β οΈPlease do not create a duplicate project name.
β
πProject names are locked once created β they cannot be edited. Please do not create duplicate project names.
Net New Pipeline (New client)
Existing New Pipeline (Existing client)
Weighted = SOW Γ Probability%
Monthly revenue follows the selected Revenue Year (AprβMar fiscal).
βΉοΈ Aggregate values are summed across mixed currencies (no FX conversion) β see enhancement notes.
Pipeline by Status
Value & count across all statuses
Net New vs Existing New
Open pipeline value by client type
Open Pipeline by Industry Head
Pipeline + Deferred only
Open Pipeline by Billing Entity
Pipeline + Deferred only
Expected Closure Timeline
Open pipeline SOW by expected closure month
Pipeline Movement β last 6 months
What changed each month: new adds, deferrals, wins, losses
π Why We Lose
Closed-Lost deals grouped by reason (count Β· value)
π’ Most Deferred Projects
Projects whose closure month slipped most often
π Recent Activity
Latest changes across the pipeline