Accessing the Reporting Module
To begin:
Click on ‘Reporting’ at the top-right of your Rave screen.
Depending on your permission level, you will see tabs for:
Company
Branch
Salesperson
For this guide, we are focusing on the Company tab.
Note: Only Head Office staff or users with multiple Rave accounts will have access to Company-level reports, which combine reporting across all branches.
Navigating to CRM Reports
In the Reporting Module, click on the CRM tab (left-hand side).
You will now see a list of available CRM reports.
The Enquiry Pipeline Change report is the second report in this list.
The Enquiry Pipeline Change Report allows you to track how enquiries move through your sales pipelines, providing visibility into:
Sales performance
Pipeline bottlenecks
Progression of leads across stages
This report is useful for sales teams, managers, and business owners wanting a high-level view of enquiry Pipeline flow.
Person vs Organisation Pipelines
If you use different pipelines for Person and Organisation types:
Use the toggle in the top-right corner of the report to switch between views.
If your sales pipeline is the same for both:
Choose “Both” to view all data together.
You can also:
Hide Lost/Closed leads using the checkbox
Export the data as a CSV file for easier reading and further analysis
Filtering Options
As with other CRM reports (like Source of Lead), you can apply filters to tailor the data:
Date range (custom or preset)
Branch
Pipeline Stage
Salesperson
These filters make it easy to focus on specific time periods, Pipelines or Branches
Working with the Report
This report contains a large number of columns and detailed data, including:
Client details
Pipeline stage
Movement timestamps
Assigned salesperson
Branch info
Tip: Due to its width, this report is often easier to review when downloaded as a CSV and opened in a spreadsheet tool like Excel or Google Sheets.