The Opportunities by Pipeline Stage report will allow you to view a breakdown of your pipeline to identify any bottlenecks, determine the represented measurement, and quickly review opportunities by a single stage.
Once the pipeline stages have been created, the dashboard may be customized by adding reports. There are three ways to access the Dashboard and they are each listed below:
- This is the landing page that is presented when logging into Federal Copass
- Navigate to the Compass Logo at the top left corner of the screen and click on the icon
- Navigate to your username at the top right corner of the screen and select Dashboard from the dropdown menu
Opportunities by Pipeline Stage Report
To add the Opportunities by Pipeline Stage report to the dashboard, click on the '+' sign located at the bottom right corner of the specific report.
Once the report has been added to your dashboard, hovering over the report will allow you to access the individual report's expansion, move, and customize features.
How to Expand
To expand or shrink the width of each report, select the toggle icon located at the top right corner of the individual report and click on it.
How to Move
To move the reports into a different array, select the hamburger icon located at the top right corner of the individual report.
How to Customize
To customize the individual report, select the Customize icon located toward the top right corner of the report. A new popup screen will appear to begin customizing.
- Measures - allow for the report to express set measurements against each pipeline stage. The two measures that may be selected are outlined below:
- No. of Opportunities - if this is applied, each bar will express the distinct count of opportunities assigned to each stage.
- Pipeline Value - if this is applied, each bar will express a dollar value for each stage based on the total amount of each opportunity's individual est. value.
If the opportunity has a pWin % applied against the Est. Value, the amount attributed to the total pipeline stage value will be the est. value x pWin.
- Filters - allow for set opportunities to express on the report based on the following factors:
- Show only active opportunities - by default, all opportunities assigned to the pipeline will express on the report; however, ticking the box will show only opportunities in the pipeline.
- Pipeline Stage - by default, all pipeline stages will express on the report; however, to present only specific pipeline stages on the report, select the desired stages from the dropdown selection.
After all of the desired customizations have been added to the report, select the red 'FILTER' button located at the bottom right corner of the popup.
How to Access Opportunities by Pipeline Stage
To review a comprehensive list of all the opportunities assigned to a single stage, click on the chart's bar that is in association with the desired pipeline stage name. This will allow you to scroll through all opportunities assigned to that pipeline stage.
By scrolling to the bottom, you can click the Explore Data link. After selecting to explore the data, the screen will redirect to the table view of the Opportunity Search section.
To switch to the Card or Pipeline View, or to Export Search Results, click on the Actions selection near the upper right-hand corner. Switching views will allow you to better manage pipeline stages and user-defined fields.