Click the Reporting link
This will take you to the Reporting section where you can view and manage your reports and analytics related to your tasks and meetings.
Loading screenshot…
100%
Shared guide
Create a pipeline snapshot report in the reporting tool
Generate a customized pipeline snapshot report in the reporting tool by selecting templates, configuring filters, and saving your report with designated access permissions for…
viktoriaGenerate a customized pipeline snapshot report in the reporting tool by selecting templates, configuring filters, and saving your report with designated access permissions for future analysis.
Step-by-step Guide12 steps
Click the Reports option
This action will navigate you to the Reports section, where you can view and analyze different performance reports related to your activities.
Loading screenshot…100%Double-click the Reports section
This action will display the reports available for review and analysis, allowing you to access various data insights and performance metrics.
Loading screenshot…100%Click the Create button
Clicking the Create button allows you to initiate the process of generating a new report within the Reports section, enabling you to customize your analytics and track important metrics.
Loading screenshot…100%Click the Create report button
This will open a new interface allowing you to configure and generate a report tailored to your specific needs.
Loading screenshot…100%Click the Search all templates box
By clicking the 'Search all templates' input box, you can begin typing to find specific report templates based on your needs. This feature helps streamline the process of locating the desired reporting format quickly.
Loading screenshot…100%Type 'pipeline' in Search all templates
Enter 'pipeline' in the Search all templates field to filter and display reports related to pipeline management, helping you locate the desired templates more efficiently.
Loading screenshot…100%Click the Report total section
This action displays the total number of deals in the selected sales pipeline stage for the designated deal owner. You can evaluate the performance and track progress over specific time frames.
Loading screenshot…100%Click the Save report button
Clicking this button will save the current report configuration and any applied filters, ensuring your selections are preserved for future access.
Loading screenshot…100%Click the Next button to proceed
This action will take you to the next step of saving your report, allowing you to finalize your selections for the dashboard.
Loading screenshot…100%Click the Save report button
This action saves your report with the selected access settings, allowing you to control who can view or edit the report.
Loading screenshot…100%Click the Save button
By clicking this button, you will finalize the report settings and save your current report with the specified access permissions.
Loading screenshot…100%