Reports

Pipeline is available to every persona. By path and By campaign are limited to VP of Sales, revenue ops, and full workspace. Team is hidden from sales reps. See Personas.

Pipeline

Pipeline (/sales/pipeline/) summarizes open pipeline and closed-won results for the date range you pick. Reps see My Pipeline for their own deals.

The page shows:

• Open deal value and how many deals are open now.
• Closed-won revenue and won-deal count in the selected range.
• Average open deal size and average won deal size.
• Open pipeline by CRM stage: deal count and value. Export that table to CSV. The page is a pipeline snapshot, not a forecast.

By path

By path (/sales/revenue/) splits revenue into Direct (no rep) and Sales-assisted, plus the attributed total and revenue per visitor. Use it to see who owns the revenue, not which campaign created it.

The attribution model on this report can be First-Touch, Last-Touch, Linear, U-Shaped, W-Shaped, Time-Decay, or Data-Driven. Last-Touch is the default.

By campaign

By campaign (/sales/attribution/) shows which sources and campaigns create pipeline and closed-won revenue. Ghost pipeline calls out campaigns with meaningful open pipeline and little closed-won revenue.

Team

Team (/sales/reps/) is rep performance for the selected period: won deals, won revenue, pipeline handled, revenue conversion, average deal size, close rate, revenue per qualified lead, and strongest source. Open a rep for won revenue, close rate, pipeline, average deal size, and assigned contacts. Export the table to CSV. The report includes every rep. Reps do not see this page.