How do you create a pipeline dashboard?

Required tools

• Dynamics 365 Sales — Standard access to create dashboards.

Select the content

1. 1.Start with a pipeline toward the goal

   One figure at the top: how much is at stake compared with what the period requires. Everything else elaborates on this.

2. 2.Add allocation by phase

   Shows where the deals stand. If they are piling up in one stage, that is where the bottleneck is.

3. 3.Include agreements with no activity

   Sales opportunities with no activity in the last thirty days. This is the list that provides specific actions for the meeting.

4. 4.Add a closing date for this period

   Deals that need to be finalized now. Together with the movement list, this reveals what is unrealistic.

Make it usable

1. 5.Make the diagrams clickable

   The purpose of a dashboard in Dynamics 365 is to go from figures to records. When you click a chart, the list below should be filtered.

2. 6.Share it with the team

   A dashboard only the manager can see is used in the meeting. One everyone can see is used throughout the week—and then people come prepared.