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Sales App – Opportunity Pipeline View

Overview

The opportunity pipeline view, formerly known as deal manager, helps you visualize, prioritize, and manage the opportunities in your pipeline. The view helps to determine the current status of opportunities in the pipeline, opportunities closed, lost, and the respective revenue.

In D365 Sales

The OOTB features of the Opportunity Pipeline View are outlined below:

  1. Metrics Toolbar – displays the key metrics such as opportunity value
  2. Charts – provide a visual representation of the opportunity pipeline. This can be in either a bubble chart (shown above) or sales funnel chart.
  3. Editable Grid – Provides a list view of opportunities allowing users to edit them inline. Selection of an opportunity will open details in the side panel.
  4. Side Panel – View and edit the details of the linked values.

Users can personalise the opportunity pipeline view to add,  remove, resize, hide, rearrange, and sort the columns in the editable opportunity grid and select the metrics they want to track using on screen tools.

Chart Display:

  • Bubble chart: By default, the bubble chart shows the following information:
    • x-axis: Displays the opportunity score if you have Sales Insights; otherwise, it displays the deal probability.
    • y-axis: Displays the close date. This is a smart column that displays the actual close date or estimated close date, depending on whether the opportunity is closed.
    • Size of the bubble: Displays revenue. This is a smart column that displays the actual revenue or estimated revenue, depending on whether the opportunity is closed.
    • Colour of the bubble: Indicates the opportunity grade if you have Sales Insights; otherwise, it displays the pipeline phase.
  • Sales funnel chart: Displays a funnel based on the sum of estimated revenues across different pipeline phases

Customisation: If the default chart settings are not appropriate for purpose, they can be customised by administrators.

License and Prerequisites
LicenseDynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
Security rolesAny primary sales role, such as salesperson or sales manager