Presentation
This dashboard page shows an overview of your Sales Pipeline, at the level of detail of your choice.
A time bucket (one per column) is created based on the duration until the opportunity estimated date:
- Overdue: All open opportunities where the estimated close date is in the past
- 0-30 days: All open opportunities for which the estimated close date is within the next 30 days
- 1-3 months: All open opportunities for which the estimated close date is within 30 to 60 days
- 3-6 months: All open opportunities for which the estimated close date is within 60 to 120 days
- >6 months: All open opportunities for which the estimated close date is above 120 days
At the top, you can visualize the Pipeline Value across time bucket.
Below, for each time bucket, you can see the following information split by the level of detail of your choice (pick up the level of detail you want):
- Nb of Open Opportunities
- Pipeline Value (colored by Opportunity Type)
- The detail at opportunity level: each bubble is an opportunity. The opportunities at the right are the biggest one (based on Pipeline Value). A mouse move over a bubble will provide the detail of the opportunity
Select Dimension
'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.
The list of available dimensions is defined during the configuration of your dashboard in LinPack.
In your Pipeline / Opportunities (advanced) dashboard, you will be able to select the following dimensions:
- Opportunity IdOpportunity Unique Identifier
- AccountCustomer/Prospect
- Opportunity OwnerOwner of the opportunity
- Opportunity TypeType of Opportunity
- Opportunity DescriptionOpportunity Description
- Opportunity StageOpportunity Stage (according to your standards)
- Open Flag"Y" if the opportunity is Open
- Won Flag"Y" if the opportunity is Closed and Won
- Created DateOpportunity Creation Date
- (Estimated) Closed DateActual Closed Date is the opportunity is Closed, else Estimated Close Date
Filter on Date
This data visualization comes with a filter on the Date value. This feature enables you to focus on the period you are interested in.
You can filter dates at multiple levels: Day, Week, Month, Quarter or Year.
Filter your data
This data visualization comes with four top filters:
In your Pipeline / Opportunities (advanced) dashboard, you will be able to filter on:
- AccountCustomer/Prospect
- Opportunity OwnerOwner of the opportunity
- Opportunity TypeType of Opportunity
- Opportunity StageOpportunity Stage (according to your standards)
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