Pipeline Value by Member over time


This chart will show you your total pipeline value over a specified time period. This will give you a nice at-a-glance view of your sales trends and help gain insight into your historical trends.

We recommend using custom fields to track your sales pipeline value. See Sales Teams Recommendations.

To get started, create a Historical Chart for completed Cards.

  • At Data Breakdown we plot a separate line for each option in the grouping. Select Member.
  • At the filter stage, you would want to apply a filter for List and select your in progress lists.

Once completed you can set the display time frame by opening the calendar window from the bottom right-hand corner of the tile.

  • You can use the pre-set time frames from the right hand side, or you can set your own custom time frame by using the calendar to set your start and end dates.

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