Common Elements Used in Opportunity Pipeline
Field or Control |
Definition |
---|---|
![]() |
Click the Chart Information button to have the page display a message with information about the chart. |
View Pipeline As |
To view the pipeline as another person would view it, select that person's name. You must have visibility of the person on the territory tree to use this feature. Viewing a pipeline as someone else enables managers to review sales users' pipelines before meeting to discuss the pipelines. |
Quota Type |
Select the type of quota for revenue allocation comparison. Values are: Rollup Quota: The sum of quotas for all sales representatives who report to the manager. This is the default. Manager Quota: The manager's own, individual quota. |
Chart Type chartspipeline, types |
Select the type of chart to use when viewing the pipeline. Values are Bar Chart (default), Horizontal Bar Chart, Horizontal Stacked Bar Chart, and Stacked Bar Chart. |
Pipeline Opportunity List |
Click to access the opportunities list, where you can view lists of the opportunities that make up the pipeline chart and select opportunities to view in detail. |