Pipeline

Use the analytical views from the Analysis panel to evaluate the sale and monitor its development. The analysis uses the Business deals data. The CRM updates the Analysis immediately after creating a Business deal.

Only the users with the AdministratorFull throttel or Certain restrictions role can fully access the Analysis. The users with the Readonly role have no access to the Analysis.

Click the Business Pipeline option in the Analysis menu to view the analysis.

 

Pipeline shows all open Business deals divided by their individual stages - from needs analysis to negotiating. Pipeline analysis does not contain Business deals in their final stages Win, Loss and Cancelled.

 

In the Table tab, you can see individual business cases in details.

 

Pipeline analysis Filters

The business deal stages list which the analysis is based on can be found on the right of the Pipeline diagram. If you click on any stage name, you will exclude it from the diagram. Excluded stages can be recognised by lighter writing. You can easily view any analysis you need like this.

 

To filter data, use detailed combinations of various criteria.

 

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