The Sales Pipeline Report

Follow the steps below to create the Sales Financial (Pipeline) Report

You will need specific Permissions on your user account to allow you to run this report. This can be requested from a manager or director by clicking Submit a request and using the contact form at the bottom of this article.

Select the Reports tab and then select Sales Pipeline Report.

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You will then be presented with the below screen which will allow you to refine and generate the report in either a PDF and CSV format.

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The first page of the report is a summary of the average Fee percentage and total Fee amount for each office. The report will also display the Current and Exchanged sales figures, which are grouped by office.

 

 

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