Common Elements Used in Opportunity Pipeline

Click the Chart Information button to have the page display a message with information about the chart.

View Pipeline As

To view the pipeline as another person would view it, select that person's name. You must have visibility of the person on the territory tree to use this feature. Viewing a pipeline as someone else enables managers to review sales users' pipelines before meeting to discuss the pipelines.

Quota Type

Select the type of quota for revenue allocation comparison. Values are:

Rollup Quota: The sum of quotas for all sales representatives who report to the manager. This is the default.

Manager Quota: The manager's own, individual quota.

Chart Type chartspipeline, types

Select the type of chart to use when viewing the pipeline. Values are Bar Chart (default), Horizontal Bar Chart, Horizontal Stacked Bar Chart, and Stacked Bar Chart.

Pipeline Opportunity List

Click to access the opportunities list, where you can view lists of the opportunities that make up the pipeline chart and select opportunities to view in detail.