Total Pipeline by Sales Rep Summary Report
The Total Pipeline by Sales Rep Summary report shows the projected and weighted total of open estimates and opportunities entered by each sales rep. 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 Sales Rep Summary report:
Go to Opportunities > Reports > Total Pipeline by Sales Rep.
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Drilling down to reports and transactions:
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Click names of accounts or account categories on the left side of report to collapse or expand subaccounts.
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For most record types (Accounts, Customers, Items, etc.), you can click the name on the report to drill down to the record for that entry.