Sales Pipeline
The sales pipeline section will provided statistics on the number of jobs that have progressed through the sales cycle of new lead, booked, quoted and completed.
This report will provide sales pipeline statistics based on all jobs created between the date range provided where the job has been closed (Closed, Closed Lost, Closed Cancelled).
Leads
All jobs created between the date range and are now closed.
Quoted
All jobs created between the date range that had a status of Quoted and are now closed.
Booked
All jobs created between the date range that had a status of booked and are now closed.
Completed
All jobs created between the date range that had a status of completed and are now closed.