BPM Standard Reports Guide

Sales Pipeline

This section describes the fields and descriptions on the Sales Pipeline report.

The Sales Pipeline report displays the total sales estimate in the pipeline, distributed over the current quarter and the three upcoming quarters. Quarters are based on calendar months, not on fiscal periods. The closing date or expected closing date of the individual opportunity determines the quarter in which the sales estimate is categorized. The current quarter is the calendar quarter of the given statement date.

  • You can drill down on the No & Name column to the location, phase, or opportunity level.
  • The Sales Estimate Total column links to the Opportunities report.

The report corresponds to the universe report of the same name.

Column Description
No & Name This column displays the number and name of the current drill-down level. The drill-down levels are:
  • Company
  • Location
  • Phase
  • Opportunity
Sales Estimate, Total This column displays the total sales estimate on opportunities.
Sales Estimated Weighted This column displays the total sales estimate on opportunities, individually weighted by the probability of the opportunity.
Qn YYYY This column displays the total sales estimate of opportunities closed or expected to close in the current calendar quarter. n is the current quarter and YYYY is the year of that quarter.
Qn+1 YYY This column displays the total sales estimate of opportunities expected to close within the next quarter. n+1 is the quarter after the current quarter and YYYY is the year of that quarter.
Qn+2 YYYY This column displays the total sales estimate of opportunities expected to close two quarters from the current quarter. n+2 is the quarter that is two quarters from the current quarter and YYYY is the year of that quarter.
Qn+3 YYYY This column displays the total sales estimate of opportunities expected to close three quarters from the current quarter. n+3 is the quarter that is three quarters from the current quarter and YYYY is the year of that quarter.
Total This column displays the total sales estimate of opportunities expected to close in the specified four quarters.