This article will cover the following topics:
The Power Panel allows you to modify how you view records in your current view. It is strongly recommended that you read these articles first:
Additional Articles that are helpful:
In addition to providing information on how to utilize the Power Panel to obtain the information for your meetings with your sales team, we will also demonstrate some of these concepts with the following scenarios (see their corresponding videos).
Joe is having a meeting with his sales team and wants to ensure that he has immediate visibility of how well the Opportunities are moving through the sales process and discuss some strategy with his staff. Joe will use the power panel in the Pipeline View to turn on the velocity ⤵
Joe is having a one-on-one meeting with Sally, a member of his sales team. He wants to ensure that Sally’s Opportunities are being worked on. Joe turns on fitness and filters to only see Sally’s Opportunities to visually see the health of her Opportunities in preparation for the discussion ⤵
Joe is interested in viewing the deals that are expected to close this week. He needs to report this information to his superior. In addition, he has a suspicion that there may be some deals in the Pipe that are past their closing dates. Joe will use the Custom Filter to narrow his view to only closing dates of this week. Then create a report with one click on that data ⤵
Navigate to the Pipeline View
Click on the "Opportunities" menu item, then use the "Change View" drop-down to select the Pipeline view. The Pipeline View shows cards for each opportunity ⤵
Selecting a Profile View
Next, let’s select a "Profile" View. There are two default Profile Views that all users can access when they first start using Pipeliner:
The "My" View (Profile) — this profile view is pre-filtered to show you records where you are the owner or have been added as an editor or a watcher.
The "All Users" (Profile) — this profile view shows you all the records that you have rights to see. These rights are assigned to you by your Pipeliner Administrator.
In this example, and for most situations, start with the “All Users” view ⤵
Using the Power Panel
Lastly, select the "Power Panel" (double gears in the upper right of your screen) ⤵
The Power Panel will open. Click the "View" tab ⤵
The View Tab
Quickly modify your options to show you additional information on each card, organize the opportunities in the Pipeline, or exclude or include seeing opportunities, or those that are outside of your target range.
Customize Lead/Opportunity Cards
Use the "Value" checkbox to see the Value of each Opportunity ⤵
The result ⤵
Use the "Ranking" checkbox to see the level of Ranking of each Opportunity ⤵
The Result ⤵
Use the "Labels" checkbox to turn on the visibility of the Hot, Stalled, or Focused Labels ⤵
The Result ⤵
Use the "Velocity" checkbox to see the length of time each Opportunity has been in its current step of the sales process. If the display is in Red it is beyond the number of days it was expected to stay in that step.
NOTE: The velocity can be modified for each step of the process by your Pipeliner Administrator ⤵
The Result ⤵
Use the "Fitness" checkbox to see the level of activity with the Opportunities. This appears as a colour running vertically within the card:
"Red", if there are overdue activities or the closing date, is in the past.
"Yellow", if there are no planned activities.
"Green", indicates you have upcoming activities.
The Result ⤵
Click on "Save" to ensure that Pipeliner will remember your selections for the next time you select this profile when using the "Pipeline" View.
This is what the Pipeline View would look like if selecting all the checkboxes in the "View" Tab ⤵
Group and Sort Lead/Opportunity Cards
In the "View" Tab is the ability to Group the Opportunity Cards ⤵
Grouping them by "Owner" will visibly display the pics of the owners (if they had added their pic in their user profile) ⤵
Also in the "View" Tab is the ability to Sort the Opportunity Cards (the drop-down list will be dependant on how your company had configured Pipeliner).
As a manager, I might be interested in sorting by how my sales team feels about the likelihood of the closing of their deal. I will select Ranking ⤵
The result — when grouping "By Owner" and sorting "By Ranking" — is a view which shows all deals for a particular Owner listed together with the lowest-ranked first (you can change the order using the A › Z symbol beside "Sort by" to show highest Ranked first) ⤵
Showing Unassigned Leads
In the "View" Tab there are checkboxes that correspond to the records you want to see in the Pipeline View. This can include Leads that are not currently owned by anyone (Unassigned). Select the checkbox to view them ⤵
Unassigned Leads are displayed with a "?" instead of an Owner avatar ⤵
Showing Opportunities Outside the Target
In the "View" tab you can select options to view Opportunities that are outside of your currently selected Target criteria.
