Configure the opportunity pipeline view

Article
03/07/2023
4 minutes to read

Note

This is an early access feature. You can opt in early to enable these features in your environment, which will allow you to test these features and then adopt them across your environments. For information about how to enable these features, see Opt in to early access updates.

The opportunity pipeline view (formerly known as deal manager) helps your sellers visualize opportunities in their pipeline, and prioritize and manage them effectively. More information: Use the opportunity pipeline view

If you've previously configured the deal manager workspace, review this FAQ to understand what has changed.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

Video: Opportunity pipeline view

Watch this short video to know how the opportunity pipeline view helps sellers be more productive and efficient.

Set pipeline view as the default opportunities view

By default, the Read-only Grid view is set as the default view for opportunities. As an administrator, you can set the Opportunities pipeline view as the default, so sellers don't have to switch to it each time they access their opportunities list.

From the Sales Hub app, select Settings > Advanced Settings.
From the Settings menu, select Customizations > Customize the system.
From the Power Apps Default Solution page, select Entities > Opportunity.
Select the Controls tab and select Pipeline view for web, phone, and tablet. If you don't see the Pipeline view in the Control list, select Add Control. From the Add Control dialog, select Pipeline view and then select Add.
Save the changes and select Publish.
The opportunities pipeline view is now set as the default view for opportunities.
From the Sales Hub sitemap, select Opportunities to verify that the pipeline view is set as the default view.

Customize charts

The charts in the pipeline view help sellers visualize their pipeline better. As an administrator, you can customize various elements in the bubble chart, such as the data on the x-axis and y-axis, the size and color of the bubble, the sort order for the legend, and tooltips. Similarly, you can customize elements in the funnel chart, such as the field used for segmentation, the aggregate function used, and so on.

Customize the bubble chart

In the Sales Hub app, select App Settings from the Change area.
Under General Settings, select Opportunity pipeline view.
In the Manage charts section, edit Deal tracker.
Customize the following elements:
- Horizontal (x) axis
  Select any field of type DateTime. For example, you can choose to plot the chart based on delivered date instead of closed date.
- Vertical (y) axis
  Select any numerical field to plot on the vertical axis.
- Segment by
  Select how you want to distinguish the bubbles by using different color codes. For example, select Pipeline Phase to distinguish the bubbles based on the different phases of the pipeline, such as identify, qualify, or propose.
- Size
  Select a numerical field to indicate the size of the bubble.
- Sort legend
  Select how you want to sort the legends displayed on the chart. Legends indicate the color used for each segment. For example, if you select Opportunity grade as the segment, the legends will be sorted based on the chronological order of the grades.
- Tooltips
  Select the details that you want users to see displayed as tooltips when they hover over each bubble.
Save the changes and select Publish.
Open the opportunity pipeline view to verify whether the changes took effect.

Customize the funnel chart

In the Sales Hub app, select App Settings from the Change area.
Under General Settings, select Opportunity pipeline view.
In the Manage charts section, edit Sales funnel. The following screenshot illustrates the parts of the funnel chart that you can customize:
Customize the following elements:
- Segment by
  Select the field for segmenting the funnel chart. For example, you can choose to segment the funnel by forecast category. Default: Pipeline phase
- Values
  Select the field to be used for sizing the bars in the funnel. Default: Est. revenue
- Aggregation
  Select the aggregate function to use for the Values field. This height of the bar is determined by this field. The aggregate value is displayed when you hover over a segment in the funnel chart.
- Sort legend
  Specify how you want to sort the segments. For example, selecting Finish to start for a funnel chart segmented by pipeline phase will display the funnel from the last phase to first phase, that is from Close to Qualify.
Save the changes and select Publish.
Open the opportunity pipeline view to verify whether the changes took effect.

Customize the editable grid

The grid in the Opportunity pipeline view is implemented using the Power Apps editable grid control. The grid can be customized as well as personalized. As an administrator, you can customize the grid to include columns and filters that are applicable for the entire sales organization. Sellers can personalize their view to include columns and filters that they would like to view.

Note

If you have previously customized the editable grid in the deal manager using JavaScript, you will need to redo those customizations for the editable grid in the pipeline view.

To customize the editable grid, see the Power Apps documentation. For information on grid events, see Events in forms and grids in model-driven apps.

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box apps such as, the Sales Hub or Sales Professional app.