The Sales Pipeline Summary delivers a pulse check on your team’s productivity. It aggregates deal movement, appointments, agreements, and closings over your chosen timeframe.
The Sales Pipeline section now supports four dynamic views that let you visualize your data from different performance angles:
- Goals View displays progress toward monthly, quarterly, or yearly targets set under Settings > Goals.
- Activity View shows opportunities that entered each stage within the selected timeframe, regardless of prior stages.
- Cohort View follows the same group of opportunities as they progress through each stage over time.
- Current View provides a snapshot of all active opportunities currently in each stage, no matter when they entered.
Click any data point within these views to access deeper details, including individual deals and agent contributions.