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Compare pipelines on Dashboard
Use the aggregate table to compare volume and won values.
Before you start
- Have more than one available pipeline.
Step by step
Select Todos os funis (All pipelines) and apply range and origin.
Under Por funil (By pipeline), compare Total Leads, Ganhos (Won) and Vendido (Sold) on each row.
Check the Total row for the aggregate.
Check your result
The table summarizes pipelines included in the selection and user scope.
What you need to know
- Sold sums won values for opportunities created in the range. Ordering comes from the server, prioritizing won value and volume; rows have no sort or pipeline-opening control.