The Report shows the Cumulative view of the Pipeline for a specified period. It uses the Idea values.
- The New Report:
- Can be viewed as a Chart.
- Hover over bars on the chart to see more details.
- Clicking any of the Idea stages as shown below will have it disabled from the chart.
- Select which type of formatting would you want to view the values.
- The Report has the section: Cumulative in/through stage as at the end the month.
- The Report can be downloaded as a PDF by clicking the Download icon at the top right corner.
Necessary filters can be applied to view the Report by clicking Filter at the top right corner
Alternatively, you can click any of the below and the Filter slide-out will pop up so that you may change the filters.