# Salesforce Pipeline Report: Open Deals and Slipped Dates

- URL: https://betteranalyst.com/data-connectors/salesforce/pipeline-report
- Published: 2026-11-11
- Updated: 2026-11-11
- Author: David Bressler, Founder (https://betteranalyst.com/authors/david-bressler)

> **Summary:** A Salesforce pipeline report shows open opportunities by stage, owner and forecast category, with amount and close date. Add Opportunity History and you can also see which deals slipped. Connect an org to Better Analyst, select Opportunity and Opportunity History, and ask in plain English. Queries are read-only SOQL.

Data source: [Salesforce](https://betteranalyst.com/data-connectors/salesforce)

Build a Salesforce pipeline report with open opportunities by stage, owner and forecast category, plus slipped close dates from Opportunity History.

## Who this report is for

Sales managers and Salesforce admins who prepare a weekly pipeline review and get asked follow-up questions that a saved Salesforce report can't answer without being rebuilt.

## What the report includes

*Metrics and dimensions in this report*

| Metric | Source field | Why it matters |
| --- | --- | --- |
| Stage | Opportunity.StageName | The current sales stage, which is how open value is usually grouped. |
| Amount | Opportunity.Amount | The value behind every pipeline total. |
| Close date | Opportunity.CloseDate | Places a deal in a period, and reveals dates that have already passed. |
| Owner | Opportunity.Owner.Name | The rep responsible, for coverage and one-to-one reviews. |
| Forecast category | Opportunity.ForecastCategoryName | Separates commit, best case and pipeline, the terms most forecast calls use. |
| Probability | Opportunity.Probability | The stage's likelihood of closing, used for a weighted pipeline. |
| Is closed | Opportunity.IsClosed | A reliable filter for open deals that doesn't depend on stage names. |
| Prior close date | OpportunityHistory.CloseDate | The history of close dates, which shows exactly which deals were pushed. |

## How to build it in Better Analyst from Salesforce

1. Open Connectors, then Salesforce, and choose where you sign in: Production, Sandbox or My Domain.
2. Select Continue with Salesforce and approve access. If this is your org's first connection, a Salesforce admin may need to install the app first.
3. Keep Opportunity, Opportunity History and User among the selected objects, name the connector and save it.
4. Attach the connector to a chat and ask for open pipeline by stage and owner for this quarter.
5. Ask which opportunities moved their close date out of the quarter, and check a few against the records in Salesforce.

## Questions to ask

- “Show open pipeline by stage and owner for opportunities closing this quarter.”
- “Which opportunities slipped out of this quarter in the last 30 days?”
- “What is our weighted pipeline by forecast category for next quarter?”
- “List open opportunities with a close date in the past, with owner and amount.”
- “How long do opportunities spend in each stage, using Opportunity History?”

## Sample output

Sample data for illustration, not real account data.

*Sample data: open pipeline by stage for one quarter (illustrative, not a real org)*

| Stage | Open opps | Amount | Weighted | Past close date | Slipped in 30 days |
| --- | --- | --- | --- | --- | --- |
| Qualification | 58 | $1,240,000 | $124,000 | 4 | 7 |
| Needs Analysis | 34 | $910,000 | $182,000 | 6 | 5 |
| Proposal/Price Quote | 21 | $780,000 | $351,000 | 5 | 8 |
| Negotiation/Review | 9 | $412,000 | $309,000 | 2 | 3 |

## Charts to use

- **Open amount by stage** (Bar chart): The shape of the pipeline, with a data label on each stage.
- **Amount by forecast category and owner** (Stacked bar chart): Each rep's commit, best case and pipeline at a glance.
- **Slipped amount by week** (Column chart): Whether close dates are being pushed more often as the quarter goes on.

## Keep it up to date

Saved structured queries replay for dashboard refreshes, scheduled refreshes, alerts and Data Flows, so a pipeline dashboard stays current. A scheduled task can send the slipped-deal list before each forecast call.

## Further reading

- [Salesforce connector](https://betteranalyst.com/data-connectors/salesforce)
- [Salesforce connector setup docs](https://betteranalyst.com/docs/connectors/salesforce)
- [Web dashboards](https://betteranalyst.com/product/dashboards)
- [Scheduled tasks](https://betteranalyst.com/product/scheduled-tasks)

[Try Better Analyst free](https://betteranalyst.com/signup)

## Frequently asked questions

### Can Better Analyst change my Salesforce data?

It only issues SOQL SELECT queries and Bulk API query jobs, and has no write path. Salesforce has no read-only OAuth scope, though, so connect with a dedicated integration user whose permission set grants read access only.

### Can it use a report we already trust?

Yes. Pin saved Salesforce reports on the connector and Better Analyst runs them with their filters and groupings. Salesforce returns the first 2,000 detail rows of a report run, so larger results are marked partial and a full SOQL query is offered.

### Why can't it see some of my opportunity fields?

Field-level security on the connecting user decides what is visible. Check that user's access, then use Refresh selected schema on the connector after any change.

### Does this use my Salesforce API limits?

Yes. Queries count against your org's daily API allocation, and large exports count against Bulk API limits. Filtering by date range or stage uses fewer calls.

## Related reports

- [Salesforce Sales Report: Closed Revenue, Win Rate and Reps](https://betteranalyst.com/data-connectors/salesforce/sales-report)
- [Salesforce Lead Conversion Report: Rate by Source and Owner](https://betteranalyst.com/data-connectors/salesforce/lead-conversion-report)
- [HubSpot Pipeline Report: Open Deals by Stage and Owner](https://betteranalyst.com/data-connectors/hubspot/pipeline-report)