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Dashboard Pipeline
Dashboard Pipeline
Clayton avatar
Written by Clayton
Updated over a week ago

The Pipeline is located on the Dashboard and gives you a total of all your un-sold projects at a quick glance. 

The 'Total Pipeline' is a sum of all the un-sold projects (Opportunities, Estimates, and Proposals). 

The 'Projected Pipeline' takes the same number involved in calculating the 'Total Pipeline' and weights them based on the confidence factor (probability %) that they will sell. 

'Closing in 30 Days' refers to the projects in a pipeline stage that have a close date within 30 days.

If you have any questions, please reach out to us in support chat 🙂

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