
• Group By: You can group data by various criteria (e.g., 'Added' in the example), which organizes the reported data according to the selected field.
• Date Range: Allows selection of the timeframe for the data being analyzed, enhancing the report’s relevance to specific time periods.
• Date Grouping: This dropdown is used to refine further how date-based data is grouped in the report.
• Breakdown Group By: This option, disabled in the screenshot, can be used to add another layer of categorization to the data, enriching the depth of analysis.
• Forecast: Extrapolate the data based on the past.

This interface is designed to provide a comprehensive tool for creating detailed and tailored reports, enabling users to analyze various aspects of their business operations efficiently.


Creating New Reports & Editing existing reports
Create reports by either modifying any default reports or starting anew.
A new report can be created by clicking on the right top "create a new report" or from the report switcher. You can quickly edit any existing report and save it as a new report.

On the left side you will find the report editing menu:

Report on - here you can select the base data on which level you want to create the report - Deals, Companies, or People

Chart Type - Customize how data is displayed through various chart types- Line, Bar, Horizontal Bar, and Pie chart. Bar charts can be stacked.

Measure value by: This option allows you to choose the metric you want to visualize. This metric dictates how the data is presented on the Y-Axis, the left-hand side of the chart. The selectable values depend on the data selection:
- Deals -Deal amount, count of Deals & any Deal custom field of type numeric, currency, or calculated field
- Companies -Count of companies & any Company custom field of type numeric, currency, or calculated field
- People-Count of People & any People custom field of type numeric or currency

The summarization options are:

• Sum of values: Sum of all the values selected
• Count: Nondistinct count of the values 
• Average of deal value: the overall average value
• Ratio of segments: value - Filter 1 divided by Filter 2 by value 
• Ratio of segments: count - Filter 1 divided by Filter 2 by count 

Group by: This option allows you to customize the organization of the data on the X-Axis, the bottom line of the chart. The options are: 

• Added
• Updated
• Closed
• Expected to close
• Owner 
• Source 
• Status
• Stage
• Pipeline 
• Loss Reason
• Revenue type
• Only the custom fields of the following type- Picklist, Checkbox, Boolean, Multiple association, and Single association

When generating reports, please know that each value in picklists and fields with multiple associations is treated separately. This means that the "Total" values might not match the sum of individual entries in the picklist or multiple associations.

For example, if you have the following entries:

• Company 1: 100
• Company 2: 120
• Company 1, Company 2: 300
• Company 3, Company 4, Company 5: 103

The graph will display the data as follows:

• Company 1: 400 (100 + 300)
• Company 2: 420 (120 + 300)
• Company 3: 103
• Company 4: 103
• Company 5: 103

This approach allows for accurately representing each value in all contexts where it appears.

If choosing a date field, a date timeframe field will appear allowing you to dial in the time period you wish to see represented in the dataset. You can choose from default time periods such as the last 30 days, this month, last month, this quarter, etc., or apply a custom date range to the report. This date range will appear on the X-axis. If you choose a monthly time period, you will see the report divided into days. If you’ve chosen quarterly, the report will be displayed by weeks. Finally, yearly reports are displayed by month. You can override this by using Date grouping and choosing the date granularity - from days, weeks, months, and years.

Breakdown Group by: Apply a secondary layer of reporting and analysis to enhance your charts

Additional Features on the Reports 

• Saving a Report: Save updates to existing reports or save them as a new report for future access.
• Renaming a Report: Update the report name directly in the report editor.
• Deleting a Report: Remove personal reports from the Reports home page.
• Exporting a Report: Export report visuals directly from the report options menu, in PDF or PNG format.

Filters in Pipeline Reporting

Introduction: Filters are a crucial feature in Pipeline's reporting system, allowing you to refine and tailor the data displayed in reports. This functionality enhances the usability of reports by enabling you to focus on specific subsets of data based on predefined or custom criteria.

Accessing Filters: Filters can be accessed from any report view within the Pipeline system. Look for the "Filters" button near the top of the report interface, located next to the "Share" and "Create Report" options.


Using Filters:

1. Open the Filters Panel:
   • Click on the "Filters" button to expand the filtering options available for the current report.
2. Choose the Filter Criteria:
   • Click on "Select". The filters are similar to the List view filters. These options vary based on the report type and the data available. You can keep on adding any relevant field to the filter.
3. Name the filter
   • appropriately name the filter, this name is also visible on the visualization. 
4. Save and Apply Filters:
   • Once you have set your filters, click "Apply" to update the report with the filtered data. This filtered view will only persist during your current session unless you save the report.

Segments
Segments are a collection of different filters. They allow you to hone in on specific portions of your data to only report on what’s meaningful to you or to apply multiple segments to draw comparisons between different cohorts. You can import any List view to the segment by clicking on "import filters"


The View Tab

Views are a collection of reports that you can analyze together.

All your views are structured in the view drop-down. A new view can be created by clicking on "Create new view"

You can add a report to any existing view by clicking on "add report" on the right top. Here you can add any existing report to the view.

You can configure any view to be the default view. This view will come up anytime when you click on "Reports". navigation item. Currently, you cannot add a view to the dashboard.


Quick Filters for the view- This filter supersedes the date settings for all reports within a view, standardizing them to the chosen date range. Regardless of the specific date criteria selected (such as Added, Updated, Closed, or Expected to Close), this date range filter will synchronize all applicable dates to the specified range. Reports that do not utilize date data types will remain unaffected by this quick filter.



Scheduling
Scheduling reports in Pipeline allows users to automate the delivery of key business insights at regular intervals. This feature is designed to save time and ensure stakeholders receive timely updates without manual intervention. It's located next to the "add report" button.


Setting Up Scheduled Reports: Follow these steps to schedule a report in Pipeline:

1. Setup the Schedule:
   • Open the view you wish to schedule and locate the "Schedule" button,  found at the top right of the report interface.
2. Configure the Schedule:
   • Send every defines the frequency of delivery- choose how often you want the report to be generated. Currently, We only support weekly email reports. You can choose from the option of the day to deliver the view.
   • Time: Set the specific time of day you prefer the view to be sent.
   • Recipients: Enter the user names of those who should receive the report. You can include anyone who has a valid Pipeline CRM account. Please note that the recipient will receive the same data as the view owner, so they may see some data that they usually don't have access to in the CRM
   • You can choose between PDF or PNG file type to be attached to the email. 
3. Save and Activate:
   • Review all settings and click "Enable" to activate the scheduled report. 

Please note that only the owner of the view can schedule the report. If you are not the owner, create a duplicate view and then create a schedule.

The schedule is only available for the accounts on the "Grow Plan"