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Closed Won Pipeline 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

Closed Won Pipeline Report

The Closed Won Pipeline Report helps you review contacts that reached a closed-won pipeline outcome during the selected period.

Use this report to review closed client activity by campaign, stage, medium, owner, advisor, office location, geography, category, tags, and related account totals.

This report is based on Contact Closed Date.

This report is reporting-only. It does not mark contacts won, change stages, or update client or account records.

This report can contain sensitive identity, household, pipeline, geographic, tag, and financial information. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Open Marketing Reports.
  3. Select Closed Won Pipeline Report .

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

Set the Contact Closed Date Range

Use the Contact Closed Date range to choose the closed-won period you want to review. The report updates based on the selected Contact Closed Date range and filters.

Filter the Report

Use the filters and controls at the top of the report to narrow closed-won pipeline activity.

Available filters and controls include:

  • Contact Closed Date
  • Medium
  • Owner
  • Stage
  • Category
  • Office Location
  • Amount Issued
  • Show Parent Source
  • Contact Name
  • Writing Advisor
  • Servicing Advisor
  • Parent Source
  • Child Campaign

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

Review KPI Cards

The KPI cards summarize closed client activity for common time periods and the selected report period.

  • Clients YTD
  • Clients MTD
  • Clients WTD
  • Clients YESTERDAY
  • Clients Today
  • Clients in selected period

Use the visible KPI labels as report indicators. This article does not define additional client qualification formulas or KPI calculations.

Review Report Sections

The report includes sections for reviewing closed clients over time, by campaign, by stage, by medium, and by geography.

  • New Clients Timeline, by Closed date
  • Clients by Campaign
  • Clients by Stage
  • Clients by Medium
  • List of Clients
  • Clients Heatmap
  • Clients by City

Map and city sections provide geographic context when supporting location data is available in the report.

Review the List of Clients

The List of Clients provides client-level detail for the selected Contact Closed Date range and filters. The table includes a grand total for applicable numeric metrics.

The list includes:

  • Clickable ID
  • First Name
  • Last Name
  • Lead Owner
  • Created Date
  • Closed Date
  • Client Since
  • Writing Advisor
  • Servicing Advisor
  • Head of Household
  • Spouse Name
  • Campaign
  • Parent Campaign
  • Stage
  • State
  • Category
  • Office Location
  • Tags
  • Total Amount
  • Issued
  • Pending
  • Forecasted
  • Record Count

Interpret Pipeline Results Carefully

Closed stage and Closed At history can remain on a contact record. Contacts removed from the active pipeline do not appear in pipeline reports.

When reviewing this report, check the selected Contact Closed Date range, filters, and contact list before comparing results with other pipeline or production reports.

Use Section Controls

Report sections may include chart controls such as Show applied filters and Show chart menu.

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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