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Additional Pipelines Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Additional Pipelines Report

The Additional Pipelines Report helps you review deal activity across additional pipelines in LeadCenter.AI.

Use this report to review pipeline-level deal counts, linked contacts, deal ownership, current stages, stage statuses, deal values, and custom-field details.

This report is based on Deal Created Date.

This report is reporting-only. It does not create, move, edit, close, or delete deals or pipelines.

This report can contain sensitive deal identifiers, linked contacts, owner assignments, deal values, stages, and custom-field information. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Select Additional Pipelines Report .

This report refreshes every 15 minutes, so the latest data may not appear immediately.

Set the Deal Created Date Range

Use the Deal Created Date range to choose the deal creation period you want to review. The report updates based on the selected Deal Created Date range and filters.

Filter the Report

Use the main Pipeline filter to focus the report on a specific additional pipeline.

Table controls and filters may also include:

  • Current Stage
  • Stage Status
  • Deal Owner
  • Deal
  • Contact

Select Reset Filters to clear the selected filters and return the report to its default view.

Review KPI Cards

The KPI cards summarize additional pipeline activity for the selected Deal Created Date range and filters.

  • # Additional Pipelines: Additional pipelines represented in the current report view.
  • # Deals: Deals represented in the current report view.
  • # Contacts in Add. pipelines: Contacts linked to deals represented in the current report view.
  • Total Deals Value: Total deal value shown in the current report view.

Use the visible KPI labels as report indicators. This article does not define additional formulas for these cards.

Review Additional Pipelines - Deals

The Additional Pipelines - Deals table provides deal-level detail for the selected Deal Created Date range and filters. The table includes a grand total for applicable deal value metrics.

The table includes:

  • Pipeline
  • Deal UUID
  • Deal Name
  • Current Stage
  • Stage Status
  • Contact
  • Deal Owner
  • Created Date
  • Closed Date
  • Deal Value

Review Additional Pipelines - Deal Custom Fields

The Additional Pipelines - Deal Custom Fields section shows custom-field information for deals included in the current report view.

This section includes:

  • Custom Field Label
  • Custom Field Value

Interpret Additional Pipeline Data

Additional Pipelines track deals through pipeline-specific stages, while the main Sales Pipeline tracks contacts.

A deal can be linked to contacts and, where enabled, a company. When reviewing report results, check the selected pipeline, Deal Created Date range, stage filters, owner filters, and linked contact information.

If a deal is missing from the report, confirm that it belongs to the selected pipeline and matches the Deal Created Date range and active filters.

Download and Export

Select Download PDF to download the current report view as a PDF.

To export a table as a CSV, open the table’s three-dot menu and select Export. For more details, see Exporting Data from Reports .

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