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OOB System Dashboard view- sales pipeline

  • 1.  OOB System Dashboard view- sales pipeline

    TOP CONTRIBUTOR
    Posted Aug 15, 2019 08:42 AM
    Does anyone know where the Sales Pipeline view is pulling from that is created in the OOB system view under Sales Dashboard? I see the 'My Open Opportunities but when you open that view up there is another drop down with sales pipeline and a ton of other selections. One is called "sales Pipeline" but wasn't sure where that is pulling from for data.


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    Heather L
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  • 2.  RE: OOB System Dashboard view- sales pipeline

    TOP CONTRIBUTOR
    Posted Aug 15, 2019 10:11 AM
    Heather -

    If I am understanding your question correctly, what you are looking at is the "My Opportunities" system view overlayed with the "Sales Pipeline" chart.  Whenever you are looking at a view & chart combination, you can change the chart using the chart selector, which is what you show in your second screen shot above.  If you navigate to the opportunities entity and show the chart pane there, you will see the same chart selections you see above, so you can render any opportunity chart against any opportunity view.  Likewise, you can select a chart in the chart pane, and then change the view which will prompt you to refresh the chart.  So the chart only pulls data from the view it is rendered against which you can select yourself in the entity using the chart pane.  In a dashboard, you have control over which view and chart combination is shown and you can configure the pane to allow users to select different views and/or different charts directly within the pane on the dashboard.

    -Jill

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 3.  RE: OOB System Dashboard view- sales pipeline

    TOP CONTRIBUTOR
    Posted Aug 15, 2019 11:07 AM
    thanks Jill,
    So the sales pipeline view/chart is pulling from the users open opportunities?

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    Heather L
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  • 4.  RE: OOB System Dashboard view- sales pipeline

    TOP CONTRIBUTOR
    Posted Aug 15, 2019 11:11 AM
    Yes, you can tell that from the view name of "My Open Opportunities" in the dashboard pane. :)

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 5.  RE: OOB System Dashboard view- sales pipeline

    TOP CONTRIBUTOR
    Posted Aug 15, 2019 11:18 AM
    ok- just wanted to be sure I was looking at it correctly. Since we typically only use views we have created ourselves, I wanted to make sure I understood how it was pulling esp since there are so many options under that view itself! Guess I am just over thinking it! :)

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    Heather L
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