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 four cards at the top of Reporting count, why win rate is shown two ways, and what the numbers underneath them mean.
The revenue forecast explained
How Teamopipe projects what's going to land — expected close dates, weighted pipeline, and the difference between forecast and best case.
Stage conversion and probability
How the stage conversion funnel is built, why skipped stages still count, and how probability drives your weighted pipeline.
Filters, currency & data quality
Filtering your reports: pipeline, period & owner
The three filters at the top of Reporting and exactly what each one changes — including the numbers that ignore them.
How deal value and currency work in reports
How Reporting turns deals in different currencies into one comparable total — and why closed deals never change.
Stale deals and the data quality bar
The two alert bars at the top of Reporting — what makes a deal stale, and what the data quality bar is telling you to fix.