All information about Pipeline Dashboard
This enhancement enables users to easily track and analyze the total card count for leads, quotes, and closed deals, improving visibility and decision-making. Use Case:Track
The Deal Card Custom Field Column in the Master Report is a section that lets you show specific details about each deal. It makes your
Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card
Now, you can select multiple pipelines in all sales reports, and based on your selection, you will be able to view the data of those
A new filter has been introduced within the master report option called the ‘Expected Closing Date Filter.‘ It helps you find deals that have a
Enhancements have been made to the sales dashboard’s ‘Quote to Close’ cards option.Earlier, you could only select a single pipeline and view its data. Now,
Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Sales Dashboard Master Reports Description: The new feature has been added in the Sales Dashboard where in
A new filtering option called “Carrier” has been incorporated into both the Pipeline section and the master report within the sales dashboard. Use Case: Facilitates targeted
In deal charts, you can select the date range option from the following- Today, Yesterday, Last 7 days, Last 30 days, Last month, This month,
In this article, you will learn: How to set filter: Account Type Filter in Pipeline Status Filter in Pipeline Assignee Filter Label Filter Category filter
Date filter helps to fetch the exact report or analytics for a particular period and thus helps to get the correct representation of the desired
In Pipeline Manager Settings and Sales Dashboard, the reports will be based on the quoted value instead of deal card details. To view the
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