Total Pipeline by Customer Summary Report

The Total Pipeline by Customer Summary report shows the projected and weighted totals of the open opportunities and estimates for each customer. You cannot choose a date or period range for this report.

Only estimates that are marked to be included in forecasts appear on this report. Only opportunities that have not been converted to estimates appear on this report.

To view the Total Pipeline by Customer Summary report:

Go to Reports > Pipeline Analysis > Total Pipeline by Customer.

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