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Prebuilt Dashboards - Pipeline Dashboard

The Pipeline dashboard contains information about your expected sales, closed sales, quality and distribution of your pipeline.outlook, scustomers and includes analyses by closed sales, expected sales, and demographic attributes. You can filter these analyses based on:

  • Fiscal Quarter
  • Fiscal Year
  • Industry
  • Deal Size
  • Pipeline Fiscal Quarter
  • Pipeline Fiscal Year

After adjusting any of the filter values, click Apply to apply the new filter selections to the analyses.

To display the Customer dashboard in the Analytics tab, pull down the Dashboards menu and choose Pipeline.


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