Opportunity Trends

This chart counts Opportunities by creation date, one bar per period, so it shows pipeline growth over time. Monthly bars rise before the trekking season in the demo scenario. It reads nothing from the ledger. Read together with Won Opportunities it gives a conversion picture; read with Incoming Leads it shows how many enquiries become real deals. A flat line while leads grow means the team is not qualifying leads into opportunities.

Each bar = Count of Opportunity where creation falls in the period

1. 01Go to CRM; the chart sits beside Won Opportunities.
2. 02Use the timespan dropdown and interval to show monthly bars for the year.
3. 03Hover a bar to read the count.
4. 04Click the filter icon to limit it to one salesperson or territory.
5. 05Click the chart to open the Opportunity list for the same range.

Pipeline growth.

Monthly bars rising before trekking season.