Dashboard
Use the Dashboard module to view and manage charts based on custom and pre-defined reports. You can use these charts to view sales and opportunities for your organization. Each distinctively colored area on a chart is linked to the data set that it represents. You can click any colored area to drill down to the underlying data.
The Dashboard Home page displays a drop-down list from which you can select the chart that you want to view.
The pre-defined charts are as follows:
- Pipeline by Sales Stage. A horizontal stacked bar chart where each bar shows the value of potential sales at each stage of the sales pipeline.
- All Opportunities by Lead Source by Outcome. A horizontal stacked bar chart that shows total opportunities for each lead source. Each bar is made up of multi-colored segments which represent the outcome proportions for that lead source.
- Pipeline by Month by Outcome. A stacked bar chart where each bar shows the total sales pipeline for each month. Each bar is made up of multi-colored segments which represent the outcome proportions for the pipeline in that month.
- All Opportunities by Lead Source. A pie chart that shows the proportion of total sales opportunities for each lead source.