Sales Pipeline

The order-to-cash funnel from quote to invoice, with conversion at every stage.

Follow how business flows from quotes into orders, shipments and invoices. A funnel plus supporting tables expose where value is created and where it leaks, so you can manage conversion and protect expected revenue.

At a glance

Generated from the report definition (Vertriebspipeline / Sales Pipeline).

• Key visuals: funnel, 2× table

What this report helps you do

• Visualize the quote to order to shipment to invoice funnel
• Measure the quote-to-order conversion rate and spot drop-off
• Track expected revenue still sitting in the open order backlog
• Balance won revenue against the pipeline still to be converted

Filters & slicers

Filter	What it does
Client, Period, Employee, Items, Order Customer	Focus the pipeline on a company, period, salesperson, product portfolio or customer segment.

Visuals on this page

Pipeline Funnel

A funnel visual contrasts quote, order, shipment and invoice amounts across the sales process.

• See the relative size of each pipeline stage
• Detect stages with high drop-off between quote and invoice
• Assess how much potential revenue is still in early stages

Pipeline Detail Tables

Supporting tables break down quote and order values with the quote-to-order conversion rate.

• Quantify conversion from quotes to firm orders
• Identify customers or items with weak conversion
• Monitor open orders that will convert into future revenue

Typical use cases

• Pipeline Review — Steer the sales funnel in forecast and pipeline meetings, focusing on conversion.
• Revenue Forecasting — Use quote volume, conversion rate and open orders to anticipate upcoming revenue.

Related KPIs

• Quote Amount
• Quote to Order CR
• Order Amount
• Shipment Amount
• Invoice Amount
• Open Order Amount

See the full KPI & measure catalog for definitions and formats.

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