Stage conversion
Opportunities that reached each stage, and the share that moved on from the stage before.
Won revenue by month
Deals closed as won, by close month. Hover for counts.
Rep performance
Flags appear when a rep's win rate is under 30% or they have 5 or more overdue follow-ups.
Overdue follow-ups
Lead sources
Where won revenue and open pipeline come from.
In client delivery this report is produced as a PDF on a schedule you choose. This sample shows the layout with the fictional pipeline.
Exceptions to review
Errors are kept out of the totals until fixed. Warnings are included but flagged. Line numbers match the source file.
Drop a CSV or Excel export here
Columns are matched by name (for example Deal ID, Account, Deal Stage, Amount). Your file stays in this browser; nothing is uploaded.
Want this built on your own CRM export?
GracePath Ventures sets this up for your team: your stages, your reps, your sources, your report format. Fixed price, delivered in days.
All companies, reps, deals and amounts on this page are fictional and were generated for demonstration. They do not represent any real business. Calculations are performed live in your browser by the GracePath Data Engine.