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, you can easily add multiple pipelines within the ‘Quote to Close’ cards. Simply choose multiple pipelines and view their data simultaneously.
- Go to the dashboard module.
- Click on the arrow icon, then select the ‘Sales Dashboard’ option from the drop-down.
- A list of options will now appear within the ‘Sales Dashboard’.
- Select Quote to close cards.
- Now, select multiple pipelines from the search bar and click ‘show’ to view their data.
- A graph bar will be generated based on the data.
- Click on it to view the pipeline data.
You can also perform the same steps through the Pipelines module too .
- Navigate to the Pipelines module and click on the three dots present at the corner.
- Select “Deal Charts.”
- Click on Quote to close cards, to add multiple pipelines by performing exact same steps as mentioned above.
