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Compare acquisition, funnel and pipeline value using the same explicit period and visibility scope.

1 min readUpdated Aug 23, 2026

Compare acquisition and pipeline indicators inside one explicit period and visibility scope.

Before you start

  • Choose the period to analyse.
  • Confirm source records and visibility are current.
Client reports with period filters, commercial metrics, funnel and acquisition charts.
Reports use the same selected period and authorised scope across metrics, charts and exports.

Apply the period first

Reports calculate new and qualified leads, open and won value, funnel stages and lead sources for the selected dates. Screen KPIs, charts and supported exports use that same period.

Respect the visible scope

Results and list exports include only records allowed by the current whole-instance, team or own visibility rule. A downloaded file is a point-in-time snapshot of that scope.

Interpret the funnel operationally

Pipeline values come from opportunity estimates and outcomes, not from Invoice documents or bank movements. Use connected financial context separately when available.

Step by step

  1. Open Reports.
  2. Set the from and to dates.
  3. Review new and qualified leads.
  4. Compare open and won value, funnel and sources.
  5. Export only after confirming period and scope.

Final check

  • Screen and export use the same period.
  • Forecast values are interpreted operationally.
  • The file is treated as a point-in-time copy.
Tip: Open the underlying lead or opportunity before acting on an unexpected aggregate.