Pipeline & forecasting — found from sitemap — Nutshell

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Facts read from this source

• Custom reports plan Report an error

  “Custom reports are available on Nutshell Pro and above.”

• Custom reports permissions Report an error

  “Administrators and unrestricted non-administrators can use custom reports. Team members who are restricted from viewing all data cannot use custom reports”

• Report metrics Report an error

  “The total value, the average value per period selected (day, week, month, quarter, or year), the average time open, win rate, and the average value of these leads will also be calculated and displayed.”

• Chart quota line Report an error

  “The dotted black line represents this performance against your Sales quota.”

• Report period buckets Report an error

  “By default, leads will be broken down by week. Click on the other buckets to see leads groups by day, month, quarter, or year.”

• Report filters Report an error

  “Assignee Close Date Last Contacted Outcome Pipeline Products Sources Status Tags Value”

• Report custom field filters Report an error

  “This list includes any custom fields you have created for your Companies that are attached to the leads pulled into your report.”

• Report segments Report an error

  “You can segment your custom report to compare performance in terms of lead quantity or lead volume across different data points. Segment by the following attributes: Outcome Product Assignee Territory Source Tag Competitor Stage Status”

• Report segment chart Report an error

  “Segmenting your report will present you with a stacked bar chart”

• Report leads tab Report an error

  “In the Leads tab, next to Details, you can see a list of the leads summarized in the report. Columns can be added to this list to view additional data about the leads!”

• Saved reports Report an error

  “You can view your saved reports under My Saved Reports, and reports that have been shared with you under Shared Reports.”

• Saved report realtime Report an error

  “Saving a report will save your current set of filters and columns. Your report will update in real time as changes are made to the leads in your Nutshell account.”

• Report sharing Report an error

  “You can share your report with nobody (choosing this option will un-share a shared report), everyone, or you can select Individuals as team members or entire teams.”

• Report export Report an error

  “To export the Chart as an image, Detail or Lead data in the report as a CSV file, click the Ellipses button in the upper right corner of the list.”

• Hot leads filter Report an error

  “You can also filter your custom reports by the leads that are high priority to your and your team. To do this, select the priority filter, and search for 'Hot.'”

• Report y axis value Report an error

  “The value of your leads is on the left-hand y-axis, with green bars indicating the total values or quantities of leads in each timeframe bucket”

• Close date filter Report an error

  “The closed date filter includes both actual and expected close dates.”