Reports Moving to Deals Tab – Sales, Source and Custom Reports Are Retiring Over the August 23 – 25 Weekend. Recently, we released Enhanced List Views to make reporting in PipelineDeals more powerful and easier to use.
From the Deals tab, you can now add columns for related People and Companies, view column totals for numeric fields, and view your filtered & sales pipeline totals. Also, you can save filters to quickly create custom reports on the most recent information in your pipeline. Enhanced List Views help you build robust reports and take charge of your sales.
With the addition of Enhanced List Views, we will be retiring the Sales Pipeline Report, Source Report and Custom Reports under the Report tab this weekend. While we are sad to see them leave after years of service at PipelineDeals, the team at PipelineDeals has your reporting needs covered!
Your Sales Pipeline Report, Source Report and Custom Reports will be added this weekend as filters for use in the Enhanced List Views. To view these reports in the future, navigate to the Deals tab, click Advanced on the upper right side of the list view, and click on My Filters. Use the drop down to view your sales pipeline, source and custom reports. You can even add in additional columns of information, filter your results, create new filters, or export to CSV and PDF.
For more information on the Enhanced List Views and custom filters, please check out this video.
We look forward to hearing how you use the Enhanced List Views to create reports in PipelineDeals. Now get out and win some more sales!