# Pipeline Progression
Lead Pipeline Progression shows how leads created in the selected date range are distributed across configured pipeline statuses, with conversion KPIs. Status rows follow the lead-status hierarchy order.
Overview
Open from CRM → Reports → Pipeline Progression.
Page title in ERP: Lead Pipeline Progression
Shows lead counts per Lead Status stage for leads created in the date range. Status rows appear in pipeline tree order (parent → child).
Empty state: No pipeline data for the selected filters.
There is no kanban or pipeline board view in Freespace — this report is the primary funnel analysis tool.
Use Cases
- Pipeline health check — See where leads accumulate in the funnel.
- Monthly review — Compare stage distribution month over month using date range presets.
- Conversion tracking — Use Converted and Conversion rate KPIs alongside stage counts.
Filters
| **Filter** | **Location** | **Notes** |
|------------|--------------|-----------|
| Date range | Header | Lead Created date. Converted count uses customer Created date in same range. Default: current month. |
| Branch | Advanced Filter | Hidden for single-branch companies. |
| Route | Advanced Filter | Autocomplete. |
| Lead owner | Advanced Filter | Employee autocomplete. |
| Lead source | Advanced Filter | Active sources only. |
Toolbar: Generate, Advanced Filter, clear.
KPI Cards
| **Card** | **Shows** |
|----------|-----------|
| Total leads | Sum of all stage counts |
| Converted | Customers with a linked lead, created in range |
| Conversion rate | (Converted ÷ Total leads) × 100, with % suffix |
Columns
| **Column** | **Shows** |
|------------|-----------|
| Status | Lead status name. |
| Count | Leads in that status. |
| Distribution | Progress bar relative to the highest stage count (hidden on extra-small screens). |
No grand total row in the table — use the Total leads KPI card.
Actions
Generate, Advanced Filter, clear — no export, print, or drill-down.
FAQ
Is this the same as an Opportunity pipeline board?
No. This report counts leads by Lead Status. Opportunities use a separate list with Draft/Approved status, not a visual pipeline board.
Why don't stage counts add up to Total leads?
Each lead has one current status; Total leads is the sum of counts across all stages for leads created in the range.
How is Converted KPI calculated?
Converted counts leads that became customers in the period — it may differ from Won stage counts when conversion date and status change timing differ.
What does the distribution bar show?
Visual share of leads in each status row relative to total leads created in the filtered Created date range.
Does filter by Lead Owner affect KPI cards?
Yes. Owner and source filters on the report narrow both KPI cards and stage rows to matching leads.
Why is my custom status missing from the funnel?
Statuses with zero leads in the date range are omitted. Confirm leads were created in the range and assigned to that status.
Is this a substitute for opportunity tracking?
No. Opportunities are separate documents with item lines and sale quotation conversion — this report tracks lead pipeline status only.