Sales
Sales Dashboard metrics
Read the Sales Dashboard counts, opportunity pipeline, quotation totals, outcomes, and attention items.
What this does
The Sales Dashboard summarizes leads, follow-ups, activities, expected closes, opportunity pipeline, quotation statuses, outcomes, delivery handoffs, and attention items.
Steps
- Set the date range, owner, opportunity stage, or source filters to narrow the report; select Clear to remove them.
- Use the lead, follow-up, overdue activity, and expected-close counts to open the matching Sales list.
- Review pipeline counts and value by opportunity stage, quotation totals for the current revision, won/lost outcomes, and handoff counts. Select an attention item to open its linked record or list.
Result
Dashboard counts and totals reflect the selected filters. The pipeline shows open opportunities; won/lost are reported separately as outcomes. Continue with Create and manage opportunities.
Related/Next guide: Sales overview.
Related articles
- Sales overviewFind the Sales Dashboard and the lead, opportunity, activity, customer, and quotation workspaces.
- Create and manage leadsAdd, find, view, and edit leads, and use lead filters and quick actions.
- Create and manage opportunitiesCreate and track opportunities in the Sales pipeline or list, and record won or lost outcomes.