The Sales Pipeline Summary is your at-a-glance view of where every lead and estimate stands - new, contacted, qualified, estimated, won, or lost.

Go to Reports > Sales Pipeline > Sales Pipeline Summary.

Summary cards: Won (count and closed value), Lost (count and walked value), Active estimates (in play), Open leads (new + contacted + qualified).

Below the summary, the pipeline is bucketed by age: This week, 1-2 weeks, 2-4 weeks, 1 month+. Each cell tells you how many leads/estimates are sitting in each state at each age. The further right and the warmer the color, the more attention an opportunity needs.

Use this report

  • Daily as a stand-up board
  • Weekly to catch leads going stale
  • For coaching - "why did these qualified leads sit for two weeks?"
  • To project upcoming revenue from active estimates

Pair it with Conversion Rate (how often you're closing) and Lost Reasons (why you're losing) for the full picture.