Perhaps one of the most important reports is the Opportunities Pipeline report, shown below, as it provides a visual answer to the perennial sales question, "What's in the pipeline?" This report is used to analyse the open opportunities in the sales pipeline and makes it easy to identify the proportion of open opportunities in each stage relative to all open opportunities.


You can display the Opportunities Pipeline as a dynamically changing graphic by selecting Goto → Dynamic Opportunity Analysis or by right-clicking anywhere in the Opportunity Pipeline and selecting this option (see Figure below).



The Dynamic Opportunity Analysis window represents each sales opportunity as a balloon whose size corresponds to the potential amount of the sales opportunity. Both open and closed sales opportunities are included. Each of the vertical divisions represents a stage in the sales process. The balloons move according to their changing status along the longitudinal axis, which represents the stages of the sales process.