Note
Note
Pipeline reporting reflects opportunity records, not completed orders. It is a forward-looking view of potential revenue, not a record of actual revenue.
A pipeline without reporting is just a list. Pipeline reporting shows where your prospects are stuck, which stages convert well, and what your near-term revenue looks like.
Accessing Pipeline Reporting
Go to CRM → Pipelines and select your pipeline. Switch from the Kanban view to the List or Reports view for a summary of opportunity counts and values per stage.
What to Look For
Stage-to-stage conversion rates: What percentage of people in each stage move to the next? A low conversion between two specific stages points to a gap in your sales or follow-up process.
Time in stage: If opportunities sit in one stage for a long time without moving, they are either stalled or gone cold without being marked as lost. Keep your pipeline honest — mark closed-lost opportunities so your active pipeline reflects reality.
Close rate: Opportunities marked Won divided by total closed (Won + Lost). Track this monthly. Improving your close rate by a few percentage points has a compounding effect on revenue without increasing top-of-funnel effort.
Still stuck?
- Search the MONDAi Help Center
- Email support@mondai.io with a Loom video
- Ask inside the ArchiTech Channel
Press ⌘K to search every article, or email support@mondai.io.