Outreach Pipeline Report: Follow what happened to the customers who entered Outreach

Our Outreach Entry report tells you who entered a campaign and what they owed. Our new Outreach Pipeline report tells you how that same group resolved: still being worked, recovered, not recovered, refunded, or cancelled. Each outcome is reported both by customer count and by balance, and the five never overlap.

Whatever is still being worked at the end of your selected period is your current live population, so you no longer need a separate figure for it. One thing worth knowing: refunds and cancellations apply retroactively, so the same period can read differently when you come back to it later.