Dashboards and report types
Put several reports on one screen; measure the pipeline with funnel, time in stage, stage changes and historical value reports.
The report builder (Reports → Report builder) answers one question. Dashboards bring those reports together: a pipeline summary, the team's week, the screen for the management meeting. v30 adds four report types and list / view sources to the report builder.
Report types
In the report builder you first pick the report type. The new types are for opportunities.
| Type | Measures | Measure | Split | Chart |
|---|---|---|---|---|
| Summary (grouping) | The previous report builder — object, measure, grouping, split | By type | Any field | Column, horizontal bar, line, single number, table |
| Funnel | Opportunities (or amount) reaching each stage; conversion from the previous stage and from the start; win rate | Opportunity count · Amount | — | Funnel, table |
| Time in stage | Days opportunities spent in each stage (from stage history) | Average days · Median days | Owner | Horizontal bar, column, table |
| Stage changes | Stage transitions in the period (day / week / month) | Change count | New stage · Old stage · Owner | Column, line, table |
| Historical values | What the pipeline looked like in the past — amount or count of opportunities open on that day | Open amount · Open opportunity count | Stage | Line, column, table |
Notes:
- Funnel counts the furthest stage an opportunity reached: an opportunity that got to Negotiation is also counted in Qualify, Viable and Present Solution. The date range applies to the opportunity's created or start date.
- Time in stage measures completed stages by default; with Include current stages checked, opportunities still in a stage count with their time so far. The date range applies to the day the stage was left.
- Historical values reads the daily snapshots (the ones the Pipeline page uses); days without a snapshot are reconstructed by rewinding stage history.
- Amounts are always in the base currency.
Source: a list or a view
The Source field limits a report to the records of a list or a saved table view instead of all records — e.g. a funnel of the opportunities in the Q4 targets list. A view's filters are re-applied every time the report runs.
Dashboards
Dashboards in the sidebar (/dashboards). A new dashboard starts from one of three templates:
- Sales pipeline — funnel, open amount by stage, monthly won, time in stage, stage changes, pipeline value history
- Team activity — calls by rep, task load, monthly email, loss reasons
- Blank dashboard — add reports yourself
Editing
Click Edit on a dashboard:
- Add report — from your saved reports or the ready-made ones; Half width or Full width
- Per widget: reorder (up / down), width, remove
- Dashboard name, Share with team, Delete dashboard
A dashboard holds at most 16 reports. Deleting a dashboard doesn't delete its reports. A widget's title opens the report in the report builder.
Date range
The Date selector in the dashboard header applies to all widgets at once (this month, this quarter, this year, last 6 months…). With Each report's own setting selected, every report runs with its saved range.
Sharing and permissions
| Can view | Can edit | |
|---|---|---|
| Not shared | Creator and admins | Creator and admins |
| Shared with team | Everyone | Creator and admins |
Each widget runs with the permissions of the person viewing the dashboard: record visibility and module access apply, and a report that isn't shared shows as not shared on someone else's dashboard.