Deals Pipeline Report
Review deal count and value by stage.
The Deals Pipeline report shows deal volume and total value by pipeline stage.
Use it for sales reviews, pipeline cleanup, and forecasting discussions. It shows where opportunities sit now, so the report is only useful when deal stages are kept current.
Use the report to decide which deals need inspection. Forecast decisions should still be made from the deal detail page, where notes, tasks, contacts, and recent activity explain the number.
Use This Report To
- Review pipeline health.
- Find stages with too many stuck deals.
- Compare deal count against total value.
- Prepare sales reviews.
- Check whether stage movement is current.
Filters
Use date range to focus the report on deals in the period you are reviewing. This report groups by stage, so it does not use the day/week/month group-by control.
If your workspace has multiple pipelines, confirm the report is scoped to the pipeline or deal set you intended to review. Mixing unrelated pipelines can hide real bottlenecks.
Prepare Deals Before Review
Ask deal owners to update stages, values, expected close dates, next tasks, and latest notes before the meeting. The report should reflect current pipeline truth, not cleanup work that still needs to happen.
How to Read It
Compare count and value together. A stage with a low count but high value may need close attention. A stage with too many deals may show a bottleneck or stale pipeline hygiene.
Watch for stages with old deals, unusually high value, or no movement since the last review. Those are candidates for follow-up tasks, owner changes, or closing as won/lost.
Use the report as a review starting point, then open the actual deals before making pipeline decisions. The report can show a bottleneck, but the deal detail page explains why it exists.
Before A Sales Meeting
Ask owners to update:
- Deal stage.
- Expected close date.
- Deal value.
- Next task.
- Latest note.
- Linked contact or account.
Then export or screenshot the report for the meeting if you need a point-in-time record.
Follow-Up Actions
After reading the report:
- move stale deals to the correct stage
- create next-action tasks for open deals
- close deals that are already won, lost, or abandoned
- update values and expected close dates
- review stage definitions if the same bottleneck appears every week
Do not change stage names only to make the report look better. Fix the sales process or deal records first.
Forecasting Checks
When using the report for forecasting, separate high-value exceptions from normal pipeline movement. A single large deal can make a stage look healthier than it is. Open those deals and confirm probability, close date, owner confidence, and next action.
Cleanup Before Forecasting
Before using the report in a forecast:
- Remove or close abandoned deals.
- Confirm expected close dates.
- Check deal values and probabilities.
- Confirm each high-value deal has a next task.
- Review stuck stages with owners before presenting totals.
Meeting Follow-Up
After a pipeline meeting, update the deal records that drove the discussion. Add next tasks, adjust expected close dates, correct values, and move deals that changed stage. Do not leave the report as the only record of the review.
Rerun the report after cleanup so the forecast reflects the actual decisions.