Pipeline View – Part 3
View Your Opportunities Graphically with the New Deal Tracker and Sales Funnel.
This is Steve Pestillo from P2 Automation. Here in this video, I’m going to show you two nice visuals that you get with a new Pipeline View in Dynamics 365. This is a feature that’s available in 2023 Release Wave 1.
To get to the visuals, click over here where it says List and switch it to Combo. I love this feature.
For simplicity’s sake, I’m going to switch this over to My Open Opportunities. This paints a nice picture of the 14 opportunities that I have in my pipeline. I can tell which phase each opportunity’s at, and there’s a legend down here to tell you what the colors mean. I get an indication of the revenue size based on the size of the circle, I can tell the probability of each opportunity based on where it falls, and I know what the estimated closed date is too. In addition, I can hover over one of these and get more information, so I can see the name of the opportunity, the customer, the status, the pipeline phase, as well as the estimated closed date and the estimated revenue. If this was a won or lost opportunity, it would actually show me the actual closed date and the actual revenue automatically. I can also click on any one of these, and when I do, the side panel appears and I can use that to make changes to the opportunity in real time.
The second visual is the Sales funnel. And I like this, I don’t love it. It provides a nice visual of the size of your opportunities by sales stage, but you can’t really do much with it yet. I can hover over one of these visuals to get a little more information. The phase, for example, which I could see by the color, the number of opportunities is nice as well as the total revenue, and the percentage that makes up of everything. But it’d be nice if I could actually click on it and see the list change at the bottom. I’m not sure why Microsoft didn’t do that, hopefully that comes in a future release. And this visual really doesn’t tell me anything I didn’t know before, but it’s a good start.
Stay tuned for more videos on Dynamics 365 2023 Release Wave 1.
If you’d like to learn more about how you can use the new Pipeline view in your business, reach out to us today at www.p2automation.com.