Sales pipeline

The “Sales pipeline” dashboard is used to analyze sales dynamics by stages. Learn more about the sales pipeline dashboard settings in the “Setting up the “Sales pipeline” dashboard component” article.

Sales pipeline functionality implementation classes

OpportunityFunnelChart – a class inherited from Chart.

Sales pipeline settings

To configure a sales pipeline, you need to add the JSON configuration object with sales pipeline properties to the widget module configuration. Widget module configuration is defined by the Items property of the SysDashboard object. Learn more about the SysDashboard object and its properties in the “Dashboard widgets” article.

Set the “OpportunityFunnel” value to the widgetType property in the JSON configuration object with widget settings. In addition, assign the parameters property to the object with necessary parameters. Possible sales pipeline parameters are listed in table 1.

Table 1. Sales pipeline settings

Name	Type	Details
caption	string	Sales pipeline header.
sectionId	string	Section id.
defPeriod	string	Pipeline period (last week by default).
sectionBindingColumn	string	Section link column.
type	string	Chart type (“funnel”).
filterData	object	Filter settings.