Pipeline Reports
Pipeline reports help you understand how deals flow through your sales process and where bottlenecks exist.
Pipeline summary
The summary view shows:
- Total deals — Number of active deals across all stages
- Total value — Sum of estimated deal values
- Average deal size — Mean value per deal
- Conversion rate — Percentage of leads that reach Closed Won
Stage breakdown
A bar chart shows how many deals sit in each pipeline stage. Look for:
- Bottlenecks — Stages with an unusually high number of stalled deals
- Leaks — Stages where deals frequently move to Closed Lost
- Velocity — How quickly deals move through each stage
Deal velocity
Deal velocity measures the average time a deal spends in each stage:
- New to Contacted: target under 24 hours
- Contacted to Showing Booked: target under 7 days
- Showing Booked to Offer Sent: target under 14 days
- Offer Sent to Closed: varies by project timeline
If your average time in the "Contacted" stage is over 48 hours, you are likely losing leads to faster-responding competitors. Set a team goal to contact every new lead within 4 hours.
Agent performance
If you have a team, pipeline reports break down performance by agent:
- Deals per agent
- Conversion rate per agent
- Average deal value per agent
- Response time per agent
Exporting reports
Export pipeline data as CSV for use in spreadsheets or presentations. Go to Admin > Analytics > Pipeline and click Export.
Was this article helpful?
Related Articles
Managing Contacts in the CRM
How to add, view, edit, and organize contacts in your CRM.
CRM & Lead Management
Understanding Pipeline Stages
How to customize your sales pipeline to match your workflow.
CRM & Lead Management
Lead Scoring and Intelligence
How automatic lead scoring ranks your contacts by engagement and intent.
CRM & Lead Management