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Send Sales Pipeline Report
Count open deals by stage and send the sales lead a Monday summary
Use this Agent instantly or customize it - no programming needed
- Current dealsCurrent deals
Your current deals show who owns them, when they may close, and their stage and value.
- Report settingsReport settings
You choose the team, pipeline, open stages, close-date period, and currency display rule.
- Monday snapshot timeMonday snapshot time
Your Monday schedule supplies the time used to date the report and resolve its period.
- Reporting sheetReporting sheet
You choose where the weekly breakdown goes and which sheet link the sales lead receives.
- Sales lead chatSales lead chat
You choose the private conversation where your sales lead receives the report.
Your deal management system supplies current deal details for the weekly pipeline snapshot.
- Data-unavailable notice
Your team chat app delivers the report privately to your sales lead.
- Weekly pipeline breakdownWeekly pipeline breakdown
Your sheet shows dated counts and values by stage and currency, plus filters and amount gaps.
Your spreadsheet keeps dated stage totals and the filters behind each report.
- Sales lead reportSales lead report
Your sales lead gets the figures, filters, snapshot time, amount gaps, and any sheet failure.
- Sales lead reportSales lead report
Your sales lead gets the figures, filters, snapshot time, amount gaps, and any sheet failure.
This Agent starts at your chosen Monday time and reads current deals. It filters for your team and close-date period, then totals open deals by stage. It saves the figures and sends your sales lead a summary.
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Google SheetsUsed as:
- Spreadsheet
Google Sheets keeps dated stage totals and the filters behind each report.
SlackUsed as:
- Team chat app
Slack delivers the report privately to your sales lead.
HubSpotUsed as:
- Deal management system
HubSpot supplies current deal details for the weekly pipeline snapshot.
- Spreadsheet
HubSpot keeps dated stage totals and the filters behind each report.
LeadConnectorUsed as:
- Deal management system
LeadConnector supplies current deal details for the weekly pipeline snapshot.
- Spreadsheet
LeadConnector keeps dated stage totals and the filters behind each report.
AirtableUsed as:
- Spreadsheet
Airtable keeps dated stage totals and the filters behind each report.
SalesforceUsed as:
- Deal management system
Salesforce supplies current deal details for the weekly pipeline snapshot.
monday.comUsed as:
- Deal management system
monday.com supplies current deal details for the weekly pipeline snapshot.
- Spreadsheet
monday.com keeps dated stage totals and the filters behind each report.
AsanaUsed as:
- Spreadsheet
Asana keeps dated stage totals and the filters behind each report.
ClickUpUsed as:
- Team chat app
ClickUp delivers the report privately to your sales lead.
ActiveCampaignUsed as:
- Deal management system
ActiveCampaign supplies current deal details for the weekly pipeline snapshot.
PipedriveUsed as:
- Deal management system
Pipedrive supplies current deal details for the weekly pipeline snapshot.
ZoomUsed as:
- Team chat app
Zoom delivers the report privately to your sales lead.
BrevoUsed as:
- Deal management system
Brevo supplies current deal details for the weekly pipeline snapshot.
TelegramUsed as:
- Team chat app
Telegram delivers the report privately to your sales lead.
Microsoft ExcelUsed as:
- Spreadsheet
Microsoft Excel keeps dated stage totals and the filters behind each report.
Zoho CRMUsed as:
- Deal management system
Zoho CRM supplies current deal details for the weekly pipeline snapshot.
Follow Up BossUsed as:
- Deal management system
Follow Up Boss supplies current deal details for the weekly pipeline snapshot.
Microsoft TeamsUsed as:
- Team chat app
Microsoft Teams delivers the report privately to your sales lead.
CloseUsed as:
- Deal management system
Close supplies current deal details for the weekly pipeline snapshot.
Google ChatUsed as:
- Team chat app
Google Chat delivers the report privately to your sales lead.
Microsoft Office 365Used as:
- Spreadsheet
Microsoft Office 365 keeps dated stage totals and the filters behind each report.
RingCentralUsed as:
- Team chat app
RingCentral delivers the report privately to your sales lead.
SmartsheetUsed as:
- Spreadsheet
Smartsheet keeps dated stage totals and the filters behind each report.
KeapUsed as:
- Deal management system
Keap supplies current deal details for the weekly pipeline snapshot.
- Spreadsheet
Keap keeps dated stage totals and the filters behind each report.
AttioUsed as:
- Deal management system
Attio supplies current deal details for the weekly pipeline snapshot.
ChatworkUsed as:
- Team chat app
Chatwork delivers the report privately to your sales lead.
ApolloUsed as:
- Deal management system
Apollo supplies current deal details for the weekly pipeline snapshot.
WhopUsed as:
- Team chat app
Whop delivers the report privately to your sales lead.
ClickFunnelsUsed as:
- Deal management system
ClickFunnels supplies current deal details for the weekly pipeline snapshot.
KommoUsed as:
- Deal management system
Kommo supplies current deal details for the weekly pipeline snapshot.
PodioUsed as:
- Deal management system
Podio supplies current deal details for the weekly pipeline snapshot.
Microsoft Dynamics 365 CRMUsed as:
- Deal management system
Microsoft Dynamics 365 CRM supplies current deal details for the weekly pipeline snapshot.
ConnecteamUsed as:
- Team chat app
Connecteam delivers the report privately to your sales lead.
