Pipeline Reports, Dashboards & Filter Reference
Last updated: April 30, 2026
Content Type: How-To / FAQ / Reference
7.4 Generate a pipeline report
Run the Active Opportunities Report skill
"Run the active opportunities report"
This generates a visual dashboard showing total pipeline value by stage, deal count by stage and owner, deals at risk (no activity, no next step), and upcoming close dates.
Custom pipeline reports via the agent
"Give me a summary of my pipeline this week — what moved, what's at risk, what closed"
"Show me all deals closing this month, sorted by value"
"Which rep has the most deals in the Negotiate and Close stage?"
"Create a pipeline dashboard for my weekly team sync — include a chart of deals by stage and a table of the top 10 deals by value"
The agent generates the report as an interactive file you can share with your team.
Scheduling reports
Lightfield is adding time-based automations that will let you schedule recurring reports — for example, a weekly pipeline summary delivered every Monday at 8am. Available soon.
7.5 Can I build custom dashboards?
Yes, though Lightfield dashboards work differently than in traditional BI tools.
Agent-generated dashboards
"Create a dashboard showing: pipeline by stage, average deal size by rep, and deals closing this month"
The agent writes and executes the code, then renders the dashboard in the chat. You can download it or ask for adjustments.
Built-in report
The Active Opportunities Report skill produces a pre-built, interactive pipeline dashboard. Run it any time.
Filtered views as lightweight dashboards
Saved filtered views on the Accounts, Contacts, or Opportunities pages function as persistent, always-current views showing only the records matching your criteria.
Connecting to external BI tools
Export CSV data via the agent and connect it to Looker, Metabase, Google Looker Studio, or any other tool using standard CSV import.
7.6 All available filter fields by entity type
Accounts
Field | Type |
Name | Text |
Created at | Date |
Last interaction at | Date |
Next interaction at | Date |
Opportunity count | Number |
Account tier | Single-select |
ARR | Number |
Company size | Single-select |
Customer status | Single-select |
Founded date | Date |
Headcount | Single-select |
ICP lead score | Number |
Industry | Multi-select |
Is B2B | Boolean |
Last funded date | Date |
Last funding amount | Currency |
Funding type | Single-select |
Marketing budget | Number |
# of seats | Number |
Revenue range | Single-select |
Contacts
Field | Type |
Created at | Date |
Last interaction at | Date |
Next interaction at | Date |
Associated account | ID |
Do not contact | Boolean |
Job function | Single-select |
Licensed user | Single-select |
Will attend events | Boolean |
Opportunities
Field | Type |
Created at | Date |
Last interaction at | Date |
Next interaction at | Date |
Account | ID |
Amount | Currency |
Churned date | Date |
Churned/lost reason | Multi-select |
Close date | Date |
Current status | Single-select |
Meeting recorder | Multi-select |
Billing term | Single-select |
# of seats | Number |
Opportunity source | Multi-select |
Opportunity type | Single-select |
Package | Single-select |
Referral source | Multi-select |
Stage | Single-select |
Trial created date | Date |