Overview
The report Pipe History for Projects gives you the possibility to analyze the flow of projects through your pipe/s during a given time.The analysis measures movements in the pipe and allows you to examine how fast you move assignments through your processes. Through the three filters Pipe, Period and Sales Manager you can control the content of the report and thus analyse each process, desired period and sales responsible. If leaving sales responsible blank, all assignments in the pipe during chosen time frame will be analysed.
Navigate to the report via Reports > Project > Pipe history.
The report can be used to analyze:
Bottleneck stages in your process and which stages to streamline.
Your effectiveness in moving deals forward in the process. Can we become more efficient?
For how long a prospect stays in one stage before heading forward.
The amount of won and lost projects during a given time.
How efficient a Sales responsible or a group of Sales responsible are when working with their prospects.
The different figures in the report are explained below:
1. This figure describes how many new projects were added to this stage.
2. This number explains newly added and moved projects to this stage. A movement can imply that a project is transferred to the next stage, backwards, or several stages forward. A project moved from Interview to Screening increasing the number by one in the Screening stage. A project moved several stages, e.g. from Screening to Offer without striking the intermediate stages, increasing the number by one in the Offer stage. This project is not involved in the percentage figure that is shown between the previous stages.
3. This figure illustrates the number of days a project has been in the previous stage.
4. The percentage indicates the number of projects moving forward from the previous stage in percent. By hovering, the numbers used in the calculation is shown.
5. This figure presents how many projects are Won (got status Won) or Lost (acquired status Rejected by Us or Rejected by Customer) during the given time and the total estimated deal value.
To be included in the calculation above the projects need to be submitted one step at a time. By using the three filter choices Pipe, Period and Sales responsible, you can modify the information shown in the report. The possibility to analyze each process, different periods and/or Sales responsible arises.
Below the report is a list of projects included in the report presents. Note that the status of the projects in the list below will not necessarily be the same as during the period of the report. The list visualizes the current status (today's date) of the project.
