Pipeline Report — L7D Sales Report

	Deals	TCV			Billing			Change
	Deals	Total	Confirmed	Forecast	Total	Confirmed	Forecast	Change

Summary

Rep	Open pipeline		New deals		Won		Lost		Stale >30d		Acts	Fwd	Pipeline Δ
Rep	#	£	#	£	#	£	#	£	#	£	Acts	Fwd	Pipeline Δ

New deals this period

Not affected by Close Date / Billing Period filters

Won this period

Not affected by Close Date / Billing Period filters

Lost this period

Not affected by Close Date / Billing Period filters

Stage changes this period

Not affected by Close Date / Billing Period filters

Pipeline value (£k)

Unweighted Weighted est.

Open deal count

Activities logged

Active Zero logged

Scorecards

Snapshot — active prospects by stage

Point-in-time state, not affected by the Report window

Include Outra Platform-only contacts

This period

Summary by rep

Rep	New	Forward moves	Backward moves	Activities	Active prospects

New prospects this period

Forward stage moves this period

Activities logged this period

Prospects by stage

Rep activity this period

New Activities Forward moves

Rep	Deal name	Stage	Category	Confidence	Value	Days in stage	Days inactive	Close date

Rep	Deal name	Stage	Category	Sector	Confidence	Value	Close date	Created

Stale value at risk (£k)

Rep	Stale #	At risk	Worst offender

Named stale deals

Rep	Deal	Value	Days inactive	Risk

Stage	Deals	Value	Avg deal	% of pipeline

Stage Moves

Move	Rep	Deal	Value	From	To

By stage — unweighted value (£k)

By stage — weighted value (£k)

By stage — deal count

Stage movements this L7D — by origin stage

Forward Won Lost Backward

Each bar is a pipeline stage. Segments show how many deals left that stage and where they went in the period. Hover for deal names.

Stage breakdown by rep

Deal count by rep — by stage

Rep	Deal name	Stage	Category	Confidence	Value	Days in stage	Days inactive	Close date

Rep	Deal name	Category	Value	Billing status

Rep	Deal name	Value	Notes

The report-wide controls (Report window, Rep, Value, Close Date, Billing Period, comparison) are hidden on this tab because they don't apply here — Finance always uses its own fixed periods (Last Week, Month to Date, This Month, Prior Month, computed from real dates). Use the Rep filter below the table instead, which is local to this tab.

Closed Won - Billing Amounts

	Last week	Month to date	This month	Next month	Prior month

Fixed Billing = deals with Contract Value Type Fixed, plus the fixed portion (MinTCV, spread evenly across the billing months) of Mixed deals; deals with no Contract Value Type count as Fixed. Variable Billing = Variable deals, plus the variable portion of Mixed deals (anything above the fixed floor). Each month's amount is the invoiced amount, else the Actual Billing entry (Variable / Mixed), else Projected Billing. A month counts in the column whose dates contain its billing date — the Billing Day of First Billing Date when set, else the 1st (billing starts from First Billing Date, falling back to Close Date). New/Existing = whether the deal's Close Date falls within that column's own date range (New) or before it (Existing). A red ! on a deal means a month is within 5 days of its billing date and still needs confirming to enable billing. Month to date = billed so far; This month = the whole current month regardless of today; Next month = the whole of next calendar month.

Deal-by-deal

Rep	Deal name	Last week	Month to date	This month	Next month	Prior month	Contract type	Close date

Rep	Deal name	Value	Stage	Close date	Days inactive	Issues

Month

This tab uses its own Month selector above — the report-wide Close Date, Billing Period and Weighted/Unweighted controls don't apply here. Projected/Best Case always use Close Date Confidence weighting or full value respectively, regardless of that toggle. Targets are set per rep per month — see TARGETS_CONFIG in this page.

Team

TCV Closed (Booked)

New Opps

By rep — TCV Closed (Booked)

Rep	Target	Actual	Actual %	Projected	Projected %	Best Case	Best Case %

By rep — New Opps

Rep	Target	Actual	Actual %

TCV Closed Actual = already realised (Won TCV with a close date in the selected month). Projected = Actual + confidence-weighted open pipeline expected to close this month. Best Case = Actual + full (unweighted) open pipeline expected to close this month. New Opps Actual = total value of deals created in the selected month (no Projected/Best Case — it's a record of what already happened, not a forecast).

Target vs Actual vs Projected vs Best Case — TCV Closed (Booked)

Target Actual Projected Best Case

Target vs Actual — New Opps

Target Actual

Month pacing — New Opps — cumulative vs straight-line target

Actual (cumulative) Pace to target

Month pacing — TCV Closed — cumulative vs straight-line target

Actual (cumulative) Pace to target