All information about Pipeline Dashboard
Enhancements have been made to the sales dashboard’s ‘Quote to Close’ cards option.Earlier, you could only select a single pipeline and view its data. Now,
Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Pipeline Dashboard Master Reports Description: The new feature has been added in the Pipeline Dashboard where in
AÂ new filtering option called “Carrier” has been incorporated into both the Pipeline section and the master report within the sales dashboard. Use Case: Facilitates targeted
In deal charts, you can select the date range option from the following-Â Today, Yesterday, Last 7 days, Last 30 days, Last month, This month,
In this article, you will learn: How to set filter: Account Type Filter in Pipeline Status Filter in Pipeline Assignee Filter Label Filter Category filter
Date filter helps to fetch the exact report or analytics for a particular period and thus helps to get the correct representation of the desired
In Pipeline Manager Settings and Pipeline Dashboard, the reports will be based on the quoted value instead of deal card details. To view the enhancement
Update – Any table representation of data in the sales dashboard can be downloaded into an excel file.Application – Now download and share reports and
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