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Dashboard - Opportunity Pipeline by Stage

Copper Contributor
Posts: 27
Country: Australia

Dashboard - Opportunity Pipeline by Stage

In the "legend" for the "opportunity pipeline by stage" dialog, by default it only shows 3 stages of the process.

 

How do I get it to show all stages of whichever process I'm filtering it by?

 

Thanks

 

 

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Dashboard - Opportunity Pipeline by Stage

Edit the Dashboard - Tools | Design Dashboard

Double Click on the Opportunity Pipeline By Stage component

Edit Default Filters

Select the process and stages you want included.

 

See this ACT! Knowledge Base article - http://tinyurl.com/6g98ou

Copper Contributor
Posts: 27
Country: Australia

Re: Dashboard - Opportunity Pipeline by Stage

Hi Mike,

 

Thanks for the suggestion. I tried that, but it appears that the main problem is the amount of space in the component area - if I shrink the components below it down so there is more space for this component, then more stages appear in the legend. It doesn't seem to be intelligent (automatically) about resizing and rearranging the legend items (stages) to fit them all in.

 

Any other suggestions you may have would also be appreciated! 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Dashboard - Opportunity Pipeline by Stage

Just to play with it... try different graph formats or settings to get what something that works for you.
Avid Listener
Posts: 20
Country: Denmark

Re: Dashboard - Opportunity Pipeline by Stage

I have the same problem using ACT! by Sage Premium 2009 (11.0) Version 11.1.183.0, Hotfix 1

 

I don't have the opportunity to select "All" when I filter on process, nor when I edit the dashboard.

Avid Listener
Posts: 20
Country: Denmark

Re: Dashboard - Opportunity Pipeline by Stage

Any suggestions?