Reporting
How the reporting dashboard works — metrics, the forecast, filters, currency, and data quality.
Reading the numbers
Deals, Won, Lost & win rate: the four cards
What the Open deals, Won this period, Lost this period and Win rate cards count, how win rate is calculated, and what to check when a card looks wrong.
The revenue forecast explained
How Teamopipe projects what will land: expected close dates, weighted pipeline, and the difference between forecast and best case, with a worked example.
Stage conversion and probability
How the stage conversion chart is built, how to set win probability per stage and per deal, and how weighted value is calculated.
Filters, currency & data quality
Filtering your reports: pipeline, period & owner
How the Pipeline, Period and Owner filters change Reports, which numbers ignore them on purpose, and what to try when a number reads zero.
How deal value and currency work in reports
How Reports converts deals in different currencies into your workspace base currency, how to set it, and what happens to deals with no value.
Stale deals and the data quality bar
What the two alert bars in Reports mean, how to change the stale deal threshold, and a routine for rescuing forgotten deals and filling in missing fields.