Reporting overview: how the dashboard works

Reports is one dashboard for the questions you ask every Monday: what's in the pipeline and what it's worth, what's stuck, who's closing, and what's likely to land this month. Every number is clickable — click it to open the exact deals behind it.

Before you start

Reports is included on the Growth and Pro plans — see plans and pricing. Open Reports from the left sidebar; it's in the same place in the Teamopipe web app and the Gmail extension. Reports covers all your pipelines, and the filters at the top narrow it down.

What to fill in first

Reports is only as good as the fields on your deals. Five things drive almost every number:

• Deal value — without it a deal counts toward deal counts but not money totals. Edit it on the deal.
• Expected close date — the axis the forecast is built on. No date, no forecast.
• Status — marking a deal Won or Lost is what feeds Won, Lost and win rate.
• Default win % per stage — set in Settings → Pipelines. Until you set it, weighted value equals raw value. See how probability works.
• Assignee — unassigned deals can't be attributed to anyone in the team table. Reports flags the gaps in its data quality bar.

What's on the page

• Alert bars — stale deals and deals missing an owner or a value, shown only when there's something to flag.
• Four cards — Open deals, Won this period, Lost this period, Win rate.
• Forecast — what's expected to close, weighted by probability, plus what's already won, and a month-by-month table.
• Pipeline health / comparison — deals, value and average time per stage for one pipeline, or a side-by-side comparison across all of them.
• Stage conversion, plus Team totals per person and the full Stale deals list.

Backward versus forward

Most of the page counts what already happened inside the period you pick. The Forecast is the only forward-looking section. A few numbers ignore the period on purpose: Open deals, pipeline value and stale deals are always "right now" snapshots, while Won this period, Lost this period and win rate move with the dates. If a number doesn't change when you switch periods, that's intentional.

A five-minute Monday review

1. Open Reports and leave Pipeline on all pipelines and Period on This month.
2. Read the alert bars and fix anything flagged. See stale deals and the data quality bar.
3. Check the four cards. See the four cards.
4. Read the forecast and compare it with what you expect to close.
5. Switch Pipeline to one pipeline and look at stage conversion.
6. Click any number that surprises you to open the deals behind it.

Filters

Three filters control the whole page: Pipeline, Period and Owner — see filtering your reports. Export to Sheets, at the top right, sends the current view to Google Sheets; see how to export your data.

Money is in your workspace currency

Every total is shown in your workspace base currency. To set or change it, go to Settings → Workspace → Workspace base currency and pick from the Base currency dropdown. It's used for reporting totals and as the default currency for new deals. Deals logged in another currency are converted for you — see how deal value and currency work in reports.

If a number looks wrong

Check the filters first, then the deals behind the number. Missing values, missing close dates and deals still marked Open are the usual causes.

If anything looks off, use the chat in the bottom-right corner or the contact form — we typically respond within 4 hours on business days.