Viewing the Pipeline Development report

What's my plan?

You can use the Pipeline Development report to quickly view your deals and what pipeline stage they are in.

To view the Pipeline Development report

From the Reports page, select Pipeline Analysis > Pipeline Development.

Hovering your cursor over a pipeline stage name displays a detailed breakdown of the number of deals, their value, and a percentage-based distribution between that stage and the other stages that the deals were moved to or from.

When you switch to the table view of this report, you’ll see the same data in a table format.

You can define a different time period and also add filters to view only teams, groups, or specific users. You can also filter by tags.