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