Filtering opportunity widgets by pipeline stages lets you get more targeted insights into your business. By customising widgets to display data from specific stages of your pipeline, you can focus on key areas of your sales process, spot trends, and make better-informed decisions. This guide covers the steps to filter opportunity widgets by pipeline stages, so you can set up your dashboard for sharper analysis and management.

To get started, follow these steps:

Editing the Dashboard

Navigate to the dashboard via the left navigation menu, then click on the "Edit Dashboard" button to enter customisation mode.

Adding a Widget

Click on the "Add Widget" button to open the widget selection menu, where you can choose from a range of widgets designed to display key metrics and insights.

From the "Opportunities" section, select a widget that matches the data you want to track. You'll find various 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 suit your needs, so you can tailor the insights shown on your dashboard. Following these steps lets you customise your dashboard widgets to include linked pipeline stages, giving you deeper insights and helping you make more informed decisions.

Troubleshooting Tips

Widget Not Displaying Correct Data

  • Ensure you've selected the correct pipeline and stages. Double-check your filters for any inaccuracies.

Dashboard Customisation 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

Q: 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.

Q: Can I add multiple filters to one widget?

  • Yes. Select the Add Condition button to add additional filters to your widget.