Overview

The Pipeline report gives you a snapshot of your current active prospects by lead score as well as some additional information about your community such as campaigns, new leads, and outreach activity.

Report location

The Pipeline report will display as a new item under the Dashboard option on the left menu.

Step 1: Click Dashboard on the left menu.

Step 2: Click Pipeline.

Step 3: Click Reports on the left menu.

Step 4: In the Standard Reports section, click the report titled Sales Pipeline

Filters

Pipeline Summary

The Pipeline Summary section gives you quick at a glance information about the specified community's current active prospects.

Lead score list and graph

These two visuals will display a total number of active Prospects by a Lead Score category. Each category is defined by a Lead Score master type:

Individual status buttons

Clicking these buttons will take you to a page of individuals based on the criteria of the button you clicked.

Button	Label	Logic
	Total prospects with overdue activity	Prospects that have an activity with a due date prior to today
	Total active prospects with no next step	Active prospects that do not have a scheduled activity
	Total future activities	The total number of scheduled activities past today
	Total active prospects with face-to-face and no next step	The total number of prospects with a completed activity with a master type of tour and no next step
	Total active hot prospects with no next step	Active prospects with a lead score that has a Master Type of 5 - Ready Immediately, 4 - Hot Lead and do not have a scheduled activity
	Total depositors with no next step	Active prospects with a lead score that has a Master Type of Depositor and do not have a scheduled activity
	Total unclassified active prospects	Active prospects without a Lead Score/Status Code
	Total active alerts	Total number of alerts/notifications
	Total active note pins	Active notes pinned to individuals you are assigned

Pipeline Report

The Pipeline report gives an overview of different leads, campaigns, and activity at your community.

Weighted Totals

Some sections of the Pipeline report will display a total and a weighted total. Weighted totals can be thought of like a probability to close, allowing you to create and manage an effective pipeline to better drive business decisions and focus your efforts.

Campaigns

All active campaigns for your community.

Completed Outreach

Completed activity for Referral Source individuals within the specified Start Date and End Date filters.

Note: In order for referral activity to show in this section, the activity must be Completed, for a Referral Source individual, and have an activity master type of Outreach Appointment, Outreach Call In, or Outreach Call Out.

New Outreach Appt Date

All Scheduled activity for Referral Source individuals. This section is not affected by the Start and End date filters.

Note: In order for referral activity to show in this section, the activity must be Assigned (Scheduled), for a Referral Source individual, and have an activity master type of Outreach Appointment, Outreach Call In, or Outreach Call Out.

New Leads

All Prospects with an Inquiry Date within the specified Start Date and End Date filters.

Hot

All prospects with a Lead Score with a Master Type of 4 - Hot Lead. This section is not affected by the Start and End date filters.

Warm

All prospects with a Lead Score with a Master Type of 3 - Warm Lead. This section is not affected by the Start and End date filters.

Cold

All prospects with a Lead Score with a Master Type of 2 - Cool Lead. This section is not affected by the Start and End date filters.

Move In Pending

All prospects with a Lead Score with a Master Type of 5 - Ready Immediately. This section is not affected by the Start and End date filters.

Closed/Move In

All prospects with a Move In activity date within the specified Start and End dates.

Move Outs

All prospects with a Move Out activity date within the specified Start and End dates.
Depositors

All prospects with a Lead Score with a Master Type of Depositor. This section is not affected by the Start and End date filters.
Future

All prospects with a Lead Score with a Master Type of 1 - Future Lead. This section is not affected by the Start and End date filters.

FAQs

Can I request changes?

• The Sales Pipeline report does not allow for any customization.