The Top 10 Pipeline Accounts report provides critical information to prioritize sales, account management, and business development activities. This report enables managers and salespeople to focus their time and effort on areas where they are likely to have the most impact. The list of top accounts also helps the leadership team identify strategic customers and their performance.
The table provides a list of the top 10 accounts along with the total pipeline value for each account.
The filters at the top allow you to filter on the current status, a specific pipeline, and a salesperson to drill down the data.
To download the data in the report click on the three-dot icon over to the top right-hand side of the dashboard, followed by 'Download' to see the download options.
The refresh interval (text in bold and on top). This reflects how often the data source with the lowest refresh frequency gets updated.
The last refresh timestamp (text at the bottom). This reflects the earliest time when a data source was last updated in the dashboard.