Allow Dashboard to Present data from Multiple Pipelines at once
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Ryan Hakes
In our company we use a few different dashboards with the same pipeline layouts as the other just differed by the source or medium by which they are brought into High Level. EX: one pipeline could be FB/IG advertising, another door to door, and another Home Shows.
I'd like to be able to count how many opportunities were created in the multiple pipelines under one Widget rather than creating 3-4 widgets. It gives a Higher Level view of the entire company vs having each individual and having to add them up manually.
The picture below shows how it allows you to click on one pipeline but when you go to select a 2nd condition it grays it out and only allows you to do other conditions like "status, followers, etc"
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Jenni Wallace
Agree. To get a dashboard on the total business instead of just one of potentially many pipelines is needed. While doing it have the option where I can select them all, a combination of a few but not all, or just one.
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Ryan Hakes
Jenni Wallace Totally agree. We work between multiple pipelines and I just want to be able to see all of them in one view. I have clients who want the same thing too