Creatio development guide
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Sales pipeline

Glossary Item Box

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

 

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