How to...

These help topics provide step-by-step instructions for specifying the data you want to see in the Pipeline chart in the Dashboard area.

To display a set of instructions, click the topic title in this list.

Select Opportunities to Include on the Pipeline Chart
Use the Pipeline Settings dialog box in the Dashboard area to select the opportunities that you want to include on the Pipeline chart. You select opportunities by selecting the stages that you want to include in your pipeline. Estimated and weighted revenue amounts for opportunities currently assigned to those stages are included on the Pipeline chart.
Select the Dimension for the Vertical Axis of the Pipeline Chart
When you display the Pipeline chart in the Dashboard area, you can break down the estimated and weighted revenue amounts along the vertical axis based on any of a number of opportunity-related fields (for example, by primary client, project manager, market, or stage).
Select the Time Frame for the Pipeline Chart
When you display the Pipeline chart in the Dashboard area, you can specify the time frame for which you want to see the estimated and weighted revenue.

Parent Topic: Dashboard