Prerequisite for Dashboards is knowledge and abilities in the Standard Reporting. Please read "Management Reports — Creating a Standard Report or a Pivot Table Report".
- Reports are based on the data that you and your team have already entered into Pipeliner.
- Reports are dynamic which means that as you change the information in Pipeliner, the Report that contains that information is automatically updating with the latest information.
- Every Pipeliner user can create their own Reports or Reports for others. However, the only data a person can see in the Report is the information they have the rights to see based on how they were set up by the Admin.
Dashboards deliver instant visual representations of your Entities (Accounts, Contacts, Leads, Opportunities, Activities) in Management Reports. Utilizing Pie charts, Bar graphs, and other Diagrams, Dashboards are easy to consume and provide a unique look at each Entity type. Once a Dashboard report is created, it can be modified using the Power Panel to segment the data. This is a fantastic, easy tool that can be set up in seconds to get an overview of your team’s progress in Pipeliner. What a great way to start off quarterly sales meetings!
How to Create a Dashboard Report
Dashboards will always be created and found within the Reports section of Pipeliner. There are two different ways that you can create new Dashboards.
Once in Reports, you can start a new Dashboard by clicking “Create New” in the upper left corner ⤵
Next, you will be prompted to choose the Entity Type you want to report on ⤵
NOTE: Remember, each Entity will have its own individual Dashboard with unique metrics. This means the Dashboard for Accounts will be completely different than the Dashboard for Activities.
If you already have created a Standard Table or a Pivot Table, you can turn it into a Dashboard. In order to turn any existing report into a new Dashboard, please click on the "Report Settings" found here ⤵
Then, in the View Toolbar, you can convert it into a Dashboard, retaining all of the Modifications you have made to the report in the "Power Panel" ⤵
This will transform your existing report into a new Dashboard report ⤵
Modifying a Dashboard Report
In addition to changing the type of Report, the Power Panel enables you to make modifications in order to segment the data to your personal preferences. You will always modify every report by using the Power Panel which is labelled “Report Settings” ⤵
Using the Power Panel, there are endless different ways you can segment the data. Some common examples of this include:
- Accounts that belong to a specific Account Type
- Contacts owned by a certain colleague
- Leads that were created within the past quarter
- Opportunities that are closing this year
- Activities that will only include phone calls
From the View Tab of the Power Panel, you will be able to reorder and specify which Charts you would like to retain in your Dashboard report. Drag and drop them using the line symbol, or click the red "X" to remove them from the "Report" ⤵
Within the Role tab, you can specify which Users’ data you want to be included in your Dashboard ⤵
In the Filter tab, further define what you’d like displayed in your Dashboard report by choosing specific fields, owners, or sales units. There are 2 sets of Filters to choose from, Preset and Custom. The Preset option will allow you to pick from a specific set of options ⤵
The Custom option gives you more liberty in searching through all your Fields in order to rework the Dashboard to your liking. You can make the Dashboard as personalized as you’d like ⤵
Finally, the Power Panel for Opportunities will always include "Target". As a refresher, Target is the sales goals you wish to attain for a given period ⤵
Utilizing the Data in a Dashboard Report
Once you have properly set up your report, you can utilize the data by clicking on each Chart. For every Chart you have included in your report, you can hover over the data, and click through to get a complete report of everything included in the segmented dataset. Then, you can analyze the report to see where your sales team has excelled and needs improvement.
Using an Opportunities Dashboard, I can hover over the Lost Opportunities in the comparison opportunity status chart ⤵
When I click on the lost portion of the pie chart, I can analyze all of our current lost Opportunities for the defined period, and try to find a solution to prevent this from happening going forward ⤵
Using another example, I would like to examine our Leads and see where we can find some new business. I’ve created a new Leads Dashboard report and added “Days in Queue — More than a Month” as a filter ⤵
Now, it shows me that there are "109 Leads" we have sitting in this Queue for more than four weeks ⤵
When I click on the "Dashboard", I can now view all of the Leads and make a plan going forward to revitalize these business opportunities ⤵
Sharing Your Dashboard Report
Once you create a Dashboard report, no one else can see it unless you share it with them. To share a Report, Click the "Report Settings" in the upper right of the report. Select the drop-down next to private and select "Custom" to share it with specific Pipeliner users on your team, or Public to share the Report with all Pipeliner users ⤵