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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.ย 

The 'Total Pipeline' is a sum of all the unsold projects. Unsold projects are projects in the Opportunity, Estimate, Pre-Engineering, Proposal, and Revisions stages (as well as the Lead stage for Funnel users).ย 

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.ย 

'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 ๐Ÿ™‚

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