1
Opening Pipeline Reports
Pipeline reports live in the Reporting section and give you a complete view of deal flow, revenue, and bottlenecks across your pipeline.
- Go to Reporting in the left sidebar — Click the Reporting icon (bar chart or graph icon) to open the Reporting section.
- Select "Opportunities Report" — From the reporting menu, click the Opportunities Report. This is Jtek's dedicated pipeline analytics view.
- Alternatively, use the dashboard pipeline widget — Your main Jtek dashboard has a pipeline summary widget. Click "View Full Report" from the widget to jump directly to the detailed report.
- Select which pipeline to report on — If you have multiple pipelines, use the pipeline selector dropdown at the top of the report to choose which one you're analyzing.
- Reports update in real time — Every time you open the report, it reflects the current state of your pipeline. There's no need to refresh or export to see the latest data.
2
Reading the Pipeline Summary
The summary row at the top of the pipeline report gives you the four most important pipeline health numbers at a glance.
- Total Pipeline Value — The sum of all deal values across every open opportunity in the selected pipeline. This is your gross potential revenue if every deal closed.
- Number of Open Opportunities — How many active deals are in your pipeline right now, across all stages (excluding Closed Won and Closed Lost).
- Average Deal Size — Total pipeline value divided by number of open opportunities. Useful for benchmarking and spotting if your deal quality is trending up or down.
- Win Rate — Closed Won deals divided by total closed deals (Won + Lost), expressed as a percentage. This is your conversion rate from entered-pipeline to closed.
Jtek
Dashboard
Contacts
Opportunities
Reporting
PIPELINE VALUE
$2.4M
OPEN DEALS
18
AVG DEAL
$133k
WIN RATE
62%
FUNNEL
New Lead
18
Contacted
13
Appt Booked
8
Closed Won
4
Tip: A win rate below 30% usually points to either a lead quality issue (wrong leads entering the pipeline) or a follow-up cadence issue (leads stalling and going cold). The report helps you diagnose which.
3
Filtering by Date Range and Stage
Filters let you slice the pipeline report to answer specific questions — this month's activity, a specific stage bottleneck, a single team member's performance.
- Use the date picker to set a time window — Click the date range selector at the top of the report. Options include This Week, This Month, Last Month, Last Quarter, and Custom Range.
- Date range filters by creation date or close date — You can switch between "opportunities created in this range" and "opportunities closed in this range" depending on what you're analyzing.
- Filter by stage to spot bottlenecks — Select a specific stage from the Stage filter to see only deals currently in that stage. Example: filter to "Proposal Sent" and sort by age to find deals that have been sitting there too long.
- Filter by assigned team member — Use the Assigned User filter to see pipeline performance broken out by rep. Useful for weekly team check-ins.
- Reset all filters quickly — There's a "Clear Filters" or "Reset" link at the top of the filter panel to return to the full pipeline view.
4
Funnel View vs. List View
The pipeline report offers two ways to look at your data — funnel view for conversion analysis and list view for deal-level detail.
- Funnel View shows conversion rates between stages — A visual funnel chart shows how many deals entered each stage and what percentage converted to the next. The steepest drop between stages is your biggest bottleneck.
- Funnel View is best for diagnosing process problems — If 18 deals enter "New Lead" and only 8 reach "Contacted," your first-touch response process needs attention. The funnel makes this visible instantly.
- List View shows each individual deal — A table of all opportunities with columns for contact name, deal value, current stage, assigned user, expected close date, and age in days.
- List View is best for deal-level reviews — Sort by Age to find your oldest open deals. Sort by Value to focus on your highest-value opportunities. Sort by Close Date to prepare for the upcoming week.
- Toggle between views with the view switcher — Look for the Funnel / List toggle buttons near the top of the report. Both views reflect the same data set and apply the same filters.
5
Exporting Pipeline Data
Export a snapshot of your pipeline to CSV for external reporting, sharing with a partner, or importing into another tool.
- Click "Export CSV" at the top right of the report — The export includes all opportunities currently shown in the report, applying whatever filters are active.
- The CSV includes all standard opportunity fields — Contact name, phone, email, deal value, pipeline, stage, assigned user, created date, expected close date, and current stage age in days.
- Filter before exporting for targeted snapshots — Want only deals closing this month? Set the date filter first, then export. The CSV will only include deals matching your filters.
- Use exports for external CPA or partner reporting — If your accountant or a business partner needs a pipeline snapshot, export a filtered CSV and share it directly — no Jtek access needed.
- Schedule a monthly export as a backup habit — Pipeline data lives in Jtek, but a monthly CSV export to a shared folder gives you a historical record of your pipeline at a point in time — useful for trend analysis over months and quarters.
Tip: Export your pipeline at the end of each quarter and save it with a date-stamped filename. Comparing Q1 vs Q2 exports in a spreadsheet shows you pipeline growth trends that aren't visible inside Jtek's rolling reports.