📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
A pipeline is a report that displays the aggregate of opportunities you’ve generated. It provides a summary of opportunities classified by their status and evaluated based on both their total amount and their weighted amount. The pipeline updates automatically as you log activities.
You can find the pipeline in the Reports section:
(Example visual: Image title)
From the mobile app, within the Opportunities menu, you will also see the Pipeline tab alongside the list of opportunities, where you can view a summary of this report.
In the pipeline report, statuses are organised from the least advanced to the most advanced. For each status, the following details are displayed:
Number of opportunities.
Total amount of all operations in that status.
Weighted amount, calculated based on the probability of sales and the current status of the opportunities (e.g., contacted, visited, offer made).