Sales Pipeline

Premium Feature: This is a premium feature and may not be available on all plans. To access this feature, please upgrade to a supporting plan.
 

 

About the Sales Pipeline report


Sales Pipelines are an important part of managing a healthy sales team, even if that team is a team of one. Knowing who you quoted, for how much and when you expect to close the sale helps you plan for staffing, production, and, most importantly, cash flow.

When you quote your customers, you can specify an "expected invoice date” for when you think your sales will close, that is, when you think your customer will accept your quote and the quote will turn into a sale (invoice). Expected dates may vary from customer to customer and will sometimes be just your best guess.

The Sales Pipeline report lists all of your customers who open quotes and it organizes the quote totals by the expected date you specified on the quote. The report helps you look into the future and forecast your upcoming sales.

Use the Sales Pipeline report to:

  • Monitor your quotes and future sales activity to keep money flowing in
  • Quickly access a customer's phone number so you can be proactive about getting orders

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Viewing the Sales Pipeline report


To view the Sales Pipeline report:

  1. Click the Reports tab.

  2. Under Sales Reports, click Sales Pipeline Report.

The report will display automatically.


When you see the report on the screen, you can:

  • Click a contact name to view the contact record for the company or individual so you can see their full account history, including a list of your customer's open quotes.

  • Click the print icon to print the report.

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Reading the Sales Pipeline report


The Sales Pipeline report lists all of your customers who have open quotes and it organizes the quote totals by the expected invoice date you specified on the quote. This report helps you look into the future and forecast your upcoming sales.


Quotes are grouped according to the following date ranges:

None or Past

Quotes that have moved past the "Expected Invoice Date" or do not contain an expected date appear in this column.

1-30

Quotes in this column are expected to be accepted/converted to invoices within the next 1-30 days.

31-60

Quotes in this column are expected to be accepted in 31-60 days.

61-90

Quotes in this column are expected to be accepted in 61-90 days

90+

Quotes here are expected to be accepted in over 90 days.


Tips for using the report:

  • The total in any column for a customer could represent one or more quotes. Click the name of the customer to go to their contact record and check the Quotes list to see the quote detail.

  • WorkingPoint has added the customer's phone number (if available in the contact record) next to the their name in the Customer column. This handy bit of information on the report makes it easy to follow up with your customer and check on the status of the sale.

  • Once a quote has moved past the expected date of acceptance, the total of the quote is moved to the "None or Past" column. Once you see a total in this column, you'll know it's time to follow up with your customer.


Note: Once a quote has been turned into an invoice, it no longer appears on the Sales Pipeline report because it is now an official sale! Congrats!

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