Custom Dashboard Enhancement: Filter By Pipeline & Multiple Stages

Custom Dashboard Enhancement: Filter By Pipeline & Multiple Stages

Software Updates

February 15, 2024 ● 2 min read

Custom Dashboard Enhancement: Filter By Pipeline & Multiple Stages
A small business owner in real estate can utilize this feature to track the progress of property listings easily in the dashboard. By linking pipeline stages such as “Listing,” “Offer Received,” and “Under Contract,” they can gain insights into the status of each property and make informed decisions to accelerate sales.
Custom Dashboard Enhancement: Filter By Pipeline & Multiple Stages: This CRM feature empowers businesses to finely adjust widgets by connecting particular pipeline stages, facilitating detailed insights and analysis.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Widget Customization: Businesses can now tailor widgets by selecting specific pipeline stages, providing deeper insights into various stages of their processes.

  • Deeper Analysis: Businesses can gain deeper insights and analyze data across different stages, facilitating more informed decision-making.

  • Streamlined Workflow: Easily access and customize widgets, allowing efficient data visualization and sharing with customers and businesses.

⭐️ How To Use Custom Dashboard Enhancement: Filter By Pipeline & Multiple Stages:

  1. Access the dashboard from the left navigation menu and click on the Edit Dashboard button.

  2. Now click on the Add Widget button.

  3. Select the required opportunity widget from the Opportunities.

  4. Now select the required opportunity widget from the drop-down list.

  5. Select the conditions and choose Pipeline from the drop-down menu.

  6. After adding the pipeline, click on the add stage.

  7. Choose the desired filter and stages according to your requirements.

Empower businesses to customize widgets with linked pipeline stages, facilitating deeper insights and streamlined workflows for more informed decision-making.

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