Pipeline Specific Insights for General Opportunity Widgets
Your dashboard helps you keep track of your business development. However, using that information can be confusing if not properly segmented. So, we’re glad to announce that you can separate insights for Opportunity Widgets into their respective pipeline. Let's give it a look!
⭐️How To Use The Pipeline Selector?
Navigate to the Dashboard tab and find any of the following widgets: Opportunity Status, Opportunity Value, and Conversion Rate.
Click the pipeline dropdown located on the widget.
Select the desired pipeline to view metrics specific to that pipeline only.
All other Opportunity Widgets will remain unchanged, allowing you to select different pipelines for each.
⭐️Why Is This Feature Beneficial To Your Company?
Granular Visibility: Review how each pipeline is performing without setting special parameters. Helping you gather useful and specific insights.
Enhanced Control: Whether you're managing multiple service offerings or sales teams, you can review all Opportunity Widgets based on their pipelines for added control and precision.
Easy Comparison: The widget’s pipeline selection affects each widget individually, allowing you to compare, measure, and optimize your sales process.
There you have it, now you can drill down into individual pipeline performance directly from the general widgets you already use. Providing clearer insights and easier comparisons.
