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.

Related topics:

  • Select Opportunities to Include on the Pipeline Chart
    You can select the opportunities included on in the chart data using standard searches (All, Active, and Mine) and custom searches. iAccess "remembers" your latest standard or custom search and applies it by default the next time you display the chart. Estimated and weighted revenue amounts for the selected opportunities 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.
  • Select a Presentation Currency for Pipeline Amounts
    If your firm uses the Multicurrency feature in Vision, use the Pipeline Settings dialog box in the Dashboard area to select the currency in which you want to calculate and display pipeline amounts. iAccess converts all pipeline amounts for the included opportunities to the selected presentation currency based on the currency configuration and current exchange rate information in Vision and updates the Pipeline chart.
Parent Topic: Dashboard