All information about Pipeline Dashboard
Release Date: 09/11/2026 Overview We have released a new enhancement in the Master Report that allows users to filter report data based on Servicing Roles.
Release Date: July 28, 2026 This enhancement is available to Agents and Admins Overview We have introduced a new Label Mapped Date option in the
Release Date: July 23, 2026 Availability This enhancement is available to Admins, Managers, and Agents who have access to the Master Report. Overview The Master
Release Date: July 3, 2026 This enhancement is available to Admins Overview We have introduced a new enhancement to the Agent Overview report under the
Release Date: 28 May 2026 We have introduced a new Agency filter under the Dashboard module (Pipeline Dashboard > Master Report), allowing users to refine
Release Date: 27 March 2026 We have introduced a new enhancement in the Dashboard module under Pipeline Dashboard. A new Branch filter has been added
We have introduced a new enhancement in the Pipeline Dashboard — the addition of a Pipeline Name column. This feature is designed to provide users
This enhancement enables users to easily track and analyze the total card count for leads, quotes, and closed deals, improving visibility and decision-making. Use Case:Track
The Deal Card Custom Field Column in the Master Report is a section that lets you show specific details about each deal. It makes your
 Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card
Now, you can select multiple pipelines in all sales reports, and based on your selection, you will be able to view the data of those
A new filter has been introduced within the master report option called the ‘Expected Closing Date Filter.‘ It helps you find deals that have a
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