Viper Reporting from Dashboard

• Filter data by all programs by:
  • Date
  • Destination
  • Salesperson
  • Status
  • Probability
• Decide how you want to manage your pipeline reporting. Examples include:
  • Using estimated value & keeping that up to date
  • Keeping probability updated and reporting on the active costing values
  • Flipping sold programs to operations (100%) and using that value as sold
  • Using a status (needs analysis) to report active value of pipeline
  • Training staff to exclude costs for multiple options in the costing to keep pipeline costs ‘real’ and not overinflated
• Review HQ reports which works on sales costing value + ops costing value combined (tax in)
• Download data to excel