Sales Pipeline Dashboard

This page is part of our Insights Library. For more information about adding this report to your account or to see other reports, please see the library page.


Description

The Sales Pipeline Dashboard is built to show how your revenue is tracking for future years as well as your pace for the current year.

  • The Sales Pipeline panel at the top left of the dashboard shows the definite, tentative, and prospect ACTUAL revenue for all future years.
  • The Pipeline Detail pane at the top right shows the same information as the pipeline detail panel but in a more readable grid format.
  • The Pace panel on the bottom is for the user to compare the pace of bookings through this year by the booking date

Filtering

  • This report will only include active events.
  • The Revenue Pace panel only looks at definite events.
  • The Sales Pipeline and Pipeline Detail panels are based on the end date of the overall event.