What's new
Pipeline Progression: Shows how many opportunities moved into each stage (Qualified, Appointment Set, Pitched, Won, etc.) during any date range you pick. Find it under CRM > Reporting.
Sales Rep Performance: Same report, filtered/grouped by Salesperson and State. Same menu, just group by yourself or your region.
Conversion Funnel: A chart on the CRM dashboard showing what percentage of opportunities make it from one stage to the next (New→Qualified, Qualified→Appointment Set, and so on).
Opportunity Aging: A chart showing the average number of days opportunities spend in each stage before moving forward. Helps spot where deals are stalling.
Pricelist Presented: Two new fields on every Opportunity, Pricelist Presented and Pricelist Presented Date, right under Expected Revenue. Pick the pricelist you showed the customer and the date stamps itself automatically the first time, no extra steps. You can filter and group any of the reports below by which pricelist was presented.
Where to find them
- CRM > Reporting menu: Pipeline Progression, Conversion Funnel, and Opportunity Aging all live here now (list, pivot table, and graph views, plus Excel export)
- CRM dashboard: quick-look charts for Pitched vs Won, Conversion Funnel by Stage, and Opportunity Aging by Stage
What you'll see (and what you won't, yet)
CRM Reports
These reports only count activity from today forward. If an opportunity reached "Pitched" back in March, that historical movement isn't in the system: there was no way to capture it before this went live. Everything from today onward is tracked automatically; nothing changes about how you work day to day.
You'll also see the numbers are small and a little rough for the next few days: that's expected while real data builds up. Give it a couple of weeks before drawing conclusions from the trends.
What you don't need to do
Nothing. This runs automatically in the background as you move opportunities through stages like you already do. No new steps, no new fields to fill in.
Questions
Reach out if a number looks wrong or a report isn't showing what you'd expect.
How to Test: CRM Pipeline Reports
A walkthrough for confirming the new pipeline reporting feature works as expected.
What This Feature Does
Starting August 20, 2026, the CRM tracks how opportunities move through your sales stages over time, not just where they sit right now. This lets you and your team see how many opportunities entered each stage, how they convert from one stage to the next, and how long deals sit at each step before moving forward.
This guide walks through confirming each piece works as expected. It should take about 15–20 minutes.
Before You Start
- You'll need a real Opportunity to test with, either an existing one or a new test Opportunity you create and can safely modify.
- These reports only track activity from August 20, 2026 forward. Opportunities that reached a stage before that date won't show historical movement, that data was never captured. This is expected, not a bug.
- If numbers look small or a little inconsistent for the first few weeks, that's expected too. The reports are accurate, there just isn't much data built up yet.
Test 1: Pipeline Progression Report
This report shows how many opportunities entered each stage during a date range you choose.
Step | Where | What to do | What you should see |
1 | CRM > Reporting | Click Pipeline Progression | A table (pivot) opens showing stages across the top and months down the side |
2 | Pipeline Progression | Check the numbers in each cell | A count of opportunities that entered that stage in that month |
3 | Top right of the report | Click the list icon and the graph icon | The same data displays as a plain list and as a bar chart |
4 | Search bar at top | Click the dropdown arrow | You can filter or group by Salesperson, State, Lead Source, and Pricelist Presented |
5 | Top toolbar | Click the download icon | An Excel file downloads with the report data |
Test 2: Sales Rep Performance
Same report as above, used to see stage movement broken out by rep or by state.
Step | Where | What to do | What you should see |
1 | Pipeline Progression search bar | Group by “Salesperson (RSM)” | Rows reorganize to show each rep's stage counts separately |
2 | Same search bar | Group by “State” instead (or in addition) | Rows break out by state |
Test 3: Conversion Funnel
Shows what percentage of opportunities make it from one stage to the next.
Step | Where | What to do | What you should see |
1 | CRM Dashboard | Find the “Conversion Funnel by Stage” chart | A bar chart with four bars: New→Qualified, Qualified→Appointment Set, Appointment Set→Pitched, Pitched→Won |
2 | Same chart | Check each bar's height | A percentage (0–100) representing how many opportunities that reached the earlier stage also reached the next one |
3 | CRM > Reporting | Click Conversion Funnel (a separate, filterable version of the same data) | A pivot table opens; confirm it loads without error |
4 | Conversion Funnel pivot search bar | Click the dropdown arrow | You can filter by Salesperson, State, and Pricelist Presented |
Test 4: Opportunity Aging
Shows the average number of days opportunities spend in each stage before moving forward.
Step | Where | What to do | What you should see |
1 | CRM Dashboard | Find the “Opportunity Aging by Stage” chart | A bar chart with four bars, one per stage transition |
2 | Same chart | Check the bar heights | Average number of days spent in that stage. Bars may show close to 0 right now since real deals haven't had time to age yet, this becomes meaningful over the next several weeks |
3 | CRM > Reporting | Click Opportunity Aging | A pivot table opens, filterable the same way as Conversion Funnel |
Test 5: Pricelist Presented
A new pair of fields on every Opportunity for tracking which pricelist was shown to a customer, and when.
Step | Where | What to do | What you should see |
1 | Any Opportunity | Look just below the Customer section | Two fields: “Pricelist Presented” and “Pricelist Presented Date” |
2 | Pricelist Presented field | Select a pricelist and Save | The Date field fills in automatically with today's date/time |
3 | Pricelist Presented field | Change it to a different pricelist and Save | The Date does NOT change, it keeps the original date from step 2 |
4 | Any of the reports above | Filter or group by Pricelist Presented | Only opportunities with that pricelist selected appear |
What to Do If Something Looks Wrong
- A report menu is missing entirely: note which one and let us know, don't try to fix it yourself.
- A report opens but shows an error message: take a screenshot of the full error and send it over.
- Numbers seem off: check the date range/filters first, most “wrong” numbers turn out to be a filter scoping the report differently than expected. If it still looks wrong after that, flag it.
- Anything in Tests 1–5 doesn't match the “What you should see” column: that's exactly what this test pass is for, let us know.
Sign-Off
Once you've gone through all five tests, reply confirming what passed and flagging anything that didn't. That's what we need to move this from testing to a full rollout.