The Project Pipe History report allows you to analyse the flow of assignments that moved through the pipe during a desired time frame. The report is reached through Reports - Projects - Pipe History. 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.
The numbers in each step show how many assignments were moving through the step during the given period. The clock under the number of assignments indicates the average days an assignment was placed in the previous step. For an old assignment that move one step within the process within the period, the report will add a number in all previous steps.
To give an example:
The above report shows movements during the previous month. An assignment was last moved in the pipeline two months ago and is now moved within the pipes from the step Solution to Offering. This means that all steps in our current analysis that precedes the Offer step are updated with one. If an assignment skips one step, it will generate a plus one in the step "missed".
The figures in the above analysis can be derived as follows:
The stage Contact has had 17 movements, of which five projects remain in the stage at end of the period.
The Qualification stage has had 12 movements, at the end of the period one assignment remain in the stage. A project was placed in average for 26 days in the previous step Contact.
In the Solution stage, ten movements has been made. At the end of the period there is nine projects left in the step. A project was placed in average for 6 days in the previous step Qualification.
In the Offering stage, two projects have passed the stage and thus remain in the end of the period. No of the projects were placed in a prevoius step before.
The change between steps is visualized in percent.
See through a single graph how many projects you won and lost, as well as the total estimated value of profits and losses.
Below the report it is possible in detail to see the 17 projects involved in the report.