Reports & your pipeline
Reports (under More) shows how your workspace is doing at a glance. Pick a period — 30 days, 90 days, 12 months, Year to date or All time — and everything updates. (Reports is for managers and the owner.)
The headline numbers
Across the top: Open pipeline (proposal + reviewing value), Win rate, Deals won, Won value, Avg deal size and Activity (logged touches).
Screenshot 1The Reports page: the top stat tiles (Open pipeline / Win rate / Deals won / Won value / Avg deal size / Activity) with the date-range tabs (30 days / 90 days / 12 months / Year to date / All time) selected.
Charts & the team
Below that: Pipeline by stage, Won vs lost, Revenue collected (client payments via pay links), and an Activity mix. A Team leaderboard breaks deals and activity down by agent, and a client funnel shows Trips shared → Opened by client → Responded → Accepted.
Screenshot 2The lower half of Reports: the Pipeline-by-stage bar chart and Won-vs-lost donut, the Team leaderboard table, and the bottom funnel tiles (Trips shared / Opened by client / Client responded / Accepted).
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