Filtering opportunity widgets by pipeline stages allows you to gain more targeted insights into your business operations. By customizing widgets to display data from specific stages of your pipeline, you can focus on critical areas of your sales process, identify trends, and make data-driven decisions. In this guide, we will cover the steps to filter opportunity widgets by pipeline stages, enabling you to optimize your dashboard for better analysis and management.
To harness the full potential of this feature, follow these steps:
Editing the Dashboard #
Navigate to the dashboard via the left navigation menu, then click on the “Edit Dashboard” button to enter the customization mode.
Adding a Widget #
Click on the “Add Widget” button to open the widget selection menu, where you can choose from a variety of data-driven widgets designed to display key metrics and insights.
From the “Opportunities” section, select a widget that aligns with the specific data you want to track. You will find various widget options designed to display key metrics such as open, won or lost opportunities.
Configuring Your Widget #
Once you’ve selected a widget, click on the “Conditions” tab. Here, you can refine the data to be displayed.
From the dropdown menu, select “Pipeline” to specify which pipeline you’re interested in.
Click + And and select “Stage” to further refine your widget by choosing specific stages within the pipeline.
Choose the filters and stages that meet your business requirements, allowing you to tailor the insights displayed on your dashboard. By following these steps, you can effectively customize your dashboard widgets to include linked pipeline stages. This facilitates deeper insights, enabling more informed decision-making.
Troubleshooting Tips #
Widget Not Displaying Correct Data #
Ensure that you’ve selected the correct pipeline and stages. Double-check your filters for any inaccuracies.
Dashboard Customization Not Saving #
Make sure to click the “Save” button after making changes. If the issue persists, refresh the page or clear your browser cache.
Frequently Asked Questions #
How do I filter an opportunity widget by pipeline stage? #
Edit your dashboard, add an Opportunities widget, open the Conditions tab, select Pipeline, then click + And and select Stage to choose specific stages.
Can I filter by multiple pipelines in one widget? #
Currently, widgets are designed to filter by one pipeline at a time, but you can add multiple widgets to cover different pipelines.
Can I add multiple filters to one widget? #
Yes. Use the Add Condition button to add additional filters to your widget.
Which opportunity metrics can I track by stage? #
You can track key metrics such as open, won, or lost opportunities within the specific pipeline stages you select.
Why is my widget not displaying the correct data? #
Confirm you selected the correct pipeline and stages and double-check your filters for any inaccuracies.
My dashboard changes are not saving. What should I do? #
Make sure to click Save after making changes. If the problem persists, refresh the page or clear your browser cache.
