The Deal Progress widget allows you to track the progress of individual deals. This can be incredibly valuable when trying to identify which deals are falling behind and take steps to get them back on track. With this widget for the Today Page dashboard, you can see the status of each deal and make adjustments as needed.
With this widget, you can view how many deals are entering each stage. It shows all deals open, won, or lost by the chosen user, in the selected pipeline, that experienced stage movement during the specified time period.
To alter the information that is pulled for the report, just click Filters to make quick changes. You can make changes to the date range, time period, time grouping and pipeline. When you refresh the page, the widget will reset to the original filters. To set permanent filters for each widget, read on.
Accessing the Deal Progress Widget
Go to the “Manage Widgets” menu on your Today Page dashboard and then select “Deal Progress” to make it visible in your account.
Once added, you can drag and drop the widget around the Today page until it's in the desired spot.
You can set default filters for this widget by clicking "Filters" and selecting from the drop-down list.
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.