©2019 by Q2

Sample Automated Pipeline Report- Not all fields shown. This is an excerpt.

Pipeline report snapshot. Fields included can be customized.  (No real data - sample data only)

report continuation

Color coding notes: 

  • When a loan funds, then entire transaction line is auto updated to light green

 

  • Red fill on dates means a ‘Needed’ or due by date has passed for that element and it has not been completed yet. 
     

  • Yellow fill on an actual date means the element was completed but completed late when compared to the Needed Date