Bigin by Zoho CRMUsed as:
- Deal management system
Bigin by Zoho CRM supplies current deal details for the weekly pipeline snapshot.
Bitrix24 CRMUsed as:
- Deal management system
Bitrix24 CRM supplies current deal details for the weekly pipeline snapshot.
CopperUsed as:
- Deal management system
Copper supplies current deal details for the weekly pipeline snapshot.
StreakUsed as:
- Deal management system
Streak supplies current deal details for the weekly pipeline snapshot.
HoldedUsed as:
- Deal management system
Holded supplies current deal details for the weekly pipeline snapshot.
Odoo CRMUsed as:
- Deal management system
Odoo CRM supplies current deal details for the weekly pipeline snapshot.
Capsule CRMUsed as:
- Deal management system
Capsule CRM supplies current deal details for the weekly pipeline snapshot.
Freshsales SuiteUsed as:
- Deal management system
Freshsales Suite supplies current deal details for the weekly pipeline snapshot.
Keller Williams CommandUsed as:
- Deal management system
Keller Williams Command supplies current deal details for the weekly pipeline snapshot.
Teamleader FocusUsed as:
- Deal management system
Teamleader Focus supplies current deal details for the weekly pipeline snapshot.
NetSuiteUsed as:
- Deal management system
NetSuite supplies current deal details for the weekly pipeline snapshot.
TwitchUsed as:
- Team chat app
Twitch delivers the report privately to your sales lead.
KintoneUsed as:
- Spreadsheet
Kintone keeps dated stage totals and the filters behind each report.
MOCOUsed as:
- Deal management system
MOCO supplies current deal details for the weekly pipeline snapshot.
Made for your industry
Send Sales Pipeline Report is made for businesses in these industries.
- Advertising and Marketing
Track open agency deals by stage for the weekly new business review.
Show all Agents for the Advertising and Marketing industry - Software
Summarize open software deals by stage for the sales lead.
Show all Agents for the Software industry - IT Services
Count open service deals by stage for the weekly sales review.
Show all Agents for the IT Services industry - Consulting
Summarize prospective client deals by stage for Monday's review.
Show all Agents for the Consulting industry - Construction
Show the value of open project deals by stage each Monday.
Show all Agents for the Construction industry - Wholesale Distribution
Total open account deals by stage for the weekly pipeline report.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Total open product deals by stage for Monday's report.
Show all Agents for the Manufacturing industry - Real Estate
Show open property deals by stage for the Monday sales review.
Show all Agents for the Real Estate industry
Made for your role
Send Sales Pipeline Report is made for people in these roles.
- Sales Operations Specialist
Pull current team deals into a dated stage-by-stage report.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Send a Monday snapshot of team deals with a link to the breakdown.
Show all Agents for the Sales Manager role - Sales Operations Manager
Send the sales lead a weekly pipeline report with the filters used.
Show all Agents for the Sales Operations Manager role - Reporting Analyst
Log dated deal counts and values by stage in the reporting sheet.
Show all Agents for the Reporting Analyst role - Revenue Operations Manager
Share stage totals across the team's open pipeline each Monday.
Show all Agents for the Revenue Operations Manager role - Sales Operations Analyst
Total open deals by stage and log the figures for each Monday report.
Show all Agents for the Sales Operations Analyst role
Made for your department
Send Sales Pipeline Report is made for people in these departments.
- Sales
Send the lead a Monday view of open deals by stage and value.
Show all Agents for the Sales department - Sales Operations
Prepare the Monday pipeline breakdown from current team deals.
Show all Agents for the Sales Operations department - Revenue Operations
Log weekly deal totals by stage with the filters used.
Show all Agents for the Revenue Operations department - Business Intelligence
Save dated pipeline figures by stage in the reporting sheet.
Show all Agents for the Business Intelligence department
How Send Sales Pipeline Report works
4 steps, in order, on every run.
-
Read Current DealsRead deals in your chosen pipeline at the Monday send time. Capture their owners, stages, expected close dates, amounts, and currencies.
-
Filter and Total Open DealsKeep deals for your team and period in your chosen open stages. Count and total by stage and currency; flag unusable amounts.
-
Log the Weekly BreakdownAdd dated rows to your reporting sheet with counts, values, and filters. Include the snapshot time and any amount gaps.
-
Send the Sales Lead a SummarySend stage totals, filters, gaps, and the sheet link in a private chat. Send a data-unavailable notice if the full deal set cannot be read.
How to Get Started
Connect the tools you already use, such as Google Sheets, Slack or HubSpot.
47 tools
- Choose the Monday send time and time zone, the sales lead's private chat destination, and the reporting sheet.
- Choose the sales pipeline, the team owner IDs, and the rolling reporting period, such as the current calendar quarter, based on expected close date.
- Define which pipeline stages count as open and the currency display rule; amounts in different currencies stay separate.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Sales Pipeline Report:
You choose the pipeline, team owners, open stages, and expected close-date period. The report counts matching deals from the Monday snapshot.
Your report keeps currencies separate. Deals with unusable amounts or currencies still count. Your chat and sheet show the gaps.
Your sales lead gets a data-unavailable notice if the full deal set cannot be read. If the sheet update fails, they get the figures in chat and a note about the failure.
Your sales lead gets a zero-result report with the filters. Your reporting sheet records zero matching deals for that Monday snapshot.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.