Pipeline - Sales Pipeline Management

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Client

Owner

Stage

Type

Sort By

Direction

Options

Show Deleted

Hide Lost

Pipeline Revenue

Revenue Type

Display By

Start Date

${{ tick.label }}

${{ formatCurrency(period[chartOptions.revenueType]) }}

${{ formatCurrency(chartData.futureYears[chartOptions.revenueType]) }}

Future Years

${{ formatCurrency(chartData.totals[chartOptions.revenueType] || 0) }}

Total {{ chartOptions.revenueType === 'raw' ? 'Raw' : 'Weighted' }} Revenue

Opportunities

Clients

Owners

${{ formatCurrency(statistics.thisMonth || 0) }}

This Month

${{ formatCurrency(statistics.nextMonth || 0) }}

Next Month

${{ formatCurrency(statistics.thisQuarter || 0) }}

This Quarter

${{ formatCurrency(statistics.nextQuarter || 0) }}

Next Quarter

${{ formatCurrency(statistics.thisYear || 0) }}

This Year

${{ formatCurrency(statistics.nextYear || 0) }}

Next Year

Opportunities

Client

Name

Owner

Stage

Probability %

Type

Cost Share %

Start Date

Total ($)

Duration (mo)

Total: {{ getTotalPercentage(newOpportunity) }}% ⚠️ Exceeds 100%

${{ formatCurrency(newOpportunity.monthlyValue[month.key] || 0) }}

${{ formatCurrency(getWeightedRevenue(newOpportunity, month.key)) }}

{{ year }} Total

${{ formatCurrency(totals.raw) }}

${{ formatCurrency(totals.weighted) }}

Grand Total

${{ formatCurrency(getTotalRawRevenue(newOpportunity)) }}

${{ formatCurrency(getTotalWeightedRevenue(newOpportunity)) }}

{{ deal.name || 'Unnamed Opportunity' }} ({{ getClientName(deal.client) }})

Won ${{ formatCurrency(getTotalWeightedRevenue(deal)) }} Lost ${{ formatCurrency(deal.total || 0) }} ${{ formatCurrency(getTotalWeightedRevenue(deal)) }}

Client

Name

Owner

Stage

Probability %

Type

Cost Share %

Start Date

Total ($)

Duration (mo)

Total: {{ getTotalPercentage(deal) }}% ⚠️ Exceeds 100%

${{ formatCurrency(deal.monthlyValue[month.key] || 0) }}

${{ formatCurrency(getWeightedRevenue(deal, month.key)) }}

{{ year }} Total

${{ formatCurrency(totals.raw) }}

${{ formatCurrency(totals.weighted) }}

Grand Total

${{ formatCurrency(getTotalRawRevenue(deal)) }}

${{ formatCurrency(getTotalWeightedRevenue(deal)) }}