Opportunity Pipeline View

Pipeline View

The Pipeline view allows Sales Reps and Managers to see a visual representation of their open pipeline by sales stage. You can filter your opportunities by any opportunity or company field, whether they are standard or custom fields.

The Pipeline view will summarize the total number of opportunities and the total dollar amount in each sales stage. You can drag and drop opportunities between stages, giving you insights into your forecast. 

To see details about the opportunity, you can click on an opportunity and a drawer will open from the right with key information that you can edit as necessary. If you want to see the full details of the opportunity, click on the DETAILS button in the bottom right.