Overview
By surfacing project and pipeline data at the Service Offering level, teams gain a more detailed understanding of how specific offerings are performing—across both sold and potential work. Whether you're a delivery lead wanting more clarity or a sales manager looking to forecast more accurately, this view has your back.
What You’ll See
Active Projects by Offering View
This view is available for any project that has moved beyond the sales cycle and is currently in flight (or about to be).
Included fields:
- Offering Name
- Project Name
- Owner
- Client
- Status (e.g. Awaiting Start, In Progress)
- Start Date
- End Date
- Team Data
- Hours
- Revenue
Sales Pipeline by Offering View
This view helps you evaluate potential work (pre-sale) at a more granular level—organized by the offerings included in your estimates.
Included fields:
- Offering Name
- Project Name
- Owner
- Client
- Pipeline Stage
- Start Date
- End Date
- Hours
- Revenue
Export Capabilities
Both views include the ability to export the data. Once exported, you can segment, sort, and filter it however you'd like .
Pro Tips
- Use Saved Views to quickly access Offering-level reporting across your client portfolio.
- Filter by Owner or Client to support account-specific analysis for delivery, sales, or CS.