The Sales Pipeline Report summarizes opportunity count, value, stage distribution, conversion metrics, and sales rep performance.
What this report is for
Use Sales Pipeline Overview when you need a higher-level view of pipeline health across stages and sales reps. This report is separate from the interactive Pipeline screen and is intended for analysis and PDF export.
Screen path
Dashboard > CRM > Reports > Sales Pipeline Overview
The screen title is Sales Pipeline Report.
Filters
| Filter | Values |
|---|---|
Time Period |
Current Quarter, Current Year, Last 30 Days, Last 90 Days, All Time |
Sales Rep |
All Sales Reps or one user. |
Report sections
| Section | What it shows |
|---|---|
| Summary cards | Total opportunities, pipeline value, closed-won value, and win rate for the filtered data. |
Pipeline by Stage |
Count, value, and average value for each stage. |
Conversion Metrics |
Win rate, loss rate, and active percentage. |
Sales Rep Performance |
Total, won, lost, active, won value, and total value by sales rep. |
PDF export
Use Export to PDF to open a PDF report in a new browser tab. The PDF includes a pipeline summary, stage table, and opportunity detail sample. If more than 20 opportunities match, the PDF notes that it is showing the first 20.
What happens behind the scenes
The report loads opportunities and users, then filters the data in the browser.
For current quarter and current year, the report includes opportunities with either expected close dates or created dates in the selected period. Last 30 and last 90 days use created date.
Running or exporting the report does not update opportunities, activities, quotes, orders, invoices, or accounting.
Troubleshooting
A recent opportunity is missing
Likely cause: The selected period may not include the opportunity's created date or expected close date.
Safe fix: Change Time Period to All Time and check the Sales Rep filter.
Contact support if: The opportunity is visible in Pipeline but never appears in this report.
Win rate is zero
Likely cause: The filtered data has no closed won or closed lost opportunities.
Safe fix: Expand the period or include sales reps with closed opportunities.
Contact support if: Closed opportunities are included but win rate does not calculate.
PDF does not open
Likely cause: The browser blocked the new PDF tab.
Safe fix: Allow popups for PAX and try Export to PDF again.
Contact support if: The report works on screen but PDF export fails.