As a salesperson or manager, it’s important to see the projected value of your pipeline relative to the coming months and quarters.
With Nimble's Pipeline Chart widget for the Today Page dashboard, you’ll have no problem knowing exactly where to focus your efforts to hit your sales targets.
This widget is only available for Legacy pipelines. If you would like to upgrade to the new Deal redesign, check out the following article: Migrate your Legacy Deals
The Pipeline Chart widget shows all of your deals organized by date. The color coding on each bar gives you a visual of the amount for the deals you’re managing by the stage they’re in for that month.
For more granular details, you can sort the chart by specific date ranges to zero in on where you need to focus in a time period.
Hover over a specific month to see the total deals within the deal stage you’re pointing at with your cursor.
Accessing the Pipeline Chart Widget
Go to the “Manage Widgets” menu on your Today Page dashboard and then select “Pipeline Chart” to make it visible in your account.
If you have any questions, please write us at email@example.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.