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    Sugar User Group: Sugar Report Design & Sales Pipeline Management

    Sugar User Group: Sugar Report Design & Sales Pipeline Management

    In this webinar reviewed four common sales pipeline reports in Sugar and detail how they are created including:

    • Sales Pipeline Entry Report
    • Open Pipeline by Rep and Stage Report
    • Pipeline Win/Loss Ration Report
    • Pipeline Loss Reason Report

    We will show how we use these reports at UpCurve Cloud on a dashboard and are able to drill down into detailed information from Sugar.

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