In This Article
Overview
The Ideas Pipeline Summary report displays the status of the pipeline for the current month and the next month relative to targets. This view allows users to determine if the pipeline is blocked or whether new ideas need to be generated. This report can be accessed in the Reports module by selecting the Pipeline Summary report under the Ideas section.
Pipeline Summary Explained
The Pipeline Summary report will be displayed similar to the image below:
 | Displays the filters selected from the Filter icon |
 | Click the Filter icon to choose the filters you want to apply to the report. In the Filter panel, you can select additional filters by using the More Filters dropdown menu. Click Clear to reset the filter options, or Filter to apply them to the report. |
 | Click on this icon to download the report in PDF or Excel format |
 | The report chart will display the value of the pipeline based on the selected filters. You can hover over the column bars to see more details about the values in the chart. |
 | The report chart will display the value of the pipeline based on the selected filters. |
Chart Values Explained
The following explain the terms of the values displayed on the chart:
- EoM: End of Month
- MTD: Month to Date.
- MTD Actual: this is the value of all active ideas within the date specified on the date filter. These values can also be viewed on Idea Card view
- EoM Forecast: the total of the forecast values from active initiatives at the end of the month selected in the date filter.
- MTD Deficit: difference between the MTD Actual value and zero
- EoM Deficit: difference between the EoM Forecast value and zero