Viewing the Sales Pipeline Phases Analysis Chart

The Sales Pipeline Phases chart provides an overall view of the revenue generated for opportunities in an organization. Sales phases are basic components used to group stages together into basic sales categories.

To view the sales pipeline phases analysis chart

  1. Navigate to the Opportunities screen, then the Opportunities List view.

  2. From the visibility filter, select an Opportunities list.

  3. In the Opportunities list, query for a value in the Sales Method field.

  4. Navigate to the Charts view.

  5. In the Charts list, select Sales Pipeline Phases Analysis from the drop-down list.

  6. From the secondary drop-down list, select either % of Count Quota or % of Revenue Quota, and then click Go.