Sales Force Pipeline by Close Month Report
Sales Force Pipeline by Close Month
Report Parameters
Selected report parameter information displays below the title of the report.
Parameter Name | Required | Description |
---|---|---|
User | Optional | Choose the specified user you want to run this report on from the drop-down list. |
Stage | Optional | Choose the specified stage you want to run this report on from the drop-down list. |
Opportunity Type | Optional | Choose the specified opportunity type you want to run this report on from the drop-down list. |
Close Date Start | Optional |
Choose the specified close date start you want to run this report on from the date text box. |
Close Date End | Optional |
Choose the specified close date end you want to run this report on from the date text box. |
Report Fields
This report can produce output in a browser window (HTML) or as a PDF containing the following information:
Column Name | Description |
---|---|
Close Month |
Lists the close month. |
Sales Person |
Lists the sales person name. |
Account Name |
Lists the account name. |
Opportunity |
Lists the opportunity name. |
Stage |
Lists the pipeline stage. |
Forecasted Sale |
Lists the forecasted sale amount. |
Probability (%) |
Lists the probability percentage. |
Expected Revenue |
Lists the expected revenue amount. |