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Problem--Opportunity Pipeline Graph incomplete

New Member
Posts: 10
Country: United States

Problem--Opportunity Pipeline Graph incomplete

Has anyone else had a problem with the Pipeline graph? I go to the Opportunity listing, select the icon to creat the Opportunity Pipeline graph and it will only show me the numbers up to proposal sent. It says that there are 0 for Under contract, project complete, and proposal declined--which is not the case.

 

Thank you!

Rhonda

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Problem--Opportunity Pipeline Graph incomplete

Make sure you have chosen the correct filters for users and contacts on the Options screen for the graph.  Also make sure you are signed into the database as an Admin user so you can see all data.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 10
Country: United States

Re: Problem--Opportunity Pipeline Graph incomplete

Thank you for your response. I am logged in as an Admin and I selected the user options available. There was no way to select Open vs. Closed-Won or Closed-Lost. I'm wondering if it's only pulling from the Open opportunities.