Latest revision as of 01:45, 25 January 2017

1 Overview

The Pipeline Archetype is a suite of Panes to allow a custom Sales Pipeline dashboard to be designed and created.

Pane	Chart Type	Key Fields	Description	Snapshot
Opportunity creation by Staff	Bar Chart	.	.	.
Opportunity creation by Type	Pie Chart	.	.	.
Opportunity creation by Vertical	Pie Chart	.	.	.
Opportunity creation by Region	Pie Chart	.	.	.
Sold by Staff	.	.	.	.
Sold by Type	.	.	.	.
Sold by Vertical	.	.	.	.
Sold by Region	.	.	.	.
Opportunity by Staff	.	.	.	.
Opportunity by Stage	.	.	.	.
Opportunity by Type	.	.	.	.
Opportunity by Vertical	.	.	.	.
Opportunity by Region	.	.	.	.
Almost Sold by Staff	.	.	.	.
Almost Sold by Type	.	.	.	.
Almost Sold by Vertical	.	.	.	.
Almost Sold by Region	.	.	.	.
Dead by Staff	.	.	.	.
Dead by Type	.	.	.	.
Dead by Vertical	.	.	.	.
Dead by Region	.	.	.	.
Orders without POs	.	.	.	.
Opportunity list	.	.	.	.

@@ Line 13: / Line 13: @@
 ! Snapshot
 |-
-| Opportunity creation by Staff || . || . || . || .
+| Opportunity creation by Staff || Bar Chart || . || . || .
 |-
-| Opportunity creation by Type || . || . || . || .
+| Opportunity creation by Type || Pie Chart || . || . || .
 |-
-| Opportunity creation by Vertical || . || . || . || .
+| Opportunity creation by Vertical || Pie Chart || . || . || .
 |-
-| Opportunity creation by Region || . || . || . || .
+| Opportunity creation by Region || Pie Chart || . || . || .
 |-
 | Sold by Staff || . || . || . || .