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  1. Sales Pipeline Report - Filters and Graphs

    I wish I could do more in the sales pipeline report. It's a great quick snapshot, but in order to get the view I want, I have to export and manually do reporting in Excel with pivot tables. Would like to be able to add all sorts of filters, similar to how we can build custom reports, but more robust, with the ability to add graphs, and to only show top line data, not client level.

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    Viewed  ·  1 comment  ·  Sales Reports  ·  Admin →
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