Pipeline Dashboard Version 2
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Pipeline Dashboard Version 2
Data: Salesforce export
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Summary View
Account View
Opp View
Period
⚠️
How the period is applied
Opps created
Opportunity
Created Date
in period
Open pipeline
(Early / Mid / Late)
Opportunities still open today, with
Created Date
in period
# Won, Won value,
Lost value, Win rate
Opportunity
Close Date
in period (any created date)
Past 12 months =
· YTD =
· All time = no limit · Custom = the From / To dates you pick (both inclusive)
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Pipeline as
Open Pipeline Analysis
Win Rate / Lead Time
Period
⚠️
How the Summary View is calculated
Pipeline
Open opportunities only (any stage except Closed Won / Lost)
Created date
Opportunity
Created Date
inside the period
Close date
Opportunity
Close Date
(expected close for open opps) inside the period
Weighted
Amount × Probability (%)
Bands
Early = Prospecting, Qualification, Needs Analysis · Mid = Value Proposition, Id Decision Maker, Perception Analysis, Solution proposal · Late = Proposal, Negotiation
Account filters use the opportunity's account; Account owner slicer = owner of that account. All time = no date filter.
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Value
Period
⚠️
How the period is applied
Opportunities are kept when the selected
date basis
falls inside the period (both ends inclusive).
Created date
Opportunity Created Date
Est. close date
Estimated Close Date —
only
opps have one
, so most rows drop out
Close date
Close Date (for open opps this is the expected close)
Opps with no date on the chosen basis are excluded, except under All time (no date filter). Past 12 months =
· YTD =
.
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