Configure the Sales waterfall pipeline dashboard for a custom page
If you want to place the Sales waterfall pipeline chart on a page other than its default locations, you can add it as a component in the Freedom UI Designer. Then configure its filters and metadata.
To activate this functionality, add and enable the ShowDesignerDemoItems additional feature. Learn more: Implement a custom additional feature, Manage an existing additional feature.
- Open the Freedom UI Designer.
- Add the Sales waterfall pipeline component to your page.
- Add a filter by page data: set the data source to the entity list (for example, "List Opportunity | DataTable"), and filter by "Entity Id = Waterfall Pipeline Id."
- Create a quick filter for the component: set the filtered component to "Sales Waterfall Pipeline (Series)," and configure filtering by date range.
- Configure the required period filters — Changes Period and Fiscal Period — for the chart to calculate correctly.
As a result, the Sales waterfall pipeline chart appears on your custom page, using the filters and data source you configured.
Update filter options
If your source entity uses field names that differ from the base "Opportunity" (Opportunity code) object, update the filter options at config/data/designOptions/filterOptions:
Parameter | Description |
|---|---|
| Name of the historical table for the source entity. |
| Name of the source entity. |
| Column name for the date field in the source entity. |
| Column name for the stage field in the source entity (must be a lookup). |
| Column name for the amount field in the source entity. |
Configuring cohorts
To customize how each stage contributes to the chart, configure the cohorts at config/stages. For each stage, set:
Parameter | Description |
|---|---|
| The Pipeline Stage Id. Open the lookup with the |
| The stage color, in HEX format. |
| The order number for the stage, starting from 0. |
| Whether the stage has a negative ("1") or positive ("0") impact on the pipeline. |