Using the Pipeline Chart

When you review a sales pipeline, the system creates a graphical bar chart with bars that represent the amount in each probability range. You can review the graphical chart for an overview of the pipeline or you can hover your cursor over a specific bar to view the amount that is associated with that probability range. Additionally, you can review detailed information about the opportunities that make up the chart by clicking on a particular bar. When you click on a bar, the system lists all of the opportunities associated with that bar, and you can the select and review each individual opportunity.

Note: If a probability range in the pipeline contains only a very small monetary amount, it is possible that the system will not display a bar for that range. However, you can review the amount associated with the range by hovering your cursor over that probability range. For example, if probability range 1–9 percent contains only 75 USD while other ranges have pipeline amounts of 78,000 USD and 84,000 USD, then the system will not display a bar for the 1–9 percent range. If you hover over that range, the system displays 75 USD as the amount.

The title of the pipeline bar chart displays the total monetary amount in the pipeline. The currency that is associated with the pipeline appears on the left side of the form. The currency appears only if currency processing is turned on.

Note: You can disable the graphical display of the pipeline information and choose to display your data in a nongraphical grid format. Visually impaired users who use screen-reading software might need to use the nongraphical format. You use the accessibility options in the user profile to determine whether you display the pipeline information in graphical or nongraphical format.

See"Working With User and Role Profiles", in the JD Edwards EnterpriseOne Tools Security Administration Guide