Without the checkbox selected ⤵
There are five Opportunities displayed in the Pipeline View ⤵
With the checkbox selected ⤵
How you see six Opportunities and one of them has the Excluded symbol in the top right corner of the card ⤵
Read more about Target Criteria and Settings in this article.
Showing Excluded Opportunities
Users can also manually exclude Opportunities from Target.
EXAMPLE: As a manager of a team, you might not want the entire team to immediately see certain opportunities in your team meeting where you will be showing the Pipeline view to everyone; or maybe one of your sales reps tells you that there’s a deal that is alive but marginal and you don’t want it to skew the target figures.
Simply set the Opportunity to "Exclude from Target" (which can be done from the quick mouse-over view) ⤵
Notice the difference between selecting to SHOW or NOT "Show excluded opportunities" ⤵
The Role Tab
Select the "Role" Tab to quickly filter the things that are owned by specific segments of your Pipeliner Users:
Show my Items — Opportunities that are owned by you
Show items of my sales team(s) — Opportunities where the Owner gave you explicit "Editor" or "Watcher" rights
Show items of my sales unit(s) — Opportunities belonging within the sales unit(s) that you are assigned to that you are able to see because of your user role
NOTE: You will only be able to see records based on how your user role, sales units and teams were set up by your Administrator ⤵
The Filter Tab
Select the "Filter" Tab from the Power Panel and click on the toggle to enable filtering. Notice you are in the Preset Filter area by default. This button is on the bottom of the page.
In this example, we will Filter on a specific Owner. Use the Owner field’s drop-down list to select the person whose Opportunities you want to see.
NOTE: Do not click on "Save" or you will overwrite your existing view. See how to save your custom profile view in the section below ⤵
Custom Filters allow you to create filters using any field that you can access from your current area of Pipeliner. If you do not see the field you need to use to filter on in the Preset Screen, or if you want to filter on more than one custom criteria, you need to click on the Custom button.
From the "Filter" tab, select the "Custom Filter" button on the bottom of the Power Panel.
NOTE: If you have already selected a filter option, that filter will appear. You can change your choices by clicking on the trash can icon (delete) to the right ⤵
Click the "Add Field" button to add an additional field(s) you want to filter on. Use the search tool at the top to help find the field.
In this example, we are using the Closing Dates of the Opportunities.
Click the checkbox next to the field. Click the "Close" button ⤵
In this example, I’m seeking Opportunity closing dates of this week. Select the drop-down under the field name. Select "dynamic period" from the drop-down.
NOTE: Dynamic Period will always be changing to that current period that you choose. That means that if you select the dynamic period of Current week. Next week it will display that week’s things, without having to modify this field.
NOTE: These options will change depending on the type of field that you’ve chosen i.e. numerical values, text, dates etc ⤵
Use the next drop-down to select "Current week". Do NOT click "Save" ⤵
Saving a Custom Profile View
You can now save all your selections from the View, Role and Filter tab as a custom profile so you can access it whenever you need to.
Select the "Cog Wheel" icon next to the name of the current profile in the upper right of the Power Panel.
Use the "Save as" selection to save this newly created Profile View ⤵
Title it according to the filters you chose.
EXAMPLE: Save As “John’s closing current week”. Now click the "Save" button ⤵
In this way, the original Profile View is not modified and still remains intact as it was prior to you modifying any of the tabs in the Power Panel.
Now you have access to not only the default views of the All Users View and the My View but also any custom profile views you created such as this one ⤵
Sharing Your View of the Opportunities with others
In the Power, Panel selects if this view is:
Private — only you can see it
Public — all users of your Pipeliner
Custom — select which Pipeliner users you would like to be able to see the same Profile as you.
NOTE: Any of the above will only be able to be seen if the user has the rights to see it based on their User Role in Pipeliner that is managed by your Administrator.
Now click on "Save" at the bottom of the Power Panel ⤵