Understanding pipeline values and reports

Before you start

• At least one opportunity

Steps

1. Enter an exact amount, a range, or leave the value unknown; the basis is recorded.
2. Open Reports and choose a period in your company time zone.
3. Read each measure's definition: qualification rate shows both counts; first human response excludes auto-acknowledgments.
4. Follow any headline value to the underlying records.

Expected result

Totals sum exact amounts only, with range and unknown counts shown beside them.

If something goes wrong

Reports disclose lag beyond 30 minutes; refresh after five minutes.