Pipeline Dashboard

The Pipeline Dashboard displays high-level data of the Target, deal lead, deal type, etc.

Data included on the Pipeline Dashboard include:

  • Target Name
    The given name of the deal.
  • Deal Lead
    The main point-of-contact for the Target.
  • Deal Type
    List the type of deal of the Target.
  • Business Unit
    List the Business Unit that owns the Target.
  • Next To-Do Date
    The date of the next To-Do is displayed here. 

    The ellipses allow the user to create To-Do's, Notes, Documents and a quick link to the Stream functionality.

Pipeline Dashboard

Users have the ability to create a Target, change to the Kanban view and filter on phases, deal types, target status, etc.

Pipeline Filters