# Pipeline reports and exports

> Reports shows conversion and time in stage by stage, owner, source and cohort, first response, decisions and pass reasons, and open diligence items.

Source: https://delsivo.com/help/pipeline-and-committee/pipeline-reports · Updated 2026-11-07

## Key takeaways

- Reports in the sidebar answers what partners ask about in the weekly meeting, for the period you choose.
- Conversion and Time in stage can be read by stage, owner, source or cohort (the month a deal arrived).
- Time to first response counts days from a deal arriving to the team's first move, for deals from outside the fund.
- Analysts see reports and exports for the deals they own, plus the inbound queue when it's on; Admins and Partners see the whole fund.
- Export deals or claims as CSV from the Export menu. Every export is recorded in the activity log.

**Reports** shows how deals move through your pipeline: how far they get, how long they wait, how quickly founders hear back, what the fund decided and what diligence is still open. Click **Reports** in the sidebar.

## Choose the period

**Period** sits above everything and changes every number on the page: **Last 30 days**, **Last 90 days** (the default), **Last 6 months**, **Last 12 months** or **All time**.

- Conversion, first response and the owner, source and cohort tables use the deals that **arrived** in the period.
- Time in stage uses the stage visits that **started** in the period, plus every deal sitting in a stage now.
- Decisions per month shows the months the period touches, up to 24.
- Open diligence items are always today's, whatever the period.

The line next to the period says whose deals you're looking at: **Every deal in the fund**, or for Analysts **Your deals, plus unowned New and Screening deals when your fund's inbound queue is on**.

## The headline numbers

| Tile | What it shows |
|---|---|
| **Deals received** | Deals that arrived in the period |
| **Median first response** | Half of founders heard back faster than this, with how many are still waiting for a first look |
| **Reached a first meeting** | The share of deals that got to First meeting or further |
| **Decisions** | Invest, pass and revisit later decisions in the period |
| **Open diligence items** | Checklist items not yet accepted in open data rooms, with how many are overdue |

## The tabs

### Conversion

How far the deals that arrived got. **By stage** shows a bar per stage: how many deals reached it and what share of all deals that is. Hover over or tab to a bar to see the share of the stage before.

- A deal counts for every stage up to the furthest one it reached. A deal moved from New straight to Diligence counts for Screening and First meeting too.
- Passing or moving a deal to **Revisit later** doesn't move it along.
- Interview is a step inside screening, so it isn't a separate bar.

**By owner**, **By source** and **By cohort** show a table instead: deals per row, how many reached each stage (with the share of that row), how many were passed and the median first response. Cohort is the month the deal arrived, newest first. Source tells you which channels convert: warm referrals usually do better than cold inbound.

### Time in stage

The median days a deal spends in each stage, from each deal's stage history. The thin tick on each bar is your fund's days for that stage (see [Stage reminders](/help/pipeline-and-committee/stage-reminders)). Hover over a bar for how many visits finished, the days three in four of them finished within, and how many deals sit in the stage now. The owner, source and cohort tables show the median days per stage for each row.

### First response

Days from a deal arriving to the team's first move: into screening, a pass, any stage change. It counts deals from your portal, referral links, scouts, the intake email and the Delsivo fund directory. Deals your team added or imported have no response time. You see the median, the days three in four were answered within, how many are waiting now and the longest wait, and a bar chart of deals by response time.

### Decisions

Decisions per month, stacked: **Invest** (committee decisions to invest, with or without conditions), **Pass** (any pass, from the pipeline or the committee) and **Revisit later** (committee decisions to come back later). A deal passed twice in one month counts once. Hover over a month for each number.

Under it, **Pass reasons** shows the deals passed in the period by the reason chosen with the pass (outside the thesis on stage, sector, geography or cheque size; team; market; traction; valuation; timing; competitive conflict; other), with each reason's share and **Came back**: how many were reopened into the pipeline after that pass. A deal passed twice counts once, under its latest reason. Older passes without a reason category show as **Not categorised**. See [Passing on a deal and revisiting it later](/help/pipeline-and-committee/passing-and-revisiting).

### Diligence

Open checklist items in open data rooms by workstream (Market, Product and technology, Customers, Financials, Team, Legal, Other), most open first. Each bar says how many are overdue; hover for how many wait on the founder and how many wait on your team's review. The workstream comes from the item's folder.

### Team

One row per Admin, Partner and Analyst: deals owned and advanced, first reply, tasks on time, founder requests, interview and committee reviews, and outcomes. Analysts see only their own row. See [Team performance in Reports](/help/pipeline-and-committee/team-performance).

## Every chart has its numbers

Under each chart, **Show the numbers** opens a table with every value, so nothing depends on colour or hovering.

## Export deals and claims

Click **Export** and choose:

- **Deals**: company, website, stage, source, owner, received date, days in stage, first response in days, latest deck score, pass reason for passed deals, and the revisit date and trigger.
- **Claims**: company, the claim, metric, value, unit, period, label, review, and how many sources support or contradict it. Dismissed suggestions and earlier versions of edited claims are left out.

Exports follow the same scope as the page: Admins and Partners export every deal, Analysts the deals they own plus unowned New and Screening deals when the inbound queue is on. Founder contact details and deck text are never in an export. Every export is recorded in [the activity log](/help/team-and-settings/exports-and-activity-log) with who exported, when and how many rows.

## Who can see Reports

| Role | Reports and exports |
|---|---|
| Admin, Partner | Every deal in the fund |
| Analyst | The deals they own, plus unowned New and Screening deals when the inbound queue is on |
| Committee member | None. Committee members see the packets assigned to them in Committee |

Delsivo support, when you've given read-only access, can open Reports but can't export.

## Frequently asked questions

### Why don't the conversion numbers match my board?
The board shows where deals are today. Conversion shows how far the deals that arrived in the period ever got, including deals that were later passed.

### Why is a deal I added myself missing from first response?
Response time measures how fast founders who came to you hear back. Deals your team added or imported started with you, so they have none.

### Does Delsivo judge whether a conversion rate is good?
No. Reports show your own numbers only. There are no benchmarks against other funds.