Sales Pipeline Report

The Pipeline report gives you a snapshot of your current active prospects by lead score as well as some additional information about your community such as campaigns, new leads, and outreach activity.

Report location


The Pipeline report will display as a new item under the Dashboard option on the left menu.

  1. Click Dashboard on the left menu.
    dashboard_button.png
  2. Click Pipeline.
    pipeline_button.png

You can also find the Pipeline Report in the Standard Reports section by:

  1. Click Reports on the left menu.
    report_button.png
  2. In the Standard Reports section, click the report titled Sales Pipeline

 Filters


  Start Date & End Date   Community   Display (Me or All)

Pipeline Summary


The Pipeline Summary section gives you quick at a glance information about the specified community's current active prospects.

Lead score list and graph

These two visuals will display a total number of active Prospects by a Lead Score category. Each category is defined by a Lead Score master type:

Category Lead Score master type(s)
Depositors Depositor
Hot 5 - Ready Immediately, 4 - Hot Lead
Warm 3 - Warm Lead
Cold 2 - Cool Lead
Future 1 - Future Lead
pipeline_summary_list_and_graph.png

Individual status buttons

Clicking these buttons will take you to a page of individuals based on the criteria of the button you clicked.

Button Label Logic
 prospect_overdue_activity_button.png Total prospects with overdue activity  Prospects that have an activity with a due date prior to today
 total_active_prospects_button.png Total active prospects with no next step Active prospects that do not have a scheduled activity
 total_future_activities_button.png Total future activities The total number of scheduled activities past today
 active_prospects_fact_to_face_button.png Total active prospects with face-to-face and no next step  The total number of prospects with a completed activity with a master type of tour and no next step
 hot_prospects_no_next_step_button.png Total active hot prospects with no next step Active prospects with a lead score that has a Master Type of 5 - Ready Immediately, 4 - Hot Lead and do not have a scheduled activity
 depositors_no_next_step_button.png Total depositors with no next step Active prospects with a lead score that has a Master Type of Depositor and do not have a scheduled activity
 unclassified_prospects_button.png Total unclassified active prospects Active prospects without a Lead Score/Status Code
 alerts_button.png  Total active alerts  Total number of alerts/notifications
 note_pin_button.png Total active note pins Active notes pinned to individuals you are assigned
pipeline_summary_individual_buttons.png

Pipeline Report


The Pipeline report gives an overview of different leads, campaigns, and activity at your community.

 Weighted Totals

Some sections of the Pipeline report will display a total and a weighted total. Weighted totals can be thought of like a probability to close, allowing you to create and manage an effective pipeline to better drive business decisions and focus your efforts.

Example: Let's say I have 10 hot leads. I know that my hot leads have a higher probability of closing/moving in so I'm going to apply a weight of .90, or 90% chance to close. With my weight of .90, my Hot section of the pipeline report will display a Total of 10 and a Weighted Total of 9 (.90 multiplied by my 10 hot leads). This means I can assume that 9 of my 10 hot leads will close/move in.

 Campaigns

All active campaigns for your community.

pipeline_report_campaigns.png

  Completed Outreach

Completed activity for Referral Source individuals within the specified Start Date and End Date filters.

Note: In order for referral activity to show in this section, the activity must be Completed, for a Referral Source individual, and have an activity master type of Outreach Appointment, Outreach Call In, or Outreach Call Out.
completed_outreach.png

 New Outreach Appt Date

All Scheduled activity for Referral Source individuals. This section is not affected by the Start and End date filters.

Note: In order for referral activity to show in this section, the activity must be Assigned (Scheduled), for a Referral Source individual, and have an activity master type of Outreach Appointment, Outreach Call In, or Outreach Call Out.
new_outreach_appt_date.png

 New Leads

All Prospects with an Inquiry Date within the specified Start Date and End Date filters.new_leads_section.png

 Hot

All prospects with a Lead Score with a Master Type of 4 - Hot Lead. This section is not affected by the Start and End date filters.hot_leads_salespipeline.png

 Warm

All prospects with a Lead Score with a Master Type of 3 - Warm Lead. This section is not affected by the Start and End date filters.warm_leads_salespipeline.png

 Cold

All prospects with a Lead Score with a Master Type of 2 - Cool Lead. This section is not affected by the Start and End date filters.cold_leads_salespipeline.png

 Move In Pending

All prospects with a Lead Score with a Master Type of 5 - Ready Immediately. This section is not affected by the Start and End date filters.movein_pending_salespipeline.png

 Closed/Move In

All prospects with a Move In date within the specified Start and End dates. closed_move_in_section.png

 Move Outs

All prospects with a Move Out date within the specified Start and End dates. move_outs_section.png

 Depositors

All prospects with a Lead Score with a Master Type of Depositor. This section is not affected by the Start and End date filters.depositor_leads_salespipeline.png

 Future

All prospects with a Lead Score with a Master Type of 1 - Future Lead. This section is not affected by the Start and End date filters.future_leads_salespipeline.png

FAQs


Can I request changes?

The Sales Pipeline report does not allow for any customization.

If you would like to track some of this data differently, please reach out to our support team at support@enquiresolutions.com and we'll get you in touch with our reporting team!

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