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).

The dimension selections include all standard and custom fields for opportunities that have a lookup list or drop-down list of values. In addition, a By Month option enables you to display a month-by-month breakdown of revenue for the time frame you select for the chart.

To select a dimension for the vertical axis of the Pipeline chart, complete the following steps:

1. Click to go to the Dashboard area.
2. Click the currently selected dimension above the upper-left corner of the chart.

   

3. In the drop-down list, click the dimension you want for the vertical axis.