Standard Dashboards

The Sales Pipeline Weighted (Standard Dashboard - Opportunities) doesn't show anything. Where does it take the input from? Did we set upsomething wrong?

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3 comments

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Alejandro A
May 02, 2018 18:59

Hello Susanne,

I apologize that you are experiencing that!

Can you provide me with a screenshot of your "Sales Pipeline Weighted?" Also if you if you click on the title of the dashboard you'll see a full view of the card. This view will let you see if any filters are affecting records showing. Please provide a screenshot of this view as well.

Also, blur out any sensitive data as this is a public forum.

Thanks for your time and patience!

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Julia Dol
September 23, 2018 00:52

I have the same problem - the dashboard is looking at open, won, lost, rather than the sales pipeline stages of prospecting, discovery, propose etc

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Alejandro A
September 25, 2018 18:22

Hello Julia,

Can you also provide me with a screenshot?

And have you tried clicking on the title of the dashboard to view and see filters that may be affecting records showing?

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