Deal Card Custom Field Column in Master Report
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
Sales Dashboard
All information about Sales Dashboard
Account Name, Account Type, Look Up code & Deal card Type for Sales Report
 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
Multiple Pipeline Selection from all Sales Reports
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
Expected Closing Date Filter in Master Report
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
Multiple select option of pipeline in Quote to close cards
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 Sales Dashboard Master Reports
Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Sales Dashboard Master Reports Description: The new feature has been added in the Sales Dashboard where in
Carrier filter in pipeline and master sales charts
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
Date Range and Pipeline Consistency in Deal Chart
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,
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
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 Sales Dashboard
In Pipeline Manager Settings and Sales Dashboard, the reports will be based on the quoted value instead of deal card details.  To view the
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
