Pipeline report
crm_pipeline_reportHow a pipeline is doing: open deals by stage with their value and weighted value (value x probability), deals won and lost in a period (this month by default) with the win rate, average deal won, average days to close and lost reasons, a forecast of open deals by expected close month, and how many open deals have not moved for stale_days. Values are per currency. Free.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| since | No | First day of the period: YYYY-MM-DD or today-30. Default: the 1st of this month. | |
| until | No | Last day of the period (included). Default: today. | |
| pipeline | No | Name or id; default: the first pipeline. | |
| stale_days | No |