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 Revenue by Pipeline widget for the Today Page dashboard, you’ll have no problem knowing exactly where to focus your efforts to hit your sales targets.
The Revenue by Pipeline chart widget focuses on how much revenue you and your team have brought in during a selected period of time and how much you have projected.
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. The date selector allows you to select a range of months, up to 5 months.
Hover over a specific month to see the total won deals, won revenue, lost deals, active deals, forecasted revenue and weighted forecasted revenue.
Accessing the Revenue By Pipeline Widget
Go to the “Manage Widgets” menu on your Today Page dashboard and then select “Revenue by Pipeline” under "Add Widget" to make it visible in your account.
If you have any questions, please write us at firstname.lastname@example.org, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.