Running the Lead Pipeline Report

You can use the Lead Pipeline Report to gather insight on potential leads.

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.

Notes:

Age is determined by how long the lead record has gone without a status change.
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) for opportunities which were generated from the Lead.
The Probability of Win % is calculated by dividing the Weighted Deal Value by the Deal Value for opportunities which were generated from the Lead.

Filter	Description
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 (Me check box)	Limits data to activity you own.
Lead Owner	Limits data to activity for the selected users.
Filter department activity by (My department check box)	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.
Type	Limits data to leads with the selected types.
Status	Limits data to leads with the selected statuses.
Lead Source	Limits data to leads with the selected lead sources.
Export Level	Level of detail you want to export: Summary (low-level details are not included) or Detail (low-level details are included). Note that this filter only applies when the report format is unformatted Excel.
Report Format	Display format of the report: web page or unformatted Excel.

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

Column	Description
Department	Organizes activity by the departments in your organization.
Total Number of Leads	Lists the total number of leads that meet the criteria in the department.
Lead Age 0-15 days	Lists the total number of leads with an age between 0-15 days.
Lead Age 16-30 days	Lists the total number of leads with an age between 16-30 days.
Lead Age 31-45 days	Lists the total number of leads with an age between 31-45 days.
Lead Age 46-60 days	Lists the total number of leads with an age between 46-60 days.
Lead Age 61-90 days	Lists the total number of leads with an age between 61-90 days.
Lead Age 90+ days	Lists the total number of leads with an age above 90 days.
Converted Leads	Lists the total number of converted leads.
Closed Leads	Lists the total number of closed leads.
Total Opportunity Deal Value	The combined deal value amount for any associated opportunities.
Total Opportunity Weighted Deal Value	The combined weighted deal value amount for any associated opportunities.

When you expand a department’s row, the same columns as above display, with each lead separated by status. When you expand a status’s row, the same columns as above display, with each lead separated by owner. Finally, when you expand an owner’s row, the following columns display.

Column	Description
Lead Name	The first and last name of the lead.
New Company	The name of the company the lead is associated with (if there is no company record in Bullhorn).
Company	The name of the company the lead is associated with (linked to Bullhorn company record).
Status	The current status of the lead.
Type	The current type of the lead.
Assigned To	The user the lead is assigned to.
Lead Source	The source of the lead.
Date Added	The date the lead record was added to Bullhorn.
Days in Current Status	The number of days the lead has been in its current status.
Converted To	The name of the contact the lead has been converted to.
Conversion Date	The date the lead was converted.
Lead Age	The age of the lead record (not applicable if the lead has been converted or closed).
Total Opportunity Deal Value	The combined deal value amount for any associated opportunities.
Total Opportunity Weighted Deal Value	The combined weighted deal value amount for any associated opportunities.