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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, you can easily add multiple pipelines within the ‘Quote to Close’ cards. Simply choose multiple pipelines and view their data simultaneously.

  • Go to the dashboard module.
  • Click on the arrow icon, then select the ‘Sales Dashboard’ option from the drop-down.
  • A list of options will now appear within the ‘Sales Dashboard’.
  • Select Quote to close cards.
  • Now, select multiple pipelines from the search bar and click ‘show’ to view their data.
  • A graph bar will be generated based on the data.
  • Click on it to view the pipeline data.

You can also perform the same steps  through the Pipelines module too .

  • Navigate to the Pipelines module and click on the three dots present at the corner.
  • Select “Deal Charts.”
  • Click on Quote to close cards, to add multiple pipelines by performing exact same steps as mentioned above.

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