# Pipeline Pipeline is your organization's sales view: every project as an opportunity, with what it's worth and how likely you are to win it. It reads from the **Reporting panel** on each project, so keep those fields current and the forecast stays honest. Open **Reports** in the main navigation and choose **Pipeline**. > [!note] > Pipeline forecasts from **external** totals only, so there's nothing here for View In-House Internal Cost to hide. Standard reporting access still applies: Owners and Admins see every project, Project Admins see only the projects they're assigned to, and Guests have no reporting access. See [Users and Permissions](../01-Organization-Setup/Users-and-Permissions.md). --- ## The Reporting Panel Every project has a Reporting panel (formerly the Opportunity panel), in the estimate sidebar and on the project Dashboard. It holds: - **Opportunity Owner**: who's responsible for the bid (defaults to the project's creator) - **Reported Version**: which estimate version represents the project in Pipeline - **Expected Close Date**: when you expect a decision (defaults to the last day of the month the project was created) - **Probability (%)**: your likelihood of winning, 0–100 (defaults to 0) - **Lead Source**: how the opportunity came in - **Job Type**: the kind of production work - **Notes** - **Loss Reason**: why a bid was lost, for analyzing lost work later > [!tip] > Probability starts at 0, so a new project adds nothing to the forecast until someone sets it. Update it as conversations with the client move. --- ## What Pipeline Shows One row per project, using its reported version: **Job Code**, **Project Number**, **Estimate Number**, **Name**, **Client**, **Opportunity Owner**, **Stage**, **External Total**, **Age**, **Probability**, **Expected Revenue**, **Expected Close Date**, **Lead Source**, **Job Type**, **Approved On** and **Tags**. - **External Total** is the reported version's external total, plus any approved overages. - **Age** is how many days since the project was created. - **Expected Revenue** is External Total × Probability. A $100,000 bid at 60% contributes $60,000. --- ## Segments Switch between four segments at the top of the page: | Segment | Shows | |---|---| | **All Opportunities** | Every project, whatever its stage | | **Pipeline** | Open bids: every stage except Approved, Cancelled and Abandoned. This is your working sales view | | **Approved** | Projects with an approved estimate: work you've won | | **Cancelled** | Cancelled and Abandoned projects, for looking back at what didn't convert | Pipeline and Approved together make up All Opportunities. Each segment is a filter on top of your current view, and the grid works like every other PAI table: sort, filter, group, and save your own views. See [Working with Tables](../00-Understanding-PAI/Navigating-PAI.md#working-with-tables). --- ## Revenue Forecasting The **Totals** panel in the grid sidebar sums **External Total** and **Expected Revenue** for everything matching your filters, across all pages. In the **Pipeline** segment, Expected Revenue is your probability-weighted forecast of incoming work: what you're likely to win, not the raw total of everything you're bidding. Filter by Opportunity Owner, Lead Source, Job Type or Client to cut the forecast by producer, by channel, by kind of work, or by relationship. Approved projects keep the Probability you last set; approval doesn't change it to 100%. Comparing what you expected to win with what you did is part of the picture.