Pipeline
Open quotations and orders by stage and value.
Overview
The Pipeline report summarises what is currently in flight so you can see expected revenue.
When to use pipeline
- Weekly pipeline review.
Step by step
In the Sales module open Reports in the green navigation bar, then choose Pipeline under Sales Performance.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.