The Pipe History for Projects report enables you to analyse the flow of projects through your sales pipeline(s) during a specified time period. It measures movements within the pipeline and allows you to evaluate how efficiently assignments progress through your sales process.
Navigate to the report via Reports > Project > Pipe history.
Key Use Cases
Use the report to:
Identify bottleneck stages and areas for process improvement.
Evaluate your effectiveness in advancing deals.
Determine how long prospects remain in each stage.
Track the number of won and lost projects over a given period.
Assess the performance of individual or grouped Sales Managers.
Report Filters
You can tailor the report using the following filters:
Pipe – Select the specific pipeline to analyse.
Period – Define the time range for the analysis.
Sales Manager – Choose a specific Sales Manager. Leave this blank to include all assignments within the selected pipeline and period.
Understanding the Report Figures
New Projects – The number of new projects added to a specific stage during the selected period.
Movements – Shows newly added and moved projects. Movements can include forward, backward, or multiple-stage jumps (e.g., from Screening directly to Offer). Note: Projects moving multiple stages are not included in the percentage figure between adjacent stages.
Time in Previous Stage – Displays the average number of days projects spent in the previous stage.
Conversion Rate – Shows the percentage of projects that moved forward from the previous stage. Hover over the figure to view the calculation details.
Outcomes – Indicates how many projects were Won or Lost (status marked as "Rejected by Us" or "Rejected by Customer") during the selected period, along with their total estimated deal value.
For projects to be included in conversion calculations, they must be moved step by step through the pipeline.
Project List
Below the report, you’ll find a list of the projects included. Note that the project status shown reflects the current status as of today—not necessarily the status during the analysed period.
