Viewing the Opportunity Sales Pipeline Analysis Chart

The Sales Pipeline Analysis works by evaluating the total revenue and count of opportunities by a selected sales methodology and then evaluating the total against each applicable quota.

Note:
The Sales Pipeline Analysis Chart considers only active Quota plans, regardless of duration.

To display sales pipeline analysis information

  1. Navigate to the Opportunities screen, then the Opportunities List view.

  2. From the visibility filter, select an Opportunities list.

    For example, you might select All Opportunities.

  3. In the Opportunities list, query for a value in the Sales Method field.

  4. Navigate to the Charts view.

  5. In the Charts list, select Sales Pipeline Analysis from the drop-down list.

  6. From the secondary drop-down list, select either % of Count Quota or % of Revenue Quota, and then click Go.

    Note:
    Pipeline charts cannot be copied by relocating (as pie and bar charts can).