In the left nav go to Explore > Opportunities, then select the Movement tab.
In this view you can see:
Time frame toggle which allows you to choose a viewing period of one week (1W), one month (1M), three months (3M), six months (6M) or one year (1Y). Clicking on your desired time frame will immediately update the data in the movement graph.
Start and through dates of the displayed timeline and the total amounts for those dates. (Note: you can adjust the through date after establishing your time frame.)
Percentage of change in the pipeline in the time period, including a total dollar amount of opportunities that had no movement ,or didn't change stage, over the time period.
Movement graph depicting changes in your timeline over the time period. See graph description below.
The graph illustrates changes in your Pipeline within the time period. It provides a beginning and ending Pipeline total, itemized totals for opportunities that are Closed Lost, Closed Won, Push/Pulled In Closed Dates, and New Pipeline. Labels and itemized totals are displayed over their corresponding bar.
White bars: Pipeline total
The white bar on left represents the Pipeline total at the start of the period and the white bar on the right represents the total at the end of the period. The corresponding beginning and ending dates and totals are displayed above the graph.
Gray bars: Push/Pulled In Close Dates
Push and Pulled in Close Dates both exist in the gray bar but will be differentiated by a yellow vertical line (Push Close) and green vertical line (Pulled In) and will each display their individual totals. Both will remain in the Pipeline total.
Push Close Date: For all opportunities that had a change to their close date from one date to a future date where that change occurred between change start and change end, return the sum of opportunity amount as at change start.
Pulled In Close Date: For all opportunities that had a change to their close date from one date to an earlier date where that change occurred between change start and change end, return the sum of opportunity amount as at change start.
Red bars: Closed Lost
Red bars represent Closed Lost over the time period and the Closed Lost total will be deducted from the end of period Pipeline total. The red vertical bar on the right of the Closed Lost flow represents the total amount removed from the Pipeline total.
Closed Lost: For all opportunities that were closed and lost between change start and change end, return the sum of the current opportunity amount.
Yellow bars: Decreased Amounts
Yellow bars represent opportunities that had an amount decrease within the period, the amount by which the opportunity(s) decreased is removed from the end of period total.
Decreased Amount: For all currently open opportunities (as of now) return the net decreases in opportunity amount between change start and change end.
Green bars: Closed Won, New Pipeline, Increased Amounts
Green bars represent Closed Won over the time period, New Pipeline, and Increased Amount.
The Closed Won total is included in the beginning total and will end with a vertical green line on the right indicating it is no longer included in the Pipeline total after it was Closed Won.
Closed Won: For all opportunities that were closed and won between change start and change end, return the sum of the current opportunity amount.
The New Pipeline total begins with a vertical green bar indicating it was not included in the beginning Pipeline total and ends within the white bar on the right, meaning it has now been included in the end of time period Pipeline total.
New Pipeline: For all currently open opportunities (as of now) that were created between change start and change end, return the sum of their current opportunity amounts.
Increased Amounts are opportunities that had an amount increase within the period, the amount by which the opportunity(s) increased is added to the end of period total.
Increased Amount: For all currently open opportunities (as of now) return the net increases in opportunity amount between change start and change end.
Drill Down on Movement Data
Find more detailed Movement data by filtering by opportunity type or reflecting current or new reports.
Opportunity Filter by Type
Clicking on a bar will filter your opportunity list below the graph to only list opportunities of that type. Below, we clicked on Closed Lost and the Opportunity list filtered out the 19 Closed Lost opportunities in the period.
Click on Filters to view movement within an existing filter sets or build a new one! To learn more about creating and understanding filter sets, click here.
Single Click Access from Movement Pipeline
Your list of opportunities will remain visible and accessible below the movement graph, with a single click you can access full opportunity view, details, action metrics and instant actions for individual opportunities.
You can click directly on an opportunity Name to open the individual opportunity in full view, or click in the opportunity icon (to the left of the opportunity name) to display a details drawer on the right of your screen with the opportunity's details, contacts, timeline and activity as you see below. You can close the details drawer and return to the full list or click on another opportunity icon to continue inspection.
Action Metrics and Instant Actions
One-click access to Action Metrics and Instant Actions is available across the platform, you'll see both icons next to each opportunity in your Pipeline Movement list. The orange dot on the action metrics indicates that there is currently an active action for that opportunity that requires attention.
For more information click on Actions or Instant Actions.
Activity by Day
Activity by Day produces a view of the last 6 weeks of activity (default) or you can select to see activity 6 weeks before or six weeks after a configured date for any given CRM object. Activity by Day is available across all Opportunities, Leads, Accounts, Contacts, People / CRM Users, and Card inspection views that use one of the previous objects. Check out this article to learn more about what Activity by Day can do for you.
If you run into any issues, please contact support.
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