Pipeline Reporting & Stats — Jtek Knowledge Base

1

Pipeline Overview Stats

The pipeline overview gives you a bird's-eye view of your entire book of business — total active value, how much has closed, and your overall conversion rate.

Go to Opportunities → Reports (or click the chart icon at the top of the pipeline board).
Total Pipeline Value: The sum of all open opportunity values across all active stages. This is your maximum potential GCI if every deal closes.
Won Value (this period): The sum of all deals marked "Closed Won" in the selected date range. This is your actual closed production.
Conversion Rate: Won deals ÷ Total deals created × 100. This is your overall close rate — the higher, the better.
Average Deal Size: Total won value ÷ Number of won deals. This tells you the typical commission size you are closing.
Adjust the date range using the time filter at the top — view all time, this month, this quarter, or a custom date range.
Switch between pipelines using the pipeline dropdown to view stats for Buyer Pipeline vs Seller Pipeline separately.

💡Monthly review habit: Pull the pipeline overview on the first Monday of each month. Compare Total Pipeline Value to the same period last month. If it is shrinking, you need to add more leads at the top of the funnel.

app.jtek.pro/opportunities/reports

Pipeline Overview — Q1 2026

$2.4M

Total Pipeline

$840K

Won This Qtr

24%

Close Rate

$420K

Avg Deal Size

2

Stage-by-Stage Breakdown

The stage breakdown report shows exactly where deals are piling up or falling off — your most important tool for diagnosing funnel bottlenecks.

In the Reports view, click "Stage Breakdown" or scroll to the stage funnel section.
Each stage shows: number of deals currently in that stage, total value of those deals, and average days a deal spends in that stage before moving.
A high "average days" number on a specific stage means deals are stalling there. This is your bottleneck — focus attention on moving those deals forward.
Compare stage-to-stage drop-offs. If you have 40 deals in "Contacted" but only 10 in "Showing Scheduled", you have a conversion problem in that transition. Work to improve your appointment-setting process.
Click any stage to drill into the list of deals currently in that stage, sorted by days in stage (oldest first).
The funnel visualization shows the narrowing of deals from top (most) to bottom (fewest) as they progress toward closing.

💡Find your bottleneck: The stage with the largest percentage drop-off from the previous stage is where to focus your energy. Improve that one conversion rate and your entire funnel output improves.

app.jtek.pro/opportunities/reports — Stage Breakdown

Stage Breakdown — Buyer Pipeline

New Lead

18 deals

Avg 2.4d

Contacted

12 deals

Avg 5.1d

Showing Scheduled

7 deals

Avg 3.8d

Closed Won

2 deals

$840K

3

Won vs Lost Analysis

The Won vs Lost analysis shows you which lead sources, team members, or deal types produce the best close rates — and which ones need improvement.

In Reports, click "Won vs Lost" or the "Close Rate Analysis" section.
Close Rate by Source: See your close rate broken down by lead source — Zillow, Referral, Website, Open House, etc. This tells you where your best-converting leads come from.
Close Rate by Team Member: See each agent's close rate side by side. Useful for coaching conversations and identifying top performers.
Lost Reasons Breakdown: A pie chart or bar chart showing why deals were lost. Common categories: Price, Timing, Chose Another Agent, No Longer Looking, Financing Fell Through.
Filter by date range to compare Q1 vs Q2, or this year vs last year.
Click any bar or segment to see the specific deals that make up that data point.

💡Use lost reasons strategically: If "Chose Another Agent" is your top lost reason, focus on speed-to-lead (response time) and differentiation. If "Price" dominates, consider adjusting your qualifying criteria upfront.

app.jtek.pro/opportunities/reports — Won vs Lost

Close Rate by Source — Q1 2026

Referral

42%

Open House

31%

Website

22%

Zillow

11%

4

Exporting Pipeline Data

Export your pipeline to a CSV file for use in external spreadsheets, presentations, or to share with your broker or team.

Go to Opportunities and apply any filters you need first — for example, filter by date range or assigned user to export only a subset of deals.
Click the export icon (download arrow) at the top right of the opportunities list view, or go to Opportunities → Reports → Export.
Select your export format: CSV is the most universally compatible. Excel format is also available if you prefer.
Choose what to include: All columns (contact name, email, phone, deal value, stage, close date, source, assigned user, notes) or a custom selection.
Click "Export." Jtek will generate the file and download it automatically to your computer.
Open the CSV in Excel or Google Sheets to create pivot tables, charts, or custom reports beyond what Jtek's built-in reporting provides.
For scheduled reports, contact Jtek support — automated weekly or monthly pipeline exports can be set up to deliver to your email automatically.

💡Monthly export habit: Export your pipeline to a spreadsheet at the end of each month and archive it. After 12 months you will have year-over-year data that shows your business growth — one of the most motivating documents you can create.