Deal Charts: Reports & Filters
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
InsuredMine is SOC 2
Type II Certified
Pipeline Dashboard
All information about Pipeline Dashboard
Date 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
Quote Details instead of Deal Card Details in Pipeline Manager Settings and Pipeline Dashboard
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
Download deal chart table data into Excel format
Update – Any table representation of data in the sales dashboard can be downloaded into an excel file.Application – Now download and share reports and
