Hello,

The Pipeline Report in the Quotations Module can be used to predict future sales, based on the current stock of open Quotations, their Decision Dates and the probabilities that they will be converted to Orders.

The report is a list of open Quotations sorted by Decision Date, showing for each the Quotation Number, the Customer Name, the Salesman, the Probability, the Decision Date, and the total value excluding VAT.

The Customer Name field gets populated from the Contact Card>>Name Field. If the Customer Name is entered here, it will be displayed on the Pipeline Report (under the Name Field).

Thank you

HansaWorld Support