Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Current »

 

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.

Quoted

All jobs created between the date range that had a status of Quoted.

Booked

All jobs created between the date range that had a status of booked.

Completed

All jobs created between the date range that had a status of completed.

 

 

  • No labels