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Because a report that cannot be opened is a claim. The review spends its time disputing whether the number is right instead of deciding what to do about it, and everyone leaves with their prior intact.
Pipeline reports show movement between stages, ageing within them and conversion rates across them, with every figure openable to the individual deals underneath it.
Each figure is an aggregate of rows you can list, filter and export. Stage history is kept per deal, so conversion between two stages is measured from what actually happened rather than from current state.
Conversion looked healthy overall at 24%. Broken down, Proposal to Negotiation ran at 61% and Negotiation to Won at 39% — the loss was concentrated in one transition, and half of it was one loss reason.
It reports the pipeline you recorded. Deals that sat in the wrong stage for three weeks are measured as having sat in the wrong stage for three weeks, which is a feature.
Weighted forecasting shares the same rows, win/loss reasons group the losses, goal tracking measures against target, and scheduled exports send the same figures to whoever wants them in Excel.
Yes. Open the figure, list the rows, and stage history explains each one.
Yes, and permissions apply — a manager sees their team, a director sees the rollup.
Yes. Renaming a stage does not rewrite what past deals moved through.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.