Schedule a report
Report
2
Schedule
3
Delivery
Report name
∙
Required
Used as the email subject line.
Dataset
Sales pipeline
Sections to include
Executive summary
Executive summary
Headline numbers and week-over-week change.
Trend charts
Trend charts
Twelve-week series for each headline metric.
Segment breakdown
Segment breakdown
Split by region, plan, and account size.
Anomaly callouts
Anomaly callouts
Metrics more than two standard deviations off trend.