Interactive visual charts that can be personalized by sellers


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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jul 15, 2021 - -

Business value

The ability to instantly view opportunities in a visual representation is one of the top requests by sellers. At a quick glance, sellers can get the insights they need, to identify the deals to work on next.

In the deal manager workspace, we are introducing out-of-the-box charts that not only provide sellers a visualization of their opportunities but also allows them to filter through these opportunities.

Feature details

  • Two out-of-the-box charts: a bubble chart to see all opportunities on a timeline and a funnel chart to better understand in which stage the opportunities are.
  • Both charts are interactive and act as filters when selected.
  • Chart fields can be configured by administrators to fit unique organizational needs.

See also

Customize the charts (docs)