Start a new topic

Pipeline Report

 

A summary report showing all quotes that have not been invoiced.  This gives a great overview of the current pipeline of customers that need follow up from the sales staff.

  • Include draft quotes
  • Authorised quotes
  • Draft orders
  • Authorised orders with no invoices

1 Comment

Hi Shannon


Have you seen the Sales window for the Dashboard?



image








image


Login or Signup to post a comment