The pipeline report

The Reports page starts with the pipeline of your opportunities, computed from the history of their stage changes. Further down, the reports written by Atlas.

Depending on your plan Menu › Reports Every member, on the opportunities they can see Try it in the demo

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1. 1Owner
2. 2Period
3. 3The four figures
4. 4Open pipeline by stage
5. 5Forecast by close month
6. 6Stage conversion
7. 7Average time per stage

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• Owner: the whole organization, your opportunities, a team or a member.
• Period: last 30 days, rolling quarter or last 12 months.

The four figures

Figure	What it counts
Open pipeline	The amount and number of opportunities in an open stage, today.
Won in period	The amount of opportunities moved to the won stage during the period, with the number won and lost.
Win rate	Won divided by won plus lost in the period.
Average sales cycle	The average number of days between an opportunity’s creation and its move to the won stage.

The charts

• Open pipeline by stage: the open amount in each stage.
• Forecast by close month: the open amount sorted by month of the expected close date, over the coming months. Opportunities whose close date has passed are grouped under Overdue.
• Stage conversion: among the opportunities created during the period, the share that moved from each stage to the next.
• Average time per stage: the days spent in each stage; hovering also gives the median and the number of passes.

Partial history

Conversions and durations come from the history of stage changes. An opportunity imported or changed without a record of its stages only counts for what is known, and a banner says so.