Article

What are the available Dashboard widgets for Pipeline?

Body

Charts

  • Bar Chart - Compare data across different categories.
  • History Bar Chart - Compare data across different time periods.
  • Funnel - Show conversion rates between different stages of a process.
  • Pie Chart - Display proportions of a whole.
  • Waterfall Chart - Show how a value changes over time or between categories.

 

Tracking

  • Activity Report - View summary of recent activities associated with your opportunities
  • Document Updates - Track document activity for each of your teams. A list of documents that have been uploaded or replaced within the given time:
    • Today
    • Past three days
    • Past seven days
    • Past 30 days
    • All time
  • Login History - Get a summary of the most recent application logins by users
  • Reminders - Remember important events by scheduling notifications
  • Tasks - Create tasks, assign, priorities, and track deadlines & progress

 

Miscellaneous

  • Map - Visualize location data in a geographic context
  • Notes - Document and highlight project notes on your Dashboard
  • Tracker Table - Visualize your Tracker's data in a table format
Title
What are the available Dashboard widgets for Pipeline?
URL Name
What-are-the-available-Dashboard-widgets-for-Pipeline

Summary

This is an article that provides an overview of various dashboard widgets available for pipeline analysis. The article includes descriptions of different chart types.

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