Editions Available: Enterprise;CRM Only

Audience: All Users

Generating a Opportunity Pipeline Report

You can run the Opportunity Pipeline Report to gather insight on potential opportunities.

You can limit the records returned in this report by setting one or more of the filters in the table below. If you select multiple filters, Bullhorn returns records meeting the criteria of all selected filters. The filters marked with a red asterisk are required: you must enter data for those. Filter and column names may differ depending on your company's terminology.

Other details to remember:

• Weighted Deal Value is calculated by multiplying the Deal Value by the percentage associated with the opportunity’s status (as defined in the opportunityStatusProbabilityToClose system setting).

• The Probability of Win % is calculated by dividing the Weighted Deal Value by the Deal Value.

Generating a Opportunity Pipeline Report

1. From the Menu, select Tools > Reporting.

   The Reporting tab opens.

2. Locate the Opportunity Pipeline report, select Run.

   The report opens to the Criteria tab.

3. Limit the records returned in this report by setting one or more of the filters in the list below.

   • Reporting Period: Time period when the lead was added. If blank, defaults to last week.

   • Date Added From and Date Added To: Date range for when new leads were added. If selected, the report pulls for these dates and ignores the Reporting Period drop-down.

   • Filter user activity by: Limits data to activity you own.

   • Opportunity Owner: Limits data to activity for the selected users.

   • Filter department activity by: Limits data to activity for your primary department.

   • Department: Limits data to activity for selected users for whom the selected department is the primary department. If you select specific departments, the report pulls for those departments and ignores the My Department check box.

   • Filter by open or closed Opportunities: Select Open to limit data to all currently open opportunities. Select Closed to limit data to all currently closed opportunities. When you select this option, the date range filter no longer applies.

   • Type: Limits data to opportunities with the selected employment types.

   • Stage: Limits data to opportunities with the selected statuses.

   • Export Level: Indicated the level of detail you want to export. Select Summary to exclude low-level details or select Detail to include low-level details. This filter only applies when the report format is unformatted Excel.

   • Report Format: Display format of the report: web page or unformatted Excel.

4. At the bottom of the page, select Generate Report.
   

   The report is generated.

 

Report Details

After clicking Generate Report, activity totals display by department, then by stage, then by owner, and then for each opportunity.

 

When you expand a department’s row, the following columns display.

 

When you expand a stage’s row, the following columns display.

 

When you expand an opportunity owner’s row, the following columns display.