Sales Pipeline Report

Overview

The Sales Pipeline Report is a complicated form for sales managers to filter through all sales and have a report created. The screen has multiple filter options, and several of the calculations for the report may take a significant amount of time to calculate.

1. Jobs Started – Standard date selection range filter.  It filters against the First Clock in Date on a job. 
2. Include complete – Filters on the Jobs Complete column. 
3. Build Type – Limits the report to a single build type. 
4. Job – Limits the report to a single job. 
5. Sales Group – Limits the report to Jobs that are in the selected sales group 
   • Custom – Build types classified as “Custom” 
   • Customer – Customer owned jobs. 
   • Internal – Velocity owned jobs (VROwned = true) 
6. Package – A list of standard packages.  One or more can be selected by holding down the Ctrl key while clicking on package types. 
7. Include Trim Color – A wild card search.  It will match any word(s) that are typed in against all the various Trim and/or color options.  
8. Export to Excel – Creates and opens an Excel spreadsheet using the selected filter conditions. 
9. Run Report – Opens a printable report using the selected filter conditions.  
10. Help button – Once clicked, User will be redirected to the Help documentation website for this report.

The output report will be formatted as shown below: