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Interactive visual charts that can be personalized by sellers

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Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

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)