Dashboards - Pipeline

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1 Overview

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


2 Panes available

Pane Chart Type Key Fields Description Snapshot
Opportunity creation by Staff . . . .
Opportunity creation by Type . . . .
Opportunity creation by Vertical . . . .
Opportunity creation by Region . . . .
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 . . . .