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Pipeline stats

This widget shows the numbers of your sales pipelines. You can choose a time period, a sales representative and it will show you the total amount of the sales deals.

To add the widget to your dashboard, please follow the steps below.

  1. On the dashboard, click Add Widget button.
  2. A widget list window will open that allows you to add (but not remove) widgets to the dashboard.
  3. On the sidebar menu, go to Deal tab.
  4. Click Add Widget button below Pipeline stats widget.
  • You should select at least one pipeline to get this report from the widget settings.

After it is added, you can drag it and rearrange the widget.  You can also click the three dots that is placed on the top right corner of the widget to rename or remove the widget from your dashboard.