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Analytics > Dashboards > Prebuilt Dashboards - Pipeline Dashboard

Prebuilt Dashboards - Pipeline Dashboard

The Pipeline dashboard contains information about your expected sales, closed sales, quality and distribution of your pipeline, customers 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 Pipeline dashboard in the Analytics tab, pull down the Dashboards menu and choose Pipeline.

NOTE: In the prebuilt dashboard, the field labeled Data was refreshed as of shows the value of the USER_LAST_REFRESH_DT session variable. This variable holds the timestamp, in the user’s timezone, of the start of the most recent refresh of the historical data. In earlier releases of the Analytics functionality, the prebuilt analyses showed the value of the LAST_REFRESH_DT variable.