The original report tabs on Reports have been replaced by TED starters — ready-made reports in the list on the left that you can run as they are or reshape. Each starter gives the same numbers as the tab it replaced. Old bookmarks and links to a tab still work: they open the starter that replaced it. Searching the list for an old name, such as "Fallout", finds the new report too.
Which starter replaced each tab
| Original tab | Open this TED starter |
|---|---|
| Pipeline | Open pipeline by stage |
| By Lead Source | Profit by lead source |
| By Rep | Profit by ACQ |
| Closed P&L | Closed profit by month |
| Pipeline Forecast | Closing forecast (next 90 days) |
| Fallout | Cancellations by reason |
| Rep Comparison | Rep comparison |
| Deal Velocity | Deal velocity and Time in stage |
Workload and QuickBooks Export didn't change — they're under Tools in the same list. On a narrower screen, select Reports at the top of the page to open the list.
To change what a starter counts — the dates, which deals, how it's grouped — see Building a report. Your changes don't alter the starter for anyone else, and you can save your version.
Getting the old views back
A few things the tabs showed are one change away in the builder:
- Pipeline by status, lead source or deal type — open Open pipeline by stage and change Group by from Current stage to Status, Lead source or Deal type. To see days since contract, select Add measure and pick an Average of Days open.
- Closed P&L by quarter — in Closed profit by month, change the grouping's period from By month to By quarter.
- Weekly forecast — in Closing forecast (next 90 days), change the grouping's period to By week.
- Fallout's per-deal detail — in Cancellations by reason, choose No grouping — list every row. Each canceled deal shows its reason, Caused by, Canceled in stage, Expenses, Forfeited earnest money and Sunk cost.
- Stall points (how long deals sit in each stage) — open Time in stage.
- One entity — select Add filter, pick Entity, and type the entity's name. Teams with no legal entities set up don't need this.
- A CSV — select Export CSV on any report.
Two things didn't carry over. Rep comparison shows each rep's closed deals, profit and average days to close, but not the share of their deals that were canceled. And Deal Velocity's Currently Stalled list isn't a report any more — ask Ask TED "which deals are stalled?" to see deals sitting in a stage longer than your team's usual time there.
Which date a closed deal counts on
Reports dated by Closed date (actual, else funded, else closed, else expected) — the profit, closed P&L, rep comparison and deal velocity starters, and QuickBooks Export — place each deal on its Actual Closing Date. TED fills that in for you on the day you mark the deal Closed or Funded, and you can change it on the deal's Close section. If a deal has no Actual Closing Date, TED uses the date it funded, or the date it closed if it hasn't funded yet. A deal that funded today shows up in today's numbers, even if its planned closing date is next month. When TED has none of those (for example, some imported deals), it falls back to the expected closing date — the extended closing date if one's set, otherwise the original. Point at the Dates chip on any of these reports to see the same explanation.
The same date is used everywhere else TED counts closed deals for a period: Closed Revenue on My Dashboard and Team Dashboard, Recently closed, the daily briefing's Money tile and "closed yesterday", a deal's Financial tab, Bonus plans, the Employee Leaderboard, and Ask TED's business summary and per-person performance answers. So a deal lands in the same month on your dashboard, in your bonuses and in Closed profit by month.
Deal velocity only counts deals that have a contract date — without one there's no contract-to-close time to measure.
How blanks show
Deals with blanks aren't dropped:
- No actual or projected sale price yet — the deal still counts, and its money shows as a dash (—) rather than $0. Averages only cover deals with a price, so an unpriced deal doesn't drag an average down. The line under the table tells you what the numbers leave out.
- No lead source — grouped under Unassigned. Lead sources are grouped by the option picked from your team's list, so renaming an option keeps all its deals in one row under the new name. A lead source typed on a deal that doesn't match an option on your list also counts as Unassigned — pick the option on the deal to move it. Two options with the same name (say an archived and an active "Direct Mail") are separate options, so they show as separate rows.
- No date at all — a closed deal with no actual, funded, closed or planned closing date, or an open deal with no closing date in the forecast — shows under No date rather than disappearing. Set a date on the deal to move it into the right period.
- A closing date that has already passed — an open deal in Closing forecast (next 90 days) whose closing date is before today shows in the Overdue — N deals group at the top, rather than falling out of the next-90-days window.
Money and count headers such as Total Net Deal Profit, Total Revenue, Average Days to close and Count on a closed or canceled report have a small ⓘ next to the label. Point at it for a plain-English definition — the same one Ask TED uses — so the report and TED never disagree on what a number means.
Workload
See how many active, for-sale, pending, and closed-this-month deals each team member is carrying right now, plus the value of what they're working on. This is a live snapshot, not a date range report. A deal counts as closed this month on the same date the closed-deal reports use — its Actual Closing Date, else the date it funded or closed — so a deal funded today counts even if it was planned to close next month.
Workload is split into three sections by the seat a person holds on the deal: Acquisitions, Transaction Coordinator, and Disposition. Each section opens with a subtotal row — the team's deals with that seat filled — and lists the people in that seat beneath it. Someone who holds more than one seat shows up in each of those sections. A deal with several seats filled counts once in each section, so there's no overall total across sections. Rows shaded amber are people with no open deals in that seat; rows shaded red are carrying 10 or more.
QuickBooks Export
QuickBooks Export, under Tools, produces two QuickBooks-ready CSVs — closed deals and vendor payments. Currently in a limited beta — see QuickBooks accounting exports for what each export contains, how to map your expense categories to your own account names first, and how to request access for your team.
Emailing reports on a schedule
On the Pro plan, a team admin can set up a weekly or monthly email that sends a summary of selected reports to everyone with report access — without anyone opening TED. See Scheduled report delivery.
Who can see this
Reports access is a permission, set per role in Settings > Roles. By default, only the built-in Admin role and the Finance role can see Reports — Finance at View, Admin at Full. If you don't see Reports in your navigation, ask a team admin to grant your role access. Rep comparison, Deal velocity, Workload by ACQ and Workload need a plan that includes manager analytics. See Roles and permissions for how access levels